Blackstone Private Wealth - Investor Services, Analyst

The Blackstone Group L.P.

Miami (FL)

On-site

USD 100,000 - 130,000

Full time

14 days+
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Benefits offered by this job

Health benefits
Paid time off
Life insurance
401(k) plan
Discretionary bonuses
Equity opportunities

Job summary

The Blackstone Group L.P. is seeking a Private Wealth Analyst in the United States to manage investor queries for Blackstone Drawdown funds across asset classes and coordinate due diligence questionnaires and investor reporting.

Ideal candidates hold a Bachelor’s Degree, 2+ years in financial services, and demonstrate strong Excel and communication skills, with the ability to manage multiple projects under deadlines. Base salary ranges from $100,000 to $130,000 with comprehensive benefits.

Qualifications

  • Bachelor’s Degree required.
  • 2+ years of financial industry experience.
  • Strong Excel skills and analytical abilities.
  • Excellent verbal and written communication skills.
  • Attention to detail and accuracy; able to work under deadlines.
  • Ability to manage multiple projects and work both independently and in a team.

Responsibilities

  • Manage Financial Advisor and investor queries for Blackstone Drawdown funds across all asset classes.
  • Lead coordination of Due Diligence Questionnaires, tax questionnaires, and additional ad hoc requests between investing businesses and Private Wealth clients.
  • Lead Investor Relation coordination for Blackstone's Multi-Asset Drawdown products, including investor reporting and commentary, audit and tax questionnaires.
  • Assist in oversight of third-party feeder fund providers including feeder General Partners, capital activity, quarterly reporting, audit, tax, etc.
  • Coordinate with global Investor Services colleagues to provide support for funds managed outside of the US.
  • Implement efficient and consistent processes across funds in different regions.
  • Hone understanding of distribution partner and platform operations.
  • Assist in ad hoc projects, research, and proposals to support Blackstone Private Wealth expansion.

Skills

Strong Excel skills
Verbal and written communication
Attention to detail
Problem analysis and resolution
Multi-project management
Independent/d teamwork
Knowledge of alternative investmentfu
Relationship building

Education

Bachelor’s Degree
Series 7 License (preferred)

Job description

Blackstone is the world's largest alternative asset manager. Blackstone seeks to deliver compelling returns for institutional and individual investors by strengthening the companies in which the firm invests. Blackstone's over $1.3 trillion in assets under management include global investment strategies focused on real estate, private equity, credit, infrastructure, life sciences, growth equity, secondaries and hedge funds. Further information is available at www.blackstone.com. Follow @blackstone on LinkedIn, X (Twitter), and Instagram.

Blackstone Private Wealth was established to answer the growing demand for Blackstone products from high-net worth investors. Partnering with many of the world's largest private banks and wealth management firms as well as family offices, Blackstone's Private Wealth team packages and delivers the full breadth of Blackstone's alternative product capability to these firms and their clients and provides ongoing product and advisor support, as well as education and training around alternatives.

Responsibilities
  • Manage Financial Advisor and investor queries for Blackstone Drawdown funds across all asset classes
  • Lead coordination of Due Diligence Questionnaires, tax questionnaires, and additional ad hoc requests between investing businesses and Private Wealth clients
  • Lead Investor Relation coordination for Blackstone's Multi-Asset Drawdown products, including but not limited to investor reporting and commentary, audit and tax questionnaires, and more
  • Assist in the oversight of third-party feeder fund providers including feeder General Partners, capital activity, quarterly reporting, audit, tax, etc.
  • Coordinate with global Investor Services colleagues to provide support for funds managed outside of the US
  • Implement efficient and consistent processes across various funds in different regions
  • Hone a strong understanding of distribution partner and platform operations
  • Assist in ad hoc projects, research, and proposals to strategize and support Blackstone Private Wealth expansion including new geographic markets and new business channels
Qualifications
  • Bachelor’s Degree
  • 2+ years of financial industry experience
  • Series 7 License (preferred)
  • Strong technical and analytical skills
  • Strong Excel skills
  • Strong verbal and written communication skills
  • Attention to detail and accuracy
  • Strong problem analysis and resolution skills
  • Experience identifying and summarizing issues and recommendations
  • Works efficiently in a deadline driven environment
  • Highly driven and proactive, and comfortable taking initiative
  • Manage multiple projects simultaneously
  • Comfortable working independently while in a team-oriented environment
  • Understanding of HNW and Financial Advisor operating model is preferred
  • Knowledge of alternative investment funds and operational terms is helpful
  • Develop strong working relationships with colleagues, teams, and clients

Expected annual base salary range: $100,000 - $130,000. 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 and benefits offered in connection with the role consist of comprehensive health benefits, including but not limited to medical, dental, vision, and FSA benefits; paid time off; life insurance; 401(k) plan; and discretionary bonuses. Certain employees may also be eligible for equity and other incentive compensation at Blackstone's sole discretion.

Blackstone is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws. This policy applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, transfer, leave of absence, compensation, and training. All Blackstone employees, including but not limited to recruiting personnel and hiring managers, are required to abide by this policy.

Depending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials. Note: The above list is not the exhaustive list of activities requiring securities licenses and there may be roles that require review on a case-by-case basis.

At Blackstone, we look to attract and retain the brightest minds in the business, hiring professionals across a wide range of disciplines.

Our employees are integral to the firm’s identity, contributing to a culture of integrity, professionalism and excellence. It is their dedication and passion for their work that has helped Blackstone become a trusted partner for some of the largest institutional investors in the world. We encourage independent thinking and reward initiative, while providing services to help employees grow professionally. Our global business platform and brand reputation provide an unparalleled launch pad for growing your career.

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