Blackstone Private Wealth Global Transfer Agent Oversight Manager, Principal
BlackstoneAbout the role
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, X, and Instagram.
The Global Transfer Agent Oversight Manager will be responsible for overseeing the operational performance, compliance, and strategic alignment of transfer agent (TA) services across Blackstone’s Private Wealth Perpetual Funds. This role ensures that TA and Distributor/Custodian processes are executed efficiently, accurately, and in compliance with regulatory requirements while delivering exceptional service to investors and advisors. The individual will act as the Senior liaison between Blackstone Business Units, Private Wealth, Distributors/Custodians and its third-party transfer agents, driving operational excellence, mitigating risks, and ensuring alignment with the firm’s broader objectives.
Job Description
• Manage a team responsible for the day-to-day oversight of global transfer agent services, ensuring timely and accurate processing of investor transactions, including subscriptions, redemptions, transfers, and distributions.
• Monitor performance metrics and service level agreements (SLAs) to ensure third-party transfer agents meet Blackstone’s standards for quality and efficiency.
• Oversee transfer agent operations across multiple jurisdictions, ensuring consistency and adherence to local regulatory requirements.
• Collaborate with regional teams to address market-specific challenges and opportunities.
• Provide regular updates to senior leadership on TA performance, risks, and strategic initiatives.
• Lead vendor selection, onboarding, and performance evaluation processes for new transfer agents globally.
• Negotiate contracts and SLAs to ensure competitive pricing and high-quality service delivery.
• Identify and address operational bottlenecks, errors, or inefficiencies in TA, Distributor and Custodian processes.
• Drive partner engagement and manage relationships with operations and trading teams at distributors, custodians and FinTech platforms.
• Ensure transfer agent operations comply with applicable regulations, including AML/KYC requirements, FATCA/CRS reporting, and other jurisdiction-specific rules.
• Conduct regular audits and reviews of transfer agent processes to mitigate risks and ensure adherence to internal policies and external regulatory requirements.
• Collaborate with legal, compliance, business development, product strategy and marketing teams to address changes impacting TA operations.
• Coordinate with internal business partners’ cash and share activity and transaction reporting to balance records with fund accounting records.
• Drive the adoption of technology solutions to streamline TA workflows, reduce manual errors, and improve investor experiences.
• Collaborate with IT and data teams to ensure seamless integration of transfer agent platforms with Blackstone’s internal systems.
• Ensure transfer agent operations deliver a seamless and positive experience for investors and advisors.
• Address escalated investor inquiries and resolve complex issues related to TA processes.
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.
In addition, the successful candidate must meet the following qualifications:
• Bachelor’s Degree.
• 8+ years of experience in transfer agent oversight, investor services, operations or related role(s) within asset management, private equity, or financial services.
• Series 7 License.
• Experience managing vendor relationships and driving performance improvements.
• Strong
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