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6 часов назад

Blackstone Private Wealth - Client Services, Associate

130 000 - 175 000$
Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Blackstone Private Wealth - Client Services, Associate (Private Wealth and Alternative Investments): Supporting financial advisors and internal sales teams with operational inquiries, client onboarding, fund servicing, reconciliations, and problem resolution with an accent on alternative investment products and high-net-worth client operations. Focus on coordinating across business units and service providers, documenting fund-maintenance procedures, and managing multiple projects under strict deadlines.

Location: Miami, United States

Expected annual base salary: $130,000–$175,000

Company

hirify.global is an alternative asset manager offering investment strategies across real estate, private equity, credit, infrastructure, life sciences, growth equity, secondaries, and hedge funds.

What you will do

  • Handle operational inquiries from financial advisors and internal sales teams regarding investment offerings.
  • Coordinate with business units, transfer agents, and third-party providers to resolve client issues and complete reconciliations.
  • Support account opening, account maintenance, onboarding, servicing, redemptions, capital calls, and distributions.
  • Manage projects across Private Wealth groups to improve collaboration and operational efficiency.
  • Document procedures for ongoing fund maintenance across distribution platforms.
  • Research and support ad hoc business initiatives while becoming a subject-matter resource for advisors.

Requirements

  • Bachelor’s degree and 5+ years of financial industry experience.
  • Strong Excel, technical, analytical, verbal, and written communication skills.
  • Strong attention to detail, issue analysis, problem resolution, and recommendation skills.
  • Ability to manage multiple projects, meet deadlines, take initiative, and work independently within a collaborative team.
  • Understanding of high-net-worth clients and financial advisor operating models.
  • Ability to obtain required securities licenses for applicable client-facing activities.

Nice to have

  • Series 7 and Series 63 licenses.
  • Knowledge of alternative investment funds and operational terminology.

Culture & Benefits

  • Team-driven and collaborative working environment.
  • Medical, dental, vision, and FSA benefits.
  • Paid time off and life insurance.
  • 401(k) plan and discretionary bonuses.
  • Potential eligibility for equity and other incentive compensation.

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