Associate, Investor Servicing & Onboarding

BlackRock•Princeton, NJ

3d•$90,000 - $127,500•Hybrid

About The Position

Elevate your career by joining the world's largest asset manager! Thrive in an environment that fosters positive relationships and recognizes outstanding performance! We know you want to feel valued every single day and be recognized for your contribution. At BlackRock, we strive to empower our employees and actively engage your involvement in our success. With over USD $14 trillion of assets we have an outstanding responsibility: our technology and services empower millions of investors to save for retirement, pay for college, buy a home and improve their financial well-being. Team overview The Alternatives Client Services (ACS) team delivers end-to-end support for BlackRock’s privately placed alternative offerings, including hedge funds, fund of hedge funds, private credit, private equity, special opportunities, and real asset funds. This role will be focused on Product Lifecycle & Investor Servicing for Hedge Funds. Acting as subject matter experts, overseeing the investor onboarding lifecycle including prequalification, and 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. There are also opportunities to contribute to strategic projects, including automation efforts, platform enhancements, and integration of newly acquired business.

Requirements

3-5 years of experience in financial services or investment management, with exposure to financial securities, private placements, and limited offerings preferred.
Basic understanding of Hedge Fund operations and structures with a focus on overseeing product pipeline and managing end-to-end investor onboarding processes.
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 manage client inquiries and build strong relationships.
Exceptional organizational skills with the ability to manage multiple tasks and priorities in a fast-paced, ever-changing environment.
Excellent verbal and written communication skills, with a keen attention to detail and strong follow-through.
Self-driven, collaborative, and capable of working well with strong personalities.
Proficient in Microsoft Office Suite, with advanced skills in Word and Excel.
Strong analytical skills, with the ability to identify issues, analyze data, and develop solutions to complex problems.
Ability to grasp and apply complex concepts and procedures, working both independently and as part of a global team.

Nice To Haves

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

Responsibilities

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.
Identify opportunities in processes or workflow to reduce operational risk and create scale.