Jobs · OTHR · California

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

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