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Analyst, Private Wealth Client Services

Blackstone

San Francisco, CA, USA
2 weeks ago
Salary
$100k - $130k
Experience
2+ years
Type
Full-Time
Strategy
Other
Team
Other
Firm AUM
$1100B

The Analyst position in Blackstone’s Private Wealth Client Services team involves supporting financial advisors and internal teams with inquiries about investment offerings. You’ll work on improving processes and managing projects while assisting with client onboarding and account management. This role is perfect for someone who enjoys problem-solving and working in a dynamic environment.

What You’ll Do

  • Help financial advisors with inquiries about Blackstone’s investment options.
  • Work with different teams to solve client issues and improve processes.
  • Manage projects to enhance collaboration within the team.
  • Document operational procedures for fund maintenance.
  • Assist with client onboarding and account management.
  • Support ad hoc projects and research for business initiatives.

What You Need

  • Bachelor’s Degree
  • 2+ years of financial industry experience
  • Strong Excel skills
  • Good communication skills
  • Attention to detail
  • Problem-solving abilities
  • Ability to manage multiple projects
  • Understanding of high net worth clients

What You’ll Love

  • Competitive salary and potential bonuses.
  • Comprehensive health benefits including medical, dental, and vision.
  • Generous paid time off.
  • 401(k) plan to help you save for retirement.
  • Opportunities for professional growth and development.

About the Firm

  • Blackstone is the largest alternative asset manager in the world.
  • They focus on creating long-term value for investors and communities.
  • They manage $1.1 trillion in assets across various investment vehicles.
  • They partner with private banks and wealth management firms.
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