What are the responsibilities and job description for the Analyst, Client Reporting Onboarding position at blackrock?
About this role
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.
As of 31 December 2024, the firm managed approximately $11.6 trillion in assets on behalf of investors worldwide. With 89 offices in 38 countries, BlackRock is a truly global firm that can combine the benefits of worldwide reach with local service and relationships. We manage assets for clients in North and South America, Europe, Asia, Australia, the Middle East and Africa.
Your Team
Our mission within the Client Experience (CX) organization is to make it easier for clients to do business with BlackRock, making service so simple it becomes a source of alpha. We are organized across 4 key pillars:
Client Experience Delivery, client-facing teams orchestrating all aspects of service delivery, and onboarding teams bringing new business onto our platform, Client Experience Wealth, differentiated capability for both Whole Portfolio and Wealth clients & products, respectively, Client Experience Operations, core client operations teams driving reporting, billing, and onboarding due diligence across the globe Client Experience Transformation, accelerating progress towards our CX mission via research and competitive insights, analytics, marketing, business and change management
The Reporting team is accountable for all aspects of our clients’ reporting experience, including the provision of market leading reporting solutions and effective client service. 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.
Your Responsibilities
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
You have…
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 (Pivot Tables, vLookups, macros, etc.) and a strong interest in and aptitude for learning new applications
Self-motivated: able to show initiative and come up with ideas without prompting
Strong communication and presentation skills (written and verbal)
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 Disability.Assistance@blackrock.com. 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.Salary : $61,750 - $82,000
