Blackstone Private Wealth - Investor Services, Associate

Blackstone

$130K — $175K *
Miami, FL 33186In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s Degree required
  • 3+ years of financial industry experience
  • Series 7 License preferred
  • Strong technical and analytical skills
  • Proficient in Excel
  • Excellent verbal and written communication skills
  • Detail-oriented with strong problem-solving abilities

Responsibilities

  • Manage queries from Financial Advisors and investors for Blackstone's Drawdown funds
  • Lead coordination of Due Diligence and tax questionnaires for Private Wealth clients
  • Oversee investor relations for Blackstone’s Multi-Asset Drawdown products
  • Assist in managing third-party feeder fund providers
  • Collaborate with global Investor Services for non-US fund support
  • Implement consistent processes across regional funds
  • Lead ad hoc projects to support Blackstone Private Wealth expansion

Benefits

  • Comprehensive health benefits including medical, dental, and vision
  • Paid time off
  • Life insurance coverage
  • 401(k) retirement plan
  • Discretionary bonuses
  • Potential eligibility for equity and incentive compensation
Full Job Description
  • Manage Financial Advisor and investor queries for Blackstone Drawdown funds across all asset classes

  • Lead  coordination of Due Diligence Questionnaires, tax questionnaires, and additional ad hoc requests between investing businesses and Private Wealth clients

  • Lead Investor Relation coordination for Blackstone’s Multi-Asset Drawdown products, including but not limited to investor reporting and commentary, audit and tax questionnaires, and more

  • Assist in the oversight of third-party feeder fund providers including feeder General Partners, capital activity, quarterly reporting, audit, tax, etc.

  • Coordinate with global Investor Services colleagues to provide support for funds managed outside of the US

  • Implement efficient and consistent processes across various funds in different regions

  • Hone a strong understanding of distribution partner and platform operations

  • Assist in ad hoc projects, research, and proposals to strategize and support Blackstone Private Wealth expansion including new geographic markets and new business channels

Qualifications:

Blackstone seeks to hire individuals who work well in a team-driven working group, are highly motivated, intelligent, and have sound judgment and demonstrated excellence in prior endeavors. Additional qualifications include the following: 

  • Bachelor’s Degree

  • 3+ years of financial industry experience

  • Series 7 License (preferred)

  • Strong technical and analytical skills

  • Strong Excel skills

  • Strong verbal and written communication skills

  • Attention to detail and accuracy

  • Strong problem analysis and resolution skills

  • Experience identifying and summarizing issues and recommendations

  • Works efficiently in a deadline driven environment

  • Highly driven and proactive, and comfortable taking initiative

  • Manage multiple projects simultaneously

  • Comfortable working independently while in a team‐oriented environment

  • Understanding of HNW and Financial Advisor operating model is preferred

  • Knowledge of alternative investment funds and operational terms is helpful

  • Develop strong working relationships with colleagues, teams, and clients


The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position.  Assignments, duties, and responsibilities may be changed at any time, with or without notice, by Blackstone in its sole discretion.

Expected annual base salary range:

$130,000 - $175,000

Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications and job location. For roles located outside of the US, please disregard the posted salary bands as these roles will follow a separate compensation process based on local market comparables.

Additional compensation and benefits offered in connection with the roleconsist of comprehensive health benefits, including but not limited to medical, dental, vision, and FSA benefits; paid time off; life insurance; 401(k) plan; and discretionary bonuses. Certain employees may also be eligible for equity and other incentive compensation at Blackstone’s sole discretion.

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