Analyst/associate client services

• 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

• Associate Role: 3-5 years of experience, with a strong focus on overseeing product pipelines and managing end-to-end investor onboarding processes
• Analyst Role: 1-3 years of experience, 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

• Annual discretionary bonus
• Healthcare
• Leave benefits
• Retirement benefits
• Strong retirement plan
• Tuition reimbursement
• Comprehensive healthcare
• Support for working parents
• Flexible Time Off (FTO)