Private Wealth Solutions – Investor Services, Associate


Miami, FL, USA
Posted on April 22, 2024

Blackstone is the world’s largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1 trillion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis.
PWS works across Blackstone’s global footprint, partnering with our investing businesses in every major asset class to deliver bespoke product that meets the needs of individual investors and smaller institutions—groups that in many cases have historically lacked access to leading alternative investments.

PWS harnesses the intellectual capital across Blackstone to gather and share a holistic view of the investment landscape and deliver the diversified platform of Blackstone to investors. By bringing together multiple asset classes in one fund, we can structure a mix of alternatives strategies which fit clients’ asset allocation and portfolio construction objectives.

Blackstone’s PWS Team collaborates directly with advisors of every type—from the large wealth management firms and private banks to independent dealers and advisors across the globe—delivering education around alternatives and Blackstone solutions that work for individual investors. As a leading general partner for many of the world’s largest institutions, we understand their investment needs. With our PWS Group we can extend our reach to include the CIOs of smaller foundations, endowments and insurance companies who have struggled to achieve and manage a full alternatives allocation.
Job Title:  Private Wealth Solutions – Investor Services, Associate
Job Description:

The Investor Services Associate should have 2+ years of industry experience and should exhibit strong technical and analytical skills as well as exceptional communication skills. Candidates should be driven, self-motivated, detail and team-oriented individuals with innovative  ideas and  solutions who thrive on challenge in a dynamic environment. Specific responsibilities include:

  • Field inquiries from Financial Advisors & internal sales teams on Blackstone investment offerings.
  • Liaise with other Blackstone business units, transfer agents, and other third party service providers  relating to client inquiries, problem resolution and reconciliations.
  • Project management across various groups within PWS to enhance collaboration and efficiencies
  • Identify and document operational procedures for ongoing fund maintenance on various platforms.
  • Develop strong understanding of distribution partners’ operational platforms and processes and become resident Blackstone expert for advisors.
  • Assist Financial Advisors with problem resolution of account opening, maintenances and other inquiries related to client onboarding, servicing and client retention (deadlines, platform questions, redemptions, capital calls, distributions).
  • Assist in ad hoc projects / research to support PWS business initiatives.


  • Bachelor’s Degree
  • 2+ years of financial industry experience
  • Series 7 and Series 63, preferred
  • Bi-lingual speaking, plus
  • Strong  excel skills.
  • Strong verbal and written communication skills
  • Attention to detail and accuracy.
  • Strong problem analysis and resolution skills
  • Ability to identify and summarize issues and recommendations.
  • Ability to work efficiently in a deadline driven environment.
  • Highly driven and proactive with the ability to take initiative.
  • Able to manage multiple projects simultaneously.
  • Ability to work independently in a team?oriented environment.
  • Highly motivated, adaptable,, collaborative, and proactive
  • Strong understanding of the high net worth and Financial Advisor operating model
  • Knowledge of alternative investment fund and operational terms is helpful.
  • Able to 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:

$135,000 - $145,000

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: Base salary does not include other forms of compensation or benefits offered in connection with the advertised role.

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

Company logo


Get My Best Growth Equity Interview Tips

No spam ever, unsubscribe anytime