Analyst, Client Reporting Production

About this role

About BlackRock

BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. As of June 30, 2023, the firm managed approximately $9.4 trillion in assets on behalf of investors worldwide!

Our mission within the Client Experience (CX) organization is to make it easier for clients to do business with BlackRock, making service so simple it becomes a source of alpha. We are organized across 4 key pillars:

Client Experience Delivery, client-facing teams orchestrating all aspects of service delivery, and onboarding teams bringing new business onto our platform, Whole Portfolio & Wealth, differentiated capability for both Whole Portfolio and Wealth clients & products, respectively, Client Experience Operations, core client operations teams driving reporting, billing, and onboarding due diligence across the globe, and Client Experience Transformation, accelerating progress towards our CX mission via research and competitive insights, analytics, marketing, business and change management.

Team overview:

Client Distribution Services under the larger Global Client Services umbrella combines Client Reporting, Invoicing and Account Receivable services at scale. All teams play a role in delivering a better client outcome to ensure service is a differentiator for BlackRock.

Reporting & Distribution Services is responsible for the preparation and delivery of sophisticated economic and financial analysis to a diverse client base. Portfolio performance, attribution and investment commentary as well as detailed risk analytics are provided to clients through formal periodic reporting and web delivery. In addition, Reporting Services is responsible for partnering with multiple upstream data providers ranging across Data & AI, Accounting, Performance and regional investment and product strategy teams.

As a global leader, BlackRock’s principles inform and drive our efforts. We operate our business with a fiduciary mentality, focused on putting our client’s interest first; We are passionate about our work and intensely focused on performing at the highest levels! We challenge ourselves and each other to collectively raise our game; And we focus ous innovation to bring the best of BlackRock to our clients!

Roles & Responsibilities

• Deliver a superior client experience via front-line client service to clients and related third parties, including understanding clients reporting needs, fielding and responding to client queries and the creation of accurate and meaningful reports.
• Understand flow of client, market and fund information across BlackRock and external data providers
• Facilitate bespoke and standard report creation through analyzing and researching client, market and fund data and related information
• Supervise and ensure timely and accurate distribution of all deliverables, proactively communicating potential delays and restatements to the client
• Constantly evaluate systems, processes and procedures for inefficiencies and make recommendations on improvement
• Support various projects, including automation/standardization efforts and the evolution of standard deliverables. Using some of the language i.e., VBA, SQL, Python etc.
• Understand the risk environment within the department – promote risk awareness, assessment, control and escalation mechanism
• Candidate should be well versed to be a student of the market knowing the economic conditions on a micro and macro level
• Adopt values that are more inclusive and contribute to a collaborative environment, including emphasizing teamwork and mutual respect, and incorporating diversity and inclusiveness as a key cultural value, not just as an end in itself, but as a fundamental aspect of doing good business.

Experience

• Post graduate degree in business, finance, accounting, economics, or related field with at least 1-3 years of experience. Prior experience in investment management will be preferred.
• Keen interest in investment products and a preference of 1-3 years of financial services experience, especially investment management or data visualization with good knowledge of financial products.
• Outstanding client service skills, maturity and judgment in dealing directly with clientele
• Exceptional written and verbal communication skills are essential
• 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 escalate issues
• Ability to operate effectively under tight deadlines and to prioritize work with strong emphasis on time management
• Should be a great teammate who have Abilities and desire to work in a team environment, willingness to ask questions but also to learn independently.
• Happy to work in flexible shift timings across all three regions.
• Proficiency in Microsoft Office and the skills for learning new applications. Programming or automation experience with tools like Python, RPA, SQL, VBA, Power BI will be an added advantage.

Competencies

• Presence, maturity and credibility to effectively represent internally and externally, and confidence in engaging with internal and external partners across investment managers, product strategy and client business organizations
• Ability to develop strong and trusting relationships
• Strong attention to detail
• Strong research and writing skills to clearly articulate sophisticated concepts, ideas, and processes.
• Integrity and fiduciary, strong work ethic and professional disposition.
• Strong level of self-direction, ownership, organization and initiative.
• Team work oriented with proven organizational skills and ability to manage multiple objectives simultaneously.
• Deal with colleagues in a diplomatic and persuasive manner and to multi-task in a busy and varied environment.

BlackRock

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

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 Employer.  We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.