Vice President, Transfer Agency Oversight

BlackRock • Boston, MA

400d • Remote

About The Position

The Vice President role at BlackRock is designed for an individual who excels in project management within a dynamic environment. This position focuses on overseeing the Americas Transfer Agency Oversight Team, which coordinates multiple transfer agents for various financial products. The role emphasizes operational support, client service, and process improvement, requiring strong analytical skills and a passion for alternative investments.

Requirements

• Undergraduate degree in finance, economics, business, or a related field.
• A comprehensive understanding of sophisticated financial products, including alternative investments.
• Minimum of 5 years management experience in the asset management industry.
• A deep understanding of intermediary and transfer agency operations, including AIP processing.
• Prioritize relationship management skills - the ability to work with senior leadership, key clients, and internal teams.
• Seek opportunities for enhancements or service initiatives and bring to completion.
• Possess advanced Excel skills, including ability to write macros.
• Maintain strong interpersonal and customer service skills.
• Work both independently and in a group environment.
• Be detail-orientated as well as possess a sense of ownership.

Responsibilities

• Specialize in all aspects of a designated set of alternative investments, including tender offer funds, interval funds, REIT funds, and business development companies.
• Lead a team supporting Registered Alternative funds.
• Partner with transfer agents, intermediary partners, technology teams, sales, and relationship teams to ensure a superior client experience.
• Maintain a robust control environment by proactively analyzing errors and issues to see opportunities for process improvement at the transfer agents or within BlackRock and implement corrective action plans to prevent recurrence.
• Understand the product offerings and successfully deliver outstanding client service.
• Understand operational workflow of Alternative products.
• Knowledge of DTCC/NSCC Mutual fund processing and AIP processing.
• Conduct on-site operational visits (Health checks) with key transfer agents supporting BlackRock products.
• Participate in the agreement process with Contracts and Admin team to ensure operational capabilities for all supported products.
• Maintain a team environment passionate about risk and controls.
• Engage transfer agents and internal oversight teams to improve services and resolve open issues affecting intermediaries.
• Own the build out of operational support for new products.
• Ability to analyze new business requirements, and how to implement them within Transfer Agent Vendor and internally at BlackRock.
• Use a proactive approach to continuous process improvements, collaborating across teams and functions and purposefully drive improvements and adoption of changes.

Benefits

• Strong retirement plan
• Tuition reimbursement
• Comprehensive healthcare
• Support for working parents
• Flexible Time Off (FTO)

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Funds, Trusts, and Other Financial Vehicles
• Education Level: Bachelor's degree