BlackRock is the world's largest asset manager, dedicated to empowering employees and fostering positive relationships. The Analyst/Associate in Client Services will support private market products through investor servicing, onboarding, and risk management, ensuring efficient operations and strong client relationships.
Responsibilities
- Coordinate client onboarding, fund launches, and trade activity, partnering with Transfer Agents (TAs) to manage account setup and maintain accurate investor data
- Build and maintain detailed client profiles, developing an investor attribute framework to enhance servicing and data management
- Provide a streamlined global onboarding experience, managing the pipeline from pre-win through close, communicating status updates, and escalating issues as needed
- Oversee document review processes in collaboration with BlackRock Legal and external counsel, ensuring efficient tracking and implementation of updates
- Facilitate cash flow processes, coordinating subscriptions, redemptions, and product updates with clients and portfolio managers
- Maintain governance and quality control of third-party service providers, promoting transparency and adherence to global standards
- Develop strong internal partnerships to anticipate product pipeline changes and evolving business requirements
- Deliver accurate and timely investor and fund reports, including account statements, capital calls, distributions, Schedule K-1s, and fund updates
- Serve as a central point of contact for client and stakeholder inquiries, researching requests and coordinating accurate responses
- Manage investor change requests, such as wire instructions and contact updates, ensuring proper authorization and accurate system updates
- Monitor capital activity funding by working closely with Transfer Agents and portfolio management teams
- Identify operational inefficiencies and implement solutions to mitigate risks, enhance data quality, and improve workflow efficiency
- Enhance regulatory reporting processes by improving data integrity and optimizing workflows
- Maintain data accuracy across systems, leveraging Airtable workflows and exception reporting to ensure process integrity
Skills
- 3-5 years of experience for Associate Role, with a strong focus on overseeing product pipelines and managing end-to-end investor onboarding processes
- 1-3 years of experience for Analyst Role, emphasizing risk management of critical operational processes and investor servicing
- Financial services or investment management experience preferred, particularly exposure to private placements, financial securities, and limited offerings
- Basic knowledge of open- and closed-end fund operations and structures
- Strong understanding of business operations, financial principles, and legal frameworks related to investment products and services
- Proven experience in a client-facing role, with the ability to handle inquiries and build trusted relationships
- Exceptional organizational skills, with the ability to manage competing priorities in a dynamic environment
- Excellent verbal and written communication skills, with a keen attention to detail and strong follow-through
- Adaptable, resilient, and able to respond quickly to shifting business needs
- Self-driven, collaborative, and effective in working with both internal and external stakeholders
- Proficiency in Microsoft Office Suite, particularly Word and Excel
- Strong analytical problem-solving skills with the ability to assess issues, analyze data, and deliver effective solutions
- Ability to grasp and apply complex concepts and procedures, working both independently and as part of a global team
- Experience with Airtable databases, interfaces, and automation is a plus
Benefits
- Annual discretionary bonus
- Healthcare
- Leave benefits
- Retirement benefits
- Strong retirement plan
- Tuition reimbursement
- Comprehensive healthcare
- Support for working parents
- Flexible Time Off (FTO)
Company Overview
BlackRock is an investment company that offers its services to institutions, intermediaries, foundations, and individual investors. It was founded in 1988, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is http://www.blackrock.com.Company H1B Sponsorship
BlackRock has a track record of offering H1B sponsorships, with 18 in 2025, 34 in 2024, 8 in 2023, 37 in 2022, 31 in 2021, 27 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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