BlackRock · 2 hours ago
GAAPS Alternatives | Analyst/Associate Client Services | Princeton and Seattle
Princeton, NJ
Full-time
Hybrid
Entry, Mid Level
$71K/yr - $90K/yr
1+ years expBlackRock is the world's largest asset manager, dedicated to empowering employees and fostering positive relationships. The Analyst/Associate in Client Services will support private market products through investor servicing, onboarding, and risk management, ensuring efficient operations and strong client relationships.
Asset ManagementCrowdfundingFinancial ServicesFinTechReal Estate Investment
Responsibilities
Coordinate client onboarding, fund launches, and trade activity, partnering with Transfer Agents (TAs) to manage account setup and maintain accurate investor data
Build and maintain detailed client profiles, developing an investor attribute framework to enhance servicing and data management
Provide a streamlined global onboarding experience, managing the pipeline from pre-win through close, communicating status updates, and escalating issues as needed
Oversee document review processes in collaboration with BlackRock Legal and external counsel, ensuring efficient tracking and implementation of updates
Facilitate cash flow processes, coordinating subscriptions, redemptions, and product updates with clients and portfolio managers
Maintain governance and quality control of third-party service providers, promoting transparency and adherence to global standards
Develop strong internal partnerships to anticipate product pipeline changes and evolving business requirements
Deliver accurate and timely investor and fund reports, including account statements, capital calls, distributions, Schedule K-1s, and fund updates
Serve as a central point of contact for client and stakeholder inquiries, researching requests and coordinating accurate responses
Manage investor change requests, such as wire instructions and contact updates, ensuring proper authorization and accurate system updates
Monitor capital activity funding by working closely with Transfer Agents and portfolio management teams
Identify operational inefficiencies and implement solutions to mitigate risks, enhance data quality, and improve workflow efficiency
Enhance regulatory reporting processes by improving data integrity and optimizing workflows
Maintain data accuracy across systems, leveraging Airtable workflows and exception reporting to ensure process integrity
Qualification
Required
3-5 years of experience for Associate Role, with a strong focus on overseeing product pipelines and managing end-to-end investor onboarding processes
1-3 years of experience for Analyst Role, emphasizing risk management of critical operational processes and investor servicing
Financial services or investment management experience preferred, particularly exposure to private placements, financial securities, and limited offerings
Basic knowledge of open- and closed-end fund operations and structures
Strong understanding of business operations, financial principles, and legal frameworks related to investment products and services
Proven experience in a client-facing role, with the ability to handle inquiries and build trusted relationships
Exceptional organizational skills, with the ability to manage competing priorities in a dynamic environment
Excellent verbal and written communication skills, with a keen attention to detail and strong follow-through
Adaptable, resilient, and able to respond quickly to shifting business needs
Self-driven, collaborative, and effective in working with both internal and external stakeholders
Proficiency in Microsoft Office Suite, particularly Word and Excel
Strong analytical problem-solving skills with the ability to assess issues, analyze data, and deliver effective solutions
Ability to grasp and apply complex concepts and procedures, working both independently and as part of a global team
Preferred
Experience with Airtable databases, interfaces, and automation is a plus
Benefits
Annual discretionary bonus
Healthcare
Leave benefits
Retirement benefits
Strong retirement plan
Tuition reimbursement
Comprehensive healthcare
Support for working parents
Flexible Time Off (FTO)
Company
BlackRock
BlackRock is an investment company that offers its services to institutions, intermediaries, foundations, and individual investors.
10001+ employees
H1B Sponsorship
BlackRock has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (14)
2024 (34)
2023 (8)
2022 (37)
2021 (31)
2020 (27)
Funding
Current Stage
Public CompanyTotal Funding
$6.59BKey Investors
Ariel Yehezkel
2025-06-20Post Ipo Equity· $0.02M
2025-03-27Post Ipo Debt· $1.08B
2024-07-17Post Ipo Debt· $2.5B
Leadership Team
Andrew Leba
Vice President & Legal Counsel
Mike Strug
Vice President
Recent News
2025-12-30
MarketScreener
2025-12-30
2025-12-29
Company data provided by crunchbase