Blackstone Private Wealth - Investor Services, Associate

Blackstone; Miami (FL); On-site; USD 130,000 - 175,000; Full time

Job summary

Blackstone seeks a detail‑oriented professional to manage advisor and investor queries for Drawdown funds across asset classes. The role coordinates due diligence, tax questionnaires, and investor reporting while supporting Private Wealth expansion into new markets.

Ideal candidates have a Bachelor’s degree with 3+ years in financial services, strong Excel and communication skills, and the ability to manage multiple projects in a deadline‑driven setting.

Qualifications

• Bachelor’s degree required.
• 3+ years of financial industry experience.
• Series 7 license preferred.
• Strong Excel and analytical skills.

Responsibilities

• Manage advisor and investor queries for Drawdown funds.
• Lead coordination of due diligence questionnaires and tax questionnaires.
• Lead investor relations for Blackstone’s drawdown products.
• Coordinate with feeder fund providers and regional funds.
• Support Private Wealth expansion into new markets and channels.

Skills

Team player

Attention to detail

Strong communication

Problem solving

Independent worker

Deadline driven

Proactive

Education

Bachelor’s Degree

Tools

Excel

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.

• 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:

Blackstone seeks to hire individuals who work well in a team-driven working group, are highly motivated, intelligent, and have sound judgment and demonstrated excellence in prior endeavors. Additional qualifications include the following:

• Bachelor’s Degree
• 3+ 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

The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by Blackstone in its sole discretion.

Expected annual base salary range:

$130,000 - $175,000

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.

If you need a reasonable accommodation to complete your application, please contact Human Resources at 212-583-5000 (US), [phone] (EMEA) or [phone] (APAC).

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. Please speak with your Blackstone Recruiting contact with any questions.