Blackstone Private Wealth – Investor Services Operations Specialist, Associate

Blackstone Private Wealth – Investor Services 1031 Operations Specialist, Associate page is loaded## Blackstone Private Wealth – Investor Services 1031 Operations Specialist, Associate locations:
San Francisco time type:
Full time posted on:
Posted Todayjob requisition :
40888

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 , , and .
** Job Description Summary
** Blackstone Private Wealth was established to answer the growing demand for Blackstone products from high-net worth investors. Partnering with many of the world’s largest private banks and wealth management firms as well as family offices, Blackstone’s Private Wealth team packages and delivers the full breadth of Blackstone’s alternative product capability to these firms and their clients and provides ongoing product and advisor support, as well as education and training around alternatives.
** Job Description
** Responsibilities:
* Serve as investor servicing close specialist for 1031 exchange program including through client relationship management and operational and trade support.
* Drive the pre-close lifecycle tasks, including connecting responsible parties while multitasking across multiple deliverables prior to fund closes.

Identify and exercise best practices for operational processes to create excellent client experiences.
* Ongoing Investor servicing of existing investors in 1031 exchange program.
* Manage pipeline and capacity of current fund in market.
* Onboard new intermediaries including distribution platforms, subscription document tech platforms, and others as needed.
* Project management; spearhead communications to create successful collaboration across various business functions.
* Take a hands-on approach to all aspects of project management, including data gathering, documentation, use case development, training and mentorship, planning and execution, and communications with business stakeholders.

Qualifications:

* 3+ years of financial industry experience.
* Series 7 and Series 63 (or equivalent).
* Proficient understanding in all aspects of a 1031 Exchange – including structure, tax, investment processes, etc.
* Proficient in Microsoft applications including Outlook and Excel.
* Strong consultative and interpersonal skills.
* Discusses complex issues effectively and in a straightforward manner.
* Strong attention to detail and follow through to resolve issues.
* Outstanding collaboration skills to work with product specialists, sales, and advisors to deliver advantageous tax solutions for high-net-worth clients.
* Highly organized with a strong work ethic; works efficiently while managing competing priorities including long-term projects and ad hoc requests.

San Francisco Applicants:
Blackstone will consider for employment qualified applicants with arrest and conviction records, consistent with the San Francisco Fair Chance Ordinance. 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.
** Expected annual base salary range:**$125,000 - $150,000

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…