Analyst, Client Reporting Onboarding

About this role

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

As of 31 December 2024, the firm managed approximately $11.6 trillion in assets on behalf of investors worldwide. With 89 offices in 38 countries, BlackRock is a truly global firm that can combine the benefits of worldwide reach with local service and relationships. We manage assets for clients in North and South America, Europe, Asia, Australia, the Middle East and Africa.

Your Team

Our mission within the Client Experience (CX) organization is to make it easier for clients to do business with BlackRock, making service so simple it becomes a source of alpha. We are organized across 4 key pillars:

Client Experience Delivery, client-facing teams orchestrating all aspects of service delivery, and onboarding teams bringing new business onto our platform, Client Experience Wealth, differentiated capability for both Whole Portfolio and Wealth clients & products, respectively, Client Experience Operations, core client operations teams driving reporting, billing, and onboarding due diligence across the globe Client Experience Transformation, accelerating progress towards our CX mission via research and competitive insights, analytics, marketing, business and change management

The Reporting team is accountable for all aspects of our clients’ reporting experience, including the provision of market leading reporting solutions and effective client service. Responsibilities include successful delivery of critical functions every day and partnering with global colleagues to create and advance a globally aligned vision and business model.

Your Responsibilities

• Deliver a superior client experience via front-line client service to clients and related third parties, including fielding and responding to client queries and the creation of accurate and meaningful ad hoc reports

• Analyze trends in queries to constantly improve service and client deliverables

• Understand flow of client, market and fund information across BlackRock and external data providers

• Configure new client deliverables, maximizing the use of existing processes and tools facilitate bespoke report creation through analyzing and researching client, market and fund data and related information

• Oversee and ensure timely and accurate distribution of all deliverables, proactively communicating potential delays to clients

• Constantly evaluate systems, processes and procedures for inefficiencies and make recommendations for improvement

• Support various projects, including automation/standardization efforts and the evolution of standard deliverables

• Use data and feedback to help evolve report content and presentation

• Build strong relationships with stakeholders and partners

• Inspire colleagues and self to engage and excel in work and career; embrace a culture of excellence, innovation, communication and accountability, where all members of the team are motivated to go above and beyond and think globally

• Understand the risk environment within the department – promote risk awareness, assessment and control

You have…

• BS/BA in business, finance, accounting, economics, or related field. MBA or CFA welcomed.

• Keen interest in investment products with 3-5+ years client service within financial services, particularly investment management or data visualization

• Outstanding client service skills, maturity and judgment in dealing directly with clientele

• Ability to manage change and improve business processes

• Highly tuned analytical and problem solving skills with the ability to synthesize information, summarize issues and think creatively

• Sharp control/risk mitigation mentality with high attention to detail and ability to know when to call out issues

• Exceptional written and verbal communication skills are essential

• Proficiency in Microsoft Office,