Blackstone Private Wealth - Client Services, Analyst

Blackstone • San Francisco, CA

23h • Onsite

About The Position

Blackstone Private Wealth was established to answer the growing demand for Blackstone products from high-net worth investors. Partnering with many of the world’s largest private banks and wealth management firms as well as family offices, Blackstone’s Private Wealth team packages and delivers the full breadth of Blackstone’s alternative product capability to these firms and their clients as well as providing ongoing education, training, and support around alternatives.

Requirements

• Bachelor’s Degree
• 2+ years of financial industry experience
• Strong Excel skills
• Strong verbal and written communication skills
• Attention to detail and accuracy
• Strong problem analysis and resolution skills
• Identify and summarize issues and recommendations
• Work efficiently in a deadline driven environment
• Manage multiple projects simultaneously
• Work independently in a team‐oriented environment
• Adaptable and collaborative
• Strong understanding of the high net worth and Financial Advisor operating model

Nice To Haves

• Series 7 and Series 63, preferred
• Knowledge of alternative investment funds and operational terms is helpful
• Develop strong working relationships with colleagues, teams, and clients

Responsibilities

• Field operational inquiries from Financial Advisors & internal sales teams on Blackstone investment offerings.
• Liaise with Blackstone business units, transfer agents, and other third-party service providers relating to client inquiries, problem resolutions, and reconciliations.
• Project management across various groups within Blackstone Private Wealth to enhance collaboration and efficiencies.
• Identify and document operational procedures for ongoing fund maintenance on various platforms.
• Develop strong understanding of distribution partners’ operational platforms and processes and become resident Blackstone expert for advisors.
• Assist Financial Advisors with problem resolution of account opening, maintenance items and other inquiries related to client onboarding, servicing and client retention (deadlines, platform questions, redemptions, capital calls, distributions).
• Assist in ad hoc projects / research to support Blackstone Private Wealth business initiatives.

Benefits

• comprehensive health benefits, including but not limited to medical, dental, vision, and FSA benefits
• paid time off
• life insurance
• 401(k) plan
• discretionary bonuses

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 501-1,000 employees