Sejal Executive Director/Vice President, Client Reporting Operations division, Salt Lake City

I would encourage anyone who is interested in a career in finance to be flexible and keep an open mind. This has helped me to recognize opportunities and think about other perspectives.
 

My Work

I work in the Operations division in Salt Lake City, working with the International Private Wealth Management (PWM) teams in Europe and Asia. We have multiple roles here. First, we provide support for all PWM investment portfolio performance returns and calculations for the European and Asia business. Secondly, my team provides general client service support for the PWM Asia business. This includes, but is not limited to, all questions related to client reporting, reconciliation, portfolio account and pricing. We also manage the approval process for all third party payment requests from Asian clients. In all three roles, we work to limit risk to the firm as well as ensure an excellent client experience.

In my first four years at the firm, I focused primarily on US business. Over the past year and a half, I have been fortunate to work with international offices. This has given me a new appreciation for the differences in the investment strategies, business goals and culture of Asia and Europe. I have also had the opportunity to travel and build strong relationships with peers and clients in London, Hong Kong, Singapore, Frankfurt, Geneva and Zurich.

My Day

I find that helping my colleagues resolve problems and answer client questions is the most rewarding aspect of my role. While working on projects helps the business at a greater aggregate level, it is the individual issues that my team and I resolve that I am most proud of.

Just recently I was asked to help on a project that would impact the London and Frankfurt offices. Although this function was outside the scope of my responsibilities, my manager quickly realized that my experience with similar projects could be of valuable use. I was able to participate in that opportunity because the members of my team have a strong sense of team work and my management team recognized my skills.

My current role is dependant on my team working well together. I have also worked in an individual setting and prefer working with a team. This helps to build stronger relationships and trust amongst peers as well as bring more diverse and creative ideas to the table.

My Path

My journey at Goldman Sachs began with campus recruiting. I had just begun the process of interviewing in anticipation of the end of the university semester. I participated in a number of practice interviews for positions I did not personally desire to take.

Goldman Sachs was my first choice, and it was the first firm I approached. I had five interviews with the firm. In my initial interview, I was very nervous and felt like a deer in headlights. There was so much to learn, both about my role and the firm. I was very impressed with the sophistication and professionalism of everyone I met and was eager to learn.

Myself

Studying finance, I knew that I wanted to work in the industry, but as a student there were many aspects of working in the corporate world that I had not anticipated. At the time, I did not expect to start my career with such a large organization; rather I expected to work for a smaller private firm or in the finance department of a non-financial company.

I would encourage anyone who is interested in a career in finance to be flexible and keep an open mind. This has helped me to recognize opportunities and think about other perspectives.



 

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