Associate, Transfer Agency Oversight

About this role

Company: BlackRock Financial Management, Inc.
Job Title: Associate, Transfer Agency Oversight
Location: 60 State Street, Boston, MA 02109

Job Duties: Serve as Funds Shareholder Registrar (i.e., Transfer Agent) Subject Matter Expert for the iShares exchange-traded funds (ETFs). Work closely with multiple ETF transfer agent (TA) service providers. Monitor operations of transfer agent service providers for US and Canadian iShares ETFs. Ensure consistent, high-level service is provided from each TA service partner firm. Coordinate firm-wide support for ETF launches, transitions, and terminations. Investigate and resolve daily TA operational queries, issues, and incidents related to TA partners’ functions and services. Ensure that the TA’s process distributions and other corporate actions appropriately. Collaborate with various teams across BlackRock to support the full life cycle of the ETFs. Draft and maintain written procedure documents. Improve controls, governance, and oversight of ETFs and TA service partners’ operations. Review prospectuses and annual reports for accuracy of TA-sourced data. Review and approve TA-related invoices. Provide direction on operational and transfer agent related information. Review monthly TA partner key performance indicators and service levels. Compile and review reports for regulatory requirements. Participate in annual due diligence and health check service provider review meetings with each ETF TA service partner. Act as a point of contact for ETF transfer agent partner related issues or concerns. Identify and resolve issues, raise concerns when necessary. Collaborate with proxy solicitors to successfully set up proxy campaigns, conduct proxy mailings, monitor proxy votes, and report results to senior management.

Qualifications: Bachelor’s degree in Finance, Accounting, Business Administration, or related field of study, and 36 months of experience in Issuer Services Associate, or related role. Three (3) years of experience with: Fund operations and fund administration; Transfer agency operations; Vendor relationship management; Corporate action management, including mergers and acquisitions, stock splits, dividends, and tender offers; Financial regulatory compliance including record-keeping requirements, reporting obligations, and Anti-Money Laundering (AML) regulations and Customer Due Diligence (CDD/KYC) rules, and; Data analysis of transfer agent data and reports to ensure accuracy and comprehensiveness for financial regulatory reporting. Two (2) years of experience with: Depository Trust Company's (DTC) Deposit and Withdrawal at Custodian (DWAC); Proxy coordination and oversight, and; Trade processing, trade settlements, income distributions, and corporate action processing. One (1) year of experience with Society for Worldwide Interbank Financial Telecommunications (SWIFT) messaging platform.

To apply, please click “Apply” on this webpage.

For Boston, MA Only the salary range for this position is USD$0.00 - USD$0.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.

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.