Institutional Client Solutions - Onboarding Coordinator, Associate at Blackstone in New York, NY | USD145,000-160,000 | Kablio

Role

Description

digital tools

process metrics

investor data

aml/kyc

subscription review

project 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.
Builds strong working relationships with colleagues, teams, and clients globally
Coordinate internally with Finance/Operations, Legal & Compliance (L&C), Tax, and Institutional Client Solutions (ICS), and externally with counsel and advisors to resolve questions and keep timelines on track.
Attending client meetings where you are discussing Blackstone products and/or and client questions;
Structuring or creating Blackstone funds/products; and
Maintain accurate investor data and records; perform reconciliations and exception tracking.
Support routine audits.
Marketing Blackstone funds to new or existing clients;
Supervising or training securities licensed employees;
Effectively identifies & summarizes issues & proposes recommendations
Track milestones to close, provide clear status updates to stakeholders, and escalate issues promptly.
Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials.
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.
Apply internal policies during onboarding.
Route, coordinate, and track AML/KYC and tax reviews to sign-off; ensure all regulatory checks are completed.
Effectively manages multiple projects simultaneously

Requirements

excel

powerpoint

bachelor’s

financial experience

problem solving

detail‑oriented

Problem analysis and resolution skills
3+ years of financial industry and operational experience with a strong understanding of alternatives.
Exceptional verbal and written communication skills
Performs well at a high-level within a dynamic team culture with a focus on excellence
Works well independently in a team‐oriented environment
Highly motivated, proactive, and takes initiative
Bachelor’s degree required
Attention to detail and accuracy
Proficient in Microsoft Office, particularly Excel and PowerPoint.

Benefits

Information not given or found

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

Information not given or found

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.

Culture + Values

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.

Environment + Sustainability

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

Inclusion & Diversity

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

Articles

Careers

Our Portfolio

Investment Strategies

Blackstone Charitable Foundation

Role

Description

digital tools

process metrics

investor data

aml/kyc

subscription review

project 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.
Builds strong working relationships with colleagues, teams, and clients globally
Coordinate internally with Finance/Operations, Legal & Compliance (L&C), Tax, and Institutional Client Solutions (ICS), and externally with counsel and advisors to resolve questions and keep timelines on track.
Attending client meetings where you are discussing Blackstone products and/or and client questions;
Structuring or creating Blackstone funds/products; and
Maintain accurate investor data and records; perform reconciliations and exception tracking.
Support routine audits.
Marketing Blackstone funds to new or existing clients;
Supervising or training securities licensed employees;
Effectively identifies & summarizes issues & proposes recommendations
Track milestones to close, provide clear status updates to stakeholders, and escalate issues promptly.
Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials.
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.
Apply internal policies during onboarding.
Route, coordinate, and track AML/KYC and tax reviews to sign-off; ensure all regulatory checks are completed.
Effectively manages multiple projects simultaneously

Requirements

excel

powerpoint

bachelor’s

financial experience

problem solving

detail‑oriented

Problem analysis and resolution skills
3+ years of financial industry and operational experience with a strong understanding of alternatives.
Exceptional verbal and written communication skills
Performs well at a high-level within a dynamic team culture with a focus on excellence
Works well independently in a team‐oriented environment
Highly motivated, proactive, and takes initiative
Bachelor’s degree required
Attention to detail and accuracy
Proficient in Microsoft Office, particularly Excel and PowerPoint.

Benefits

Information not given or found

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

Information not given or found

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.

Culture + Values

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.

Environment + Sustainability

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

Inclusion & Diversity

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

Articles

Careers

Our Portfolio

Investment Strategies

Blackstone Charitable Foundation