Private Wealth Solutions - LatAm Coverage, Analyst (Latin America)

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 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.
 

Private Capital Group/Private Wealth Solutions is seeking a strong well-rounded investor services team player who is both operational and client centric. The role is focused on the support of internal and external stakeholders and client services to Blackstone’s growing investor base, which includes Family Offices, distributors, and some institutional investors. Supporting of senior team members on business development and sales efforts may be required from time to time. Candidates should exhibit strong technical and analytical skills as well as exceptional communication and organizational skills. Candidates should be  self-motivated and team-oriented individuals with innovative ideas and  solutions who thrive on challenge in a dynamic environment with a focus on investor servicing.
 

Responsibilities

• Client Service:
  • Support senior team members with business development efforts and handle operational aspects of the business as needed
  • Work with coverage lead on briefing notes for upcoming LP/prospect meetings as well as proposing ideas based on IOI / meeting notes / understanding of LP or prospect
  • Manage the efficient onboarding process for all PCG/PWS investors across multiple business units, including assisting with subscription document completion, liaising with legal counsel, clearing AML / KYC requirements.
  • Work closely with Legal and Compliance, Finance and Investor Relations across business units to ensure daily running of the business.   
  • Cultivate Limited Partner relationships by responding to a broad range of investor requests including cash flow analysis, audit confirmations, financial statements, as well as processing updates to investor details including wire instructions and authorized parties and signatories, and ad – hoc client requests
  • Attend fund launch calls, DD days, fund updates to take notes and become information resource for team
• Marketing Coordinator
  • Manage and co-ordinate all marketing materials and data room access including resolving any data room and Salesforce issues.
  • Maintain the CRM system of clients and prospects, including managing all relevant communications and invitations.
  • Create and distribute quarterly product offering email.
  • Responsible for tracking opportunities and booking commitment information to assist in senior management reporting
  • Main point of contact for all BU’s & PWS marketing in regards to firm wide events, log and circulate PCG invitees, registrants, and participants
  • Assist in maintaining the PCG Client Coverage reporting
  • Completing suitability for new clients, monitoring when suitability expires and refreshing
• Ad hoc / Special Projects
  • Coordinating with our Technology leads on ICS projects to better streamline processes with our key systems: Salesforce, Tableau, BX Access.
  • Assist with strategic initiatives / projects
     

Qualifications

• Proficiency in Spanish is required
• 1+ years of financial industry and operational experience with a strong understanding of alternatives.
• Exceptional verbal and written communication skills
• Ability to work in a fast paced environment
• Proficient in Microsoft Office, particularly Excel and PowerPoint.
• Able to develop strong working relationships with colleagues, teams, and clients globally
• Adaptable, highly motivated, collaborative, and proactive
• Attention to detail and accuracy
• Problem analysis and resolution
• Ability to identify & summarize issues & recommendations
• Ab