Blackstone Private Wealth – Investor Services, Associate
Blackstone · San Francisco, CA · 8 mo ago
OTHR$125k–$150k/yrFull-time
Qualifications
- Blackstone seeks to hire individuals who work well in a team-driven working group, are highly motivated, intelligent, and have sound judgment and demonstrated excellence in prior endeavors.
- Bachelor’s Degree
- 3+ years of financial industry experience
- Series 7 License (preferred)
- Strong technical and analytical skills
- Strong Excel skills
- Strong verbal and written communication skills
- Attention to detail and accuracy
- Strong problem analysis and resolution skills
- Experience identifying and summarizing issues and recommendations
- Works efficiently in a deadline driven environment
- Highly driven and proactive, and comfortable taking initiative
- Manage multiple projects simultaneously
- Comfortable working independently while in a team-oriented environment
- Understanding of HNW and Financial Advisor operating model is preferred
- Knowledge of alternative investment funds and operational terms is helpful
- Develop strong working relationships with colleagues, teams, and clients
Responsibilities
- Manage Financial Advisor and investor queries for Blackstone Drawdown funds across all asset classes
- Lead coordination of Due Diligence Questionnaires, tax questionnaires, and additional ad hoc requests between investing businesses and Private Wealth clients
- Lead Investor Relation coordination for Blackstone’s Multi-Asset Drawdown products, including but not limited to investor reporting and commentary, audit and tax questionnaires, and more
- Afford assistance in the oversight of third-party feeder fund providers including feeder General Partners, capital activity, quarterly reporting, audit, tax, etc.
- Coordinate with global Investor Services colleagues to provide support for funds managed outside of the US
- Implement efficient and consistent processes across various funds in different regions
- Hone a strong understanding of distribution partner and platform operations
- Afford assistance in ad hoc projects, research, and proposals to strategize and support Blackstone Private Wealth expansion including new geographic markets and new business channels