Blackstone Private Wealth
Financial Services
ClientServices,Analyst
Neural analysis suggests this role is
optimal for Entry candidates.
“Client Services, Analyst at Blackstone Private Wealth. Skills: Client Services, Financial Industry, Excel. Field operational inquiries. Liaise with business units”
Industry & Context.
problem analysis and resolution skills; Identify and summarize issues and recommendations
What They're Looking For.
Must Have
Bachelor's Degree, 2+ years of financial industry experience, Excel skills, verbal and written communication skills, Attention to detail and accuracy, problem analysis and resolution skills, Identify and summarize issues and recommendations, Work efficiently in a deadline driven environment, Manage multiple projects simultaneously, Work independently in a team‐oriented environment, Adaptable and collaborative, understanding of the high net worth and Financial Advisor operating model
Nice to Have
Series 7, Series 63, Knowledge of alternative investment funds and operational terms
What You'll Do.
Field operational inquiries
Liaise with business units
Project management across groups
Identify and document operational procedures
Develop understanding of distribution partners
Assist Financial Advisors with problem resolution
Assist in ad hoc projects
How You'll Work.
Team & Collaboration
Work with product team; Work with internal sales teams; Liaise with Blackstone business units; Liaise with transfer agents; Liaise with third-party service providers; Work with various groups within Blackstone Private Wealth; Develop working relationships with colleagues; Develop working relationships with teams; Develop working relationships with clients
Communication Scope
verbal and written communication skills
Process & Methodology
Project management across various groups, Manage multiple projects simultaneously
Full Job Description
Blackstone is the world’s largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1.1 trillion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis. Further information is available at [www.blackstone.com](http://www.blackstone.com). Follow @blackstone on [LinkedIn](https://www.linkedin.com/company/7834/), [X](https://X.com/blackstone), and [Instagram](https://www.instagram.com/blackstone/). Blackstone Private Wealth was established to answer the growing demand for Blackstone products from high-net worth investors. Partnering with many of the world’s largest private banks and wealth management firms as well as family offices, Blackstone’s Private Wealth team packages and delivers the full breadth of Blackstone’s alternative product capability to these firms and their clients as well as providing ongoing education, training, and support around alternatives. Job Description Specific responsibilities include: * Field operational inquiries from Financial Advisors & internal sales teams on Blackstone investment offerings. * Liaise with Blackstone business units, transfer agents, and other third-party service providers relating to client inquiries, problem resolutions, and reconciliations. * Project management across various groups within Blackstone Private Wealth to enhance collaboration and efficiencies. * Identify and document operational procedures for ongoing fund maintenance on various platforms. * Develop strong understanding of distribution partners’ operational platforms and processes and become resident Blackstone expert for adviso
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