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Blake Schildt
Looking for a jobOperations Analyst
Operations Analyst at Goldman Sachs Wealth Services who improved account-opening workflows and supported investment account compliance.
United StatesOperations Analyst at Goldman Sachs Wealth Services
Experience
Operations Analyst
Assembled investment accounts for high-net-worth individuals, ensuring regulatory compliance and risk controls. Solved unique account issues, communicated with operations and advisor teams, and contributed to process improvements.
Investment AccountsRegulatory ComplianceRisk ControlCommunication SkillsProcess ImprovementTrainingHigh Net Worth Clients
Real Estate Private Equity Fund Intern
Tracked and analyzed cash flows across real estate private equity funds, producing monthly balance sheets and investor reporting. Analyzed debt and leverage, assisted in investor payout calculations, and developed Excel-based tools.
YardiInvestranExcelFinancial AnalysisCash Flow AnalysisInvestor ReportingFund Operations
Valet
Demonstrated professionalism and discretion while interacting with high-net-worth clientele. Led coworkers during high-volume periods to ensure efficient operations and service quality.
Customer ServiceLeadershipDiscrétionOperations
Education
University at Albany, State University of New York
Bachelor of Science in Business Administration with a concentration in Finance and Marketing, graduating in December 2023.
Bachelor of Science in Business Administration with a concentration in Finance and Marketing, graduating in December 2023.