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The Reporting Solutions team in Seattle is responsible for delivering white‑glove reporting services to our most bespoke clients in the AMRS region. Adopting a client‑first approach, the team owns the end‑to‑end compilation of reporting packs using BlackRock proprietary technology.
Job Responsibility:
Analyse client requirements and deliver periodic client reports to demanding target dates
Analysing trends in data requests to constantly improve service and client reports
Understanding the flow of client, market and fund information across BlackRock and external data providers
Leading and ensuring timely and accurate distribution of all deliverables
actively communicating potential delays to clients/internal stakeholders
Constantly evaluating systems, processes and procedures for inefficiencies and making recommendations for improvement
Use BlackRock's technology to provide efficient and scalable solutions, as well as regular application of Excel to customized solutions
Supporting and eventually own various projects, including automation/standardization efforts and the evolution of standard reporting
Understanding the risk environment within the department – promoting risk awareness, assessment and control
Requirements:
High level of proficiency in Microsoft Excel, including intermediate to advanced skills such as pivot tables, VLOOKUP, and macros
VBA experience is desirable
Keen interest in investment products with a preference of 3+ years of financial services experience, especially client onboarding, communications or data visualization
Keen interest in understanding dataflows within applications
Ability and desire to work in a team environment
willingness to ask questions but also to learn independently
Ability to operate effectively under tight deadlines and to prioritize work with strong emphasis on time management
Able to exercise sound judgment and to appropriately document conclusions
Extraordinary client service skills, maturity and autonomy in dealing directly with clientele
Excellent written and verbal communication skills
Strong work ethic and willingness to give beyond the scope of one’s role to achieve team and firm objectives
Excellent attention to detail, extremely accurate and well organized
Strong analytical and problem-solving skills with the ability to synthesize information, summarize issues and think creatively
Sharp control/risk mitigation mentality with ability to know when to raise issues