Institutional Client Solutions - Onboarding Coordinator, Principal

Overview

Manage end‑to‑end onboarding of institutional investors, overseeing docs, AML/KYC, coordination across teams.

Key Responsibilities

• fund structuring
• investor data
• process automation
• aml/kyc
• subscription review
• project tracking

Tasks

-Apply internal policies during onboarding. -Track milestones to close, provide clear status updates to stakeholders, and escalate issues promptly. -Structuring or creating Blackstone funds/products; and -Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials. -Maintain accurate investor data and records; perform reconciliations and exception tracking. -Improve processes, define simple metrics and service levels, and pilot tools such as e-signature, digital forms, and workflow trackers to reduce errors and cycle time. -Identifies & summarizes issues & recommendations. -Coordinate internally with Finance/Operations across groups, Legal & Compliance, Tax, and Institutional Client Solutions, and externally with counsel and advisors to resolve questions and keep timelines on track. -Support routine audits. -Develops strong working relationships with colleagues, teams, and clients globally. -Supervising or training securities licensed employees; -Identify bottlenecks and risks early, raise issues to the right teams, and drive them to resolution. -Review subscription agreements and related documents, identify gaps, coordinate investor edits and signatures, and work directly with investors and their advisors to completion. -Effectively manages multiple projects simultaneously. -Attending client meetings where you are discussing Blackstone products and/or and client questions; -Route, coordinate, and track AML/KYC and tax reviews to sign-off; ensure all regulatory checks are completed. -Marketing Blackstone funds to new or existing clients; -Lead and oversee the ICS onboarding team.

Requirements

• 8+ years
• bachelor's
• excel
• powerpoint
• communication
• problem solving

What You Bring

-8+ years of financial industry and operational experience with a strong understanding of alternatives. -Works well independently as well as in a team‐oriented environment. -Collaborative and proactive with high attention to detail and accuracy. -Exceptional verbal and written communication skills. -Problem analysis and resolution skills. -Works efficiently, often under competing deadlines. -Bachelor’s degree. -Proficient in Microsoft Office, particularly Excel and PowerPoint.

People Also Searched For

About Blackstone

-Began as a mergers & acquisitions advisory firm, founded in New York in 1985. -Operates across diverse sectors including real estate, private equity, and infrastructure. -Known for landmark transactions such as the acquisition of the Savoy Group and Merlin Entertainments. -Focuses on projects like building data centers and acquiring commercial properties. -Invests in themes like AI, life sciences, and energy transition under recent leadership. -Operates unique initiatives including in-house media production and employee-ownership programs.

Sector Specialisms