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Blackstone Private Wealth – Investor Services – Transfer Agent Oversight, Associate
Blackstone
Oversee transfer agent operations and partner relationships for private wealth investor services.
5d ago
$125,000 - $150,000
Intermediate (4-7 years)
Full Time
New York, NY
Office Full-Time
Company Size
4,895 Employees
Service Specialisms
Real Estate Investment
Private Equity
Hedge Fund Solutions
Credit
Infrastructure
Tactical Opportunities
Fund of Funds Solutions
Sector Specialisms
Energy
Infrastructure
Transport
Water
Waste
Buildings
Commercial
Residential
Role
What you would be doing
fund structuring
process improvement
cash reconciliation
trade analysis
operations oversight
framework development
- Escalating issues and reporting root causes and trends back to management
- Work closely with other Investor Service partners like onboarding, Illiquids and Coverage on cross-functional IS and BXPW team initiatives
- Supervising or training securities licensed employees;
- Structuring or creating Blackstone funds/products; and
- Enhance partnership and client level experience via process improvement and workflow analysis, with both operational and Client service focused approaches
- Drive partner engagement and manage relationships with distributors, custodians and platform operational and trading teams
- Coordinate with internal business partners’ cash and share activity and transaction reporting to balance records with fund accounting records
- Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials.
- Oversee daily operations of transfer agents and service providers, ensuring a seamless execution of transaction processes, reflecting Blackstone’s quality and brand reputation across function groups and workstreams including client statement reporting, tax generation, compliance, cash reconciliation, etc.
- Analyze trade order reports for Not in Good Order Trades items and identify resolutions
- Attending client meetings where you are discussing Blackstone products and/or and client questions;
- Liaise with FinTech Partners on order review, execution and manage trade document inventory
- Manages multiple projects simultaneously
- Develop, evolve and document operational frameworks for all funds and processes at transfer agents, custodians and other service providers
- Marketing Blackstone funds to new or existing clients;
What you bring
excel
series 7
bachelor’s
problem solving
attention to detail
3+ years
- Strong computer and Excel skills
- Problem analysis and resolution skills
- Attention to detail and accuracy
- Strong understanding of HNW and Financial Advisor operating model
- Possess strong technical and analytical skills
- Strong verbal and written communication skills
- Knowledge of alternative investment fund and operational terms is helpful
- Works independently in a team‐oriented environment
- 3+ years of financial industry experience
- Series 7 License (a plus)
- Skill to identify and summarize issues and recommendations
- Can develop strong working relationships with colleagues, teams, and clients
- Capability to work efficiently in a dynamic environment
- Enthusiastic, adaptable, and proactive
- Highly driven and proactive with the willingness to take initiative
- Bachelor’s Degree
Information not given or found
Training + DevelopmentInformation not given or found
Interview process
Information not given or found
Visa SponsorshipInformation not given or found
Security clearanceInformation not given or found
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Company
Overview
$1 Trillion in AUM
Assets Under Management
As of March 2025, the firm manages over $1 trillion in global investments across multiple asset classes.
$13.23B in Revenue
Annual Revenue
Achieved $13.23 billion in revenue for the year ending in 2024, reflecting strong growth in its core businesses.
- 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.
15% Reduction
Carbon Emissions
Achieved a significant reduction in carbon emissions across new assets under their control.
- Extraordinary people
- Flexible capital
- Creating positive economic impact and long-term value for investors, companies, and communities.
Net Zero 2050
Long-term emission target
Committed to achieving net-zero greenhouse gas emissions by 2050.
$15B Investment
Energy transition funding
Over $15 billion committed since 2019 to energy transition and climate solutions, with potential to scale up to $100B over the next decade.
15% Emissions Reduction
Scope 1 & 2 reductions
Achieved a 15% reduction in Scope 1 & 2 emissions over three years through the Emissions Reduction Program.
LEED Platinum
Building certification
Willis Tower achieved LEED Platinum certification with notable energy and water efficiency improvements.
- Developed carbon accounting system tracking Scope 1 & 2 emissions reductions
- Willis Tower: energy use down 20% and water use down 30%
- Link Logistics: 100% renewable energy by 2024; 300 MW solar by 2025; LED lighting retrofits by 2025
- ENERGY STAR benchmarking annually
Over 100,000 Hires
Veterans Hiring Initiative
The initiative has successfully hired over 100,000 veterans, their spouses, and caregivers since 2013.
25% Veterans
Veterans in Workforce
Approximately 25% of employees at QTS are veterans, reflecting strong commitment to hiring service members.
- Focus on building diverse and inclusive teams: recruiting, talent development, community & inclusion, and accountability
- Recruiting programs including Future Women Leaders, Diverse Leaders, Future Diverse Innovators, Blackstone Real Estate Leaders
- Employee Resource Groups: Diverse Professionals Network, Women’s Initiative, OUT Blackstone, Veterans Network, Working Families
- No gender-specific statistics publicly available on corporate site
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