Credit & Insurance - ICS; Client Onboarding), Associate
Listed on 2026-01-12
-
Finance & Banking
Financial Analyst, Risk Manager/Analyst -
Business
Financial Analyst, Risk Manager/Analyst
Location: New York
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 Follow @blackstone on Linked In, X, and Instagram.
Blackstone Credit & Insurance ("BXCI") is one of the world’s leading credit investors. Our investments span the credit markets, including private investment grade, asset based lending, public investment grade and high yield, sustainable resources, infrastructure debt, collateralized loan obligations, direct lending and opportunistic credit. We seek to generate attractive risk‑adjusted returns for institutional and individual investors by offering companies capital needed to strengthen and grow their businesses.
BXCI is also a leading provider of investment management services for insurers, helping those companies better deliver for policyholders through our world‑class capabilities in investment grade private credit.
BXCI is seeking a highly organized, detail‑oriented, and client‑focused Client Onboarding Associate to join our Client Onboarding team within the BXCI Institutional Client Solutions business. This role will be central to onboarding new clients across Separately Managed Accounts (SMAs), Fund of Ones, and Multi‑Asset Credit Mandates.
The ideal candidate will combine exceptional interpersonal and communication skills with strong project coordination techniques, acting as the bridge between clients, internal stakeholders, investments and operational teams, ensuring a smooth onboarding experience, managing timelines, and coordinating across multiple work streams while maintaining a high level of professionalism and client satisfaction.
Key Responsibilities Client Interface & Relationship Management- Serve as a primary point of contact for new client onboarding projects.
- Conduct onboarding meetings, gather requirements, and provide regular updates.
- Build and maintain strong relationships with clients, and other external partners.
- Ensure client expectations are clearly understood, documented, and met.
- Lead and coordinate onboarding processes for SMAs, Funds of One, and new product launches from initiation to completion.
- Partner with legal, compliance, operations, investments, and technology teams to ensure client requirements are fully understood and delivered.
- Develop and maintain onboarding project plans, tracking milestones and deliverables to ensure timely completion.
- Identify risks early, implement mitigation strategies, and elevate issues proactively to keep projects on track.
- Translate client and business requirements into actionable steps for internal teams.
- Identify opportunities to streamline onboarding processes and improve client experience.
- Develop standard frameworks and processes, and build a scalable platform for BXCI.
- Support data‑related initiatives, including building out the systems that support the onboarding processes.
- 3+ years of experience in client onboarding, project coordination, or business analysis within the asset management or financial services industry.
- Familiarity with SMA and Fund‑of‑One structures is preferred.
- Working knowledge of credit and real estate debt strategies is preferred.
- Experience working with insurance and other Institutional clients is preferred.
- Strong organizational skills; manages multiple onboarding projects concurrently to meet client and firm deadlines.
- Excellent communication and interpersonal skills; engages confidently with clients and senior stakeholders.
- Detail‑oriented with a commitment to delivering high‑quality work.
- Proficiency in the MS Office Suite.
- Analytical mindset with…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).