USWA Product & Platform Team – Alternatives Operations Analyst
Princeton, US
Sales & Relationship Management
Description
About this role
Responsibilities:
- Organize, process, and complete operational support tasks for successful onboarding and retention of Alts business
- Provide ongoing educational support to the sales organization to ensure high level understanding of onboarding process and serve as subject matter expert for our third-party distribution partners
- Engage with advisors on in-depth onboarding inquiries, subscription document walkthroughs, and confirm wire instructions.
- Liaise between advisors and third-party platforms to ensure subscription documents are in good order for all pending trades
- Provide performance, product commentary and tax reporting upon request
- Assist sales teams in data lookup and entry aggregating existing holders of our Alts products.
- Liaise between advisor and BLK Dealer Service to support account maintenance requests in a timely fashion
- Improve operational support processes via technology strategic thinking, and process management methodology
- Seek opportunities for process optimization and enhancement through automation.
- Assist in managing and provide reporting on firm-wide campaigns and initiatives
- Provide constant communication to sales teams regarding status updates of various onboarding or operational requests
- Partner with Alts Specialist Sales Leader to provide weekly (or maybe monthly) reporting on # of operational requests complete and pending to be shared with Alts Leadership Team
- Partner with Alts Specialist Sales Leader to provide consistent stream of feedback on the onboarding experience for clients and where improvements may be needed
- Partner with Alts Specialist Sales Leader (or someone in GPS/pillar) to build Alts Operations Playbook to help document the implementation nuances across our products and platforms
Skills and Qualifications:
- Bachelor’s degree (Economics, Finance, Business, IT, Engineering, or Computer Science preferred)
- Financial Services/Technology Industry experience preferred
- Technology proficiency and analytical skills
- Microsoft Office (PowerPoint, Excel, VBA)
- Aladdin
- Strong written and verbal communication skills
- Market knowledge
- Strong attention to detail and organizational skill
- 1-2 years of Alts operations experience, preferred
#EarlyCareers
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock
BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
Job requisition #
R244140
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“It’s like a family here—my team’s atmosphere is incredibly welcoming and diverse, both in origins and in the way we think. Everyone is open-minded and respectful.”
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How we typically hire experienced professionals
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In-person/Virtual Interviews
Selected candidates meet with members of the BlackRock team. There may be a couple of rounds of interviews, where you’ll have the opportunity to meet a mix of employees you’d be working with and gain a clear understanding of the role and our culture.
Offer
At the offer stage, we will present a total compensation package. All offers are subject to background checks and other pre-employment clearances.
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