Client Reporting Onboarding Analyst - San Francisco, United States - BlackRock Services

Description

About this role
About BlackRock

BlackRock's purpose is to help more and more people experience financial well-being.

As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals.

As of June 30, 2023, the firm managed approximately $9.4 trillion in assets on behalf of investors worldwide
About Client Experience

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,

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, and

Client Experience Transformation , accelerating progress towards our CX mission via research and competitive insights, analytics, marketing, business and change management
Team Overview

The Reporting Solutions team sits in CX Operations

and is accountable for ensuring that BlackRock meets our clients need for data, including the provision of market leading reporting solutions and effective client service.

As a part of the Client Reporting team you will formulate the successful delivery of critical reporting and distribution functions daily and partner with colleagues to craft and advance a globally aligned vision and business model.

Role Responsibility:
Analyze client requirements and deliver periodic client reports to demanding target dates
Analyzing trends in data requests to constantly improve service and client reports
Understanding the flow of client, market and fund information across BlackRock and external data providers
Leading and ensuring timely and accurate distribution of all deliverables; actively communicating potential delays to clients
Constantly evaluating systems, processes and procedures for inefficiencies and making recommendations for improvement
Use BlackRock's technology to provide efficient and scalable solutions, as well as regular application of Excel to customised solutions
Supporting various projects, including automation/standardisation efforts and the evolution of standard reporting
Understanding the risk environment within the department – promoting risk awareness, assessment and control
Proficiencies

High level of proficiency in Microsoft Excel, particularly VBA is desirable
Keen interest in investment products
Extraordinary client service skills, maturity and autonomy in dealing directly with clientele
Excellent written and verbal communication skills
Strong work ethic and willingness to give beyond the scope of one's role to achieve team and firm objectives
Excellent attention to detail, extremely accurate and well organise
Strong analytical and problem solving skills with the ability to synthesise information, summarise issues and think creatively
Sharp control/risk mitigation mentality with ability to know when to raise issues
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Our benefits

To help you stay energized, engaged and inspired, we offer a wide range of employee benefits including: retirement investment and tools designed to help you in building a sound financial future; access to education reimbursement; comprehensive resources to support your physical health and emotional well-being; family support programs; and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Our hybrid work model

BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all.

Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week.

Some business groups may require more time in the office due to their roles and responsibilities.

We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation.

As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.

About BlackRock
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.

For additional information on BlackRock, please visit

@blackrock

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@blackrock | LinkedIn:

BlackRock is proud to be an Equal Opportunity Employer.

We evaluate qualified applicants without regard to age, disability, race, religion, sex, sexual orientation and other protected characteristics at law.

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