Blackstone Private Wealth - Client Services, Analyst

Responsibilities

• 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 advisors.
• Assist Financial Advisors with problem resolution of account opening, maintenance items and other inquiries related to client onboarding, servicing and client retention (deadlines, platform questions, redemptions, capital calls, distributions).
• Assist in ad hoc projects / research to support Blackstone Private Wealth business initiatives.

The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by Blackstone in its sole discretion.

• Bachelor’s Degree
• 2+ years of financial industry experience
• Series 7 and Series 63, preferred
• Strong Excel skills
• Strong verbal and written communication skills
• Attention to detail and accuracy
• Strong 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
• Strong understanding of the high net worth and Financial Advisor operating model
• Knowledge of alternative investment funds and operational terms is helpful
• Develop strong working relationships with colleagues, teams, and clients

Expected annual base salary range: $100,000 - $130,000. Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications and job location. For roles located outside of the US, please disregard the posted salary bands as these roles will follow a separate compensation process based on local market comparables.

Additional compensation and benefits offered in connection with the role consist of comprehensive health benefits, including but not limited to medical, dental, vision, and FSA benefits; paid time off; life insurance; 401(k) plan; and discretionary bonuses. Certain employees may also be eligible for equity and other incentive compensation at Blackstone’s sole discretion.

Blackstone is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws.

This policy applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, transfer, leave of absence, compensation, and training. All Blackstone employees, including but not limited to recruiting personnel and hiring managers, are required to abide by this policy. If you need a reasonable accommodation to complete your application, please contact Human Resources at  (US), +44 (0) (EMEA) or  (APAC).