Description
Role Responsibility
As a member of the team this role will be responsible for the daily tasks relating to new client portfolio and fund-launch events. As well as critical client change activity such as investment guideline updates and benchmark changes. The successful candidate will be responsible for leading changes to client’s portfolios and BlackRock funds, leading the launch of certain portfolios and coordinating client facing engagement, as necessary, as well as internal BlackRock teams (sales, portfolio management, investment operations, and corporate functions) across the Americas.
- Coordinate and run launch and change events with all impacted partners (internal and external)
- Partner with our sales and client service teams and to manage the onboarding experience by clearly articulating the key landmarks to implement a new portfolio or a desired change, with an emphasis on project management leadership
- Review activity dashboard and handle the tasks associated with client onboarding activities
- Provide critical control functions such as requesting/receiving signoffs from key functions in advance of launches/changes becoming effective and incorporating service level agreements into credible end-to-end timelines
- Build strong relationships across the organization by listening carefully to our internal partners and working diligently to deliver for the firm
- Identify and drive process improvement opportunities that lower the risk of errors and increase efficiency
- Participation in the development and implementation of continuous improvement of the control environment, policies and procedures, looking for ways to innovate and drive the business forward, delivering a superior client experience.
- Act as a role model within the team and when required, assist in the training and development of team members, helping them prioritize their own workloads appropriately.
Proficiencies
- 2+ years of experience
- Excellent working knowledge of Microsoft software such as Outlook, Word, Excel, Teams, SmartSheets, PowerPoint and Information Technology skills
- Strong interpersonal skills exhibiting confidence and respect with excellent written and verbal communication skills, comfortable liaising with clients and colleagues at all levels.
- Analytical skills with an aptitude for problem solving and willingness to exceed for clients
- Motivated, diligent and result-oriented
- Strong planning and organizational skills with the ability to manage and control their own priorities to meet deadlines
- An enthusiasm for the financial markets
- A good teammate, able to integrate and build rapport quickly
- Respect for process governance
Are you interested in this position?
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