Investor Services & Relations Associate

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

Benefits offered by this job

Comprehensive health benefits

Paid time off

Life insurance

401(k) plan

Discretionary bonuses

Equity eligibility

Job summary

Blackstone seeks a detail-oriented Private Wealth professional to support investor relations and fund operations across the Drawdown platform. You will manage inquiries from Financial Advisors and high‑net‑worth clients, coordinate due diligence and tax questionnaires, and help drive reporting, audit, and regional fund support.

The role requires a Bachelor's degree and 3+ years in financial services, with strong Excel, communication, and project-management skills.

Qualifications

• Bachelor’s Degree required for the role.
• 3+ years of financial industry experience.
• Series 7 license is preferred for this position.
• Strong Excel, analytical and communication abilities.
• Ability to manage multiple projects in a deadline-driven environment.

Responsibilities

• Manage Financial Advisor and investor queries for Blackstone Drawdown funds across all asset classes.
• Lead coordination of Due Diligence Questionnaires, tax questionnaires, and 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.
• 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.

Skills

3+ years financial experience

Series 7 license (preferred)

Strong Excel skills

Strong verbal and written skills

Attention to detail

Project management

Independent with team orientation

HNW/Private Wealth understanding

Education

Bachelor’s Degree

Job description

Blackstone seeks a detail-oriented Private Wealth professional to support investor relations and fund operations across the Drawdown platform. You will manage inquiries from Financial Advisors and high‑net‑worth clients, coordinate due diligence and tax questionnaires, and help drive reporting, audit, and regional fund support.

The role requires a Bachelor's degree and 3+ years in financial services, with strong Excel, communication, and project-management skills.