Associate, Client Reporting Onboarding

About this role

BlackRock is one of the world’s preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the world. BlackRock offers a range of solutions — from rigorous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world’s capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares® ETFs.

Team Overview

Reporting and Distribution Services (RDS) is accountable for all aspects of our clients’ reporting experience, including the provision of market leading reporting solutions and effective client service. This position is located in Seattle. Responsibilities include successful delivery of critical functions every day and partnering with global colleagues to create and advance a globally aligned vision and business model.

Role Responsibility

Provide professional support on all levels and serve as a key resource to his/her manager as well as others in the firm.

• Deliver a superior client experience via front-line client service to clients and related third parties, including fielding and responding to client queries and the creation of accurate and meaningful ad hoc reports
• Analyze trends in queries to constantly improve service and client deliverables
• Understand flow of client, market and fund information across BlackRock and external data providers
• Configure new client deliverables, maximizing the use of existing processes and tools facilitate bespoke report creation through analyzing and researching client, market and fund data and related information
• Oversee and ensure timely and accurate distribution of all deliverables, proactively communicating potential delays to clients
• Constantly evaluate systems, processes and procedures for inefficiencies and make recommendations for improvement
• Support various projects, including automation/standardization efforts and the evolution of standard deliverables
• Use data and feedback to help evolve report content and presentation
• Build strong relationships with stakeholders and partners
• Inspire colleagues and self to engage and excel in work and career; embrace a culture of excellence, innovation, communication and accountability, where all members of the team are motivated to go above and beyond and think globally
• Understand the risk environment within the department – promote risk awareness, assessment and control

Experience

• BS/BA in business, finance, accounting, economics, or related field. MBA or CFA welcomed.
• Keen interest in investment products with 3-5+ years client service within financial services, particularly investment management or data visualization
• Outstanding client service skills, maturity and judgment in dealing directly with clientele
• Ability to manage change and improve business processes
• Highly tuned analytical and problem solving skills with the ability to synthesize information, summarize issues and think creatively
• Sharp control/risk mitigation mentality with high attention to detail and ability to know when to call out issues
• Exceptional written and verbal communication skills are essential
• Proficiency in Microsoft Office, including intermediate to advanced level Excel skills (PivotTables, vLookups, macros, etc.) and a strong interest in and aptitude for learning new applications

For Seattle, WA Only the salary range for this position is USD$90,000.00 - USD$127,500.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.

Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Our hybrid work model

BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.

About BlackRock

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being.  Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC’s Know Your Rights poster and its supplement and the pay transparency statement.

 

BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email [email protected]. All requests are treated in line with our privacy policy.

BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.