Client Reporting Overview:
Client Reporting (CR) is the provider of account and fund information to all clients, custodian banks, trustee banks and consultants. Reporting information includes fund characteristics, underlying manager analytics, transaction activity, and fund performance. CR also supports the BlackRock Institutional Trust Company, N.A. reporting group and responds to information requests from internal and external clients.
The role being recruited will involve producing and distributing client reporting, managing client queries and liaising across multiple internal departments to resolve service issues.
Highly complex data management and reporting; creating and updating unique and targeted graphs, tables, charts and reports for clients and prospective clients using various software applications
Own client service and client query management for assigned Institutional clients, consultants and third party administrators
Understand end to end client reporting process and continually champion the sharing of knowledge across teams and functions
Drive cross training efforts on all CR functions
Train new reporting specialists in all basic functions of position requirements. Ensure complete knowledge transfer of all operational and compliance procedures
Build and maintain relations with internal stakeholders in support of client service and building a future model to support new and evolving activity
Work with A&T on system developments, carry out UAT and roll out enhancements to broader team
Constantly evaluate systems, processes and procedures for inefficiencies, and make recommendations for improvement, ensuring that all reasonable measures are taken to mitigate operational risk
BlackRock offers a comprehensive orientation package in addition to relevant Client Reporting systems training.
BlackRock provides extensive opportunities for personal and professional development as well as a robust program of continuous competence and skills training within Client Reporting
You will be required to achieve threshold competence across all Client Reporting disciplines within a period agreed by your Manager
You will be required to maintain competence for the role through active and continuous participation in training activities
BS/BA in business, finance, accounting, economics, or related field
Keen interest in investment products and 3+ years financial services experience, ideally in investment management
Proficiency in Microsoft office (especially Excel) and an aptitude for learning new applications
Previous query handling, client service experience a distinct advantage
Previous client reporting, NAV production and performance experience a distinct advantage
Candidates should possess a high level of self- motivation and adaptability
Demonstrate an affinity for teamwork and to contribute as a partner within a truly global team
Possess strong interpersonal skills with an ability to communicate constructively at all levels
Be highly organized and mature, focused with practiced skills in operating effectively to tight deadlines within a high risk and high volume environment
Organized and detail-oriented with strong emphasis on time management. Capacity for working effectively and efficiently on multiple projects simultaneously in a fast-paced environment
Strong analytical and problem solving skills with the ability to synthesize information and summarize issues
BlackRock is proud to be an E-Verify & Equal Opportunity/Affirmative Action Employer—M/F/D/V.
BlackRock is one of the world’s preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the world. BlackRock offers a range of solutions — from rigorous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world’s capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares® ETFs.
Bus Ops-Client Ops
Jul 24, 2012, 2:58:00 PM BlackRock - 10 months ago