Private Wealth Solutions - Investor Services – Transfer Agent Oversight, Vice President

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 www.blackstone.com. Follow @blackstone on LinkedIn, Twitter, and Instagram.
 

• 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
• Drive partner engagement and manage relationships with distributors, custodians and platform operational and trading teams
• Escalating issues and reporting root causes and trends back to management
• Liaise with FinTech Partners on order review, execution and manage trade document inventory
• Work closely with other Investor Service partners like onboarding, Illiquids and Coverage on cross-functional IS and PWS team initiatives
• Coordinate with internal business partners’ cash and share activity and transaction reporting to balance records with fund accounting records
• Develop, evolve and document operational frameworks for all funds and processes at transfer agents, custodians and other service providers
• Enhance partnership and client level experience via process improvement and workflow analysis, with both operational and Client service focused approaches

Qualifications:

Blackstone seeks to hire individuals who work well in a team-driven working group, are highly motivated, intelligent, have sound judgment and have demonstrated excellence in prior endeavors. 

The successful candidate must have:

• Bachelor’s Degree
• 7+ years of financial industry experience
• Series 7 License (a plus)
• Possess strong technical and analytical skills
• Strong computer and Excel skills
• Strong verbal and written communication skills
• Attention to detail and accuracy
• Problem analysis and resolution skills
• Ability to identify and summarize issues and recommendations
• Ability to work efficiently in a dynamic environment
• Highly driven and proactive with the ability to take initiative
• Able to manage multiple projects simultaneously
• Ability to work independently in a team‐oriented environment
• Enthusiastic, adaptable, and proactive
• Client focused
• Strong understanding of HNW and Financial Advisor operating model
• Knowledge of alternative investment fund and operational terms is helpful
• Able to develop strong working relationships with colleagues, teams, and clients

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:

$175,000 - $200,000

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: Base salary does not include other forms of compensation or benefits offered in connection with the advertised role.

Blackstone is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, p