6 часов назад
Blackstone Private Wealth - Client Services, Associate
130 000 - 175 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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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