BlackRock · 10 hours ago
Analyst, Investor Servicing & Onboarding
Princeton, NJ
Full-time
Hybrid
Entry Level
$76K/yr - $90K/yr
1+ years expBlackRock is the world's largest asset manager, dedicated to helping individuals achieve financial well-being. The Analyst in Investor Servicing & Onboarding will support the Alternatives Client Services team by providing timely and accurate information to clients, overseeing account reporting, and ensuring quality control in client communications.
Asset ManagementCrowdfundingFinancial ServicesFinTechReal Estate Investment
Responsibilities
Servicing as the liaison with clients and 3rd parties, fielding inquiries, researching requests, and coordinating appropriate responses
Assisting and handling the document review process ensuring efficient processes are instituted and implemented while maintaining a consistent focus on the client experience. Eliminating rework loops and adhering to department standards. Coordinating and tracking document updates with BlackRock Legal and outside counsel
Leading and maintaining electronic and hard copy filing systems
Overseeing account level reporting and distributions to clients (i.e. monthly, quarterly, and annually)
Coordinating cash flow management with clients and portfolio managers (e.g. contributions, redemptions, and product updates with clients / 3rd parties). Tracking and handling client cash flow activity within proprietary trading system
Assisting the transfer agent with client on-boarding, account set up, and data management. Building client profiles and investor attribute universe
Ensuring integrity of communications tools through data entry and maintenance. Deploying exception reporting within client data universe and performing regular analysis to ensure integrity/preservation
Transfer Agent oversight and quality control. Work with our 3rd parties to create transparency between BlackRock and vendors and ensure a positive client experience
Assisting team members as needed in successful completion of Alternative Client Support processes, deliverables and or improvements
Qualification
Required
Confirmed acumen for financial concepts, ability to speak thoughtfully and confidently while using applied financial reasoning
Highly attentive, ability to focus, excellent follow-through, flexibility and stellar grammar and English skills
Self-motivated, dedicated, able to change directions quickly, and capable of working well with strong personalities
Strong background in Word and Excel
Excellent communication skills, both orally and in writing
Capacity to multi-task, balance multiple priorities and meet deadlines in a dynamic and changing environment
Ability to support cross-functional projects and teams
Business, Financial, and Legal competence
Facility to grasp complex concepts and details quickly
Proven ability to work independently and as part of a team
Analytical problem-solving and troubleshooting skills
Working knowledge of administrative fundamentals
Preferred
1-3 years' experience (desired but not required) working within a financial services or banking platform, with financial securities, private placements, and limited offerings 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 (18)
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
2026-01-14
Investing.com
2026-01-14
Company data provided by crunchbase