Investor Services Associate

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Team Overview

The Alternatives Client Services (ACS) team provides comprehensive support for BlackRock's private market products. The team manages key functions such as investor servicing, onboarding, and report distribution while maintaining strong oversight of third-party service providers, including transfer agents and tax providers.

The ACS team operates across two primary pillars:

• Product Lifecycle & Investor Servicing: Acting as subject matter experts, this pillar oversees the investor onboarding lifecycle, including prequalification, subscription agreement completion, AML/KYC review and reporting setups. The team partners closely with private markets businesses to support product development and governance across service providers.

• Platform Support & Risk Management: Focuses on standardizing operational processes, monitoring capital activity, managing inquiries, and ensuring data integrity across systems. This team ensures accurate and timely reporting for investors and regulatory stakeholders.

There are also opportunities to contribute to strategic projects, including automation efforts, platform enhancements, and integration of newly acquired business.

Your daily tasks will include:

Product Lifecycle & Investor Servicing:

• 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.

Platform Support & Risk Management:

• 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.

Experience & Qualifications

• Associate Role: 3-7 years of experience, with a strong focus on overseeing product pipelines and managing end-to-end investor onboarding processes.

• 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. Experience with Airtable databases, interfaces, and automation is a plus.

• 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.

Our benefits

To help you stay energized, engaged and inspired, we offer a wide range of employee benefits including: retirement investment and tools designed to help you in building a sound financial future; access to education reimbursement; comprehensive resources to support your physical health and emotional well-being; family support programs; 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: https://www.linkedin.com/company/blackrock

BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, race, religion, sex, sexual orientation and other protected characteristics at law.