Client Reporting Onboarding - Associate

About this role

About Black Rock

Black Rock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. As of March 31, 2022, the firm managed approximately $9.57 trillion in assets on behalf of investors worldwide.

The CX organization, situated within Technology & Operations, touches all aspects of the client journey, and is aligned across 4 key pillars:
Onboarding (Contracting, Client & Product Implementation, Due Diligence), CX Operations (COM, Invoicing, Reporting), CX Delivery (Client Experience Management, Whole portfolio Solutions Servicing), and CX Transformation (COO, Projects & Engineering, Analytics, Research). Our vision is to make service so simple it becomes a source of alpha for Black Rock.

Is your passion providing extraordinary service to clients while building and fostering positive relationships? Want to use your unique background to make an impact on the clients we service in a culture that flourishes on quality, innovation, collaboration and accountability? Are you looking to take your career to the next level? Look no further. At Black Rock, we are seeking a Reporting and Distribution Services Associate who is curious, collaborative, analytical, and passionate.

We recognise that strength comes from diversity, and will embrace your rare skills, inquisitiveness, and passion while giving you the opportunity to grow professionally and as an individual.

Black Rock's Reporting and Distribution Services team (RDS) is accountable for ensuring that Black Rock meets our clients need for data, including the provision of market leading reporting solutions and effective client service. As a part of the RDS Client Reporting team you will formulate the successful delivery of critical reporting and distribution functions daily and partner with colleagues to craft and advance a globally aligned vision and business model.

You will also handle the following:

• Analyse client requirements and deliver periodic client reports to demanding target dates
• Analysing trends in data requests to constantly improve service and client reports
• Understanding the flow of client, market and fund information across Black Rock and external data providers
• Leading and ensuring timely and accurate distribution of all deliverables; actively communicating potential delays to clients
• Constantly evaluating systems, processes and procedures for inefficiencies and making recommendations for improvement
• Use Black Rock's technology to provide efficient and scalable solutions, as well as regular application of Excel to customised solutions
• Supporting various projects, including automation/standardisation efforts and the evolution of standard reporting
• Understanding the risk environment within the department - promoting risk awareness, assessment and control

• High level of proficiency in Microsoft Excel, particularly VBA is desirable
• Keen interest in investment products with a preference of 3+years of financial services experience, especially client onboarding, communications or data visualisation
• Extraordinary client service skills, maturity and autonomy in dealing directly with clientele
• Excellent written and verbal communication skills
• Strong work ethic and willingness to give beyond the scope of one’s role to achieve team and firm objectives
• Excellent attention to detail, extremely accurate and well organise
• Strong analytical and problem solving skills with the ability to synthesise information, summarise issues and think creatively
• Sharp control/risk mitigation mentality with ability to know when to raise issues
• Lastly, your confirmed ability to operate under tight deadlines and prioritise work, coupled with your sound judgement to appropriately document conclusions will provide continued success.
• Using your proficiency in Microsoft Office, aptitude for learning new applications and your willingness to ask questions (while learning independently) will get you noticed.

• retirement investment and tools designed to help you in building a sound financial future
• access to education reimbursement
• comprehensive resources to support your physical health and emotional well-being
• family support programs
• Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about

Black Rock’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 we