Institutional Client Solutions - Onboarding Coordinator, Principal at Blackstone

New York, New York, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Asset Management, Private EquityIndustries

Requirements

8+ years of financial industry and operational experience with a strong understanding of alternatives
Exceptional verbal and written communication skills
Effectively performs at a high-level within a dynamic, entrepreneurial environment with a focus on excellence
Proficient in Microsoft Office, particularly Excel and PowerPoint
Develops strong working relationships with colleagues, teams, and clients globally
Collaborative and proactive with high attention to detail and accuracy
Problem analysis and resolution skills
Identifies & summarizes issues & recommendations
Works efficiently, often under competing deadlines
Effectively manages multiple projects simultaneously
Works well independently as well as in a team-oriented environment
Bachelor’s degree

Responsibilities

Own the onboarding process from investor commitment through close, across multiple funds, jurisdictions, and time zones
Lead and oversee the ICS onboarding team
Review subscription agreements and related documents, identify gaps, coordinate investor edits and signatures, and work directly with investors and their advisors to completion
Route, coordinate, and track AML/KYC and tax reviews to sign-off; ensure all regulatory checks are completed
Apply internal policies during onboarding
Coordinate internally with Finance/Operations across groups, Legal & Compliance, Tax, and Institutional Client Solutions, and externally with counsel and advisors to resolve questions and keep timelines on track
Maintain accurate investor data and records; perform reconciliations and exception tracking
Track milestones to close, provide clear status updates to stakeholders, and escalate issues promptly
Support routine audits
Identify bottlenecks and risks early, raise issues to the right teams, and drive them to resolution
Improve processes, define simple metrics and service levels, and pilot tools such as e-signature, digital forms, and workflow trackers to reduce errors and cycle time

Skills

Key technologies and capabilities for this role

Subscription DocumentsAMLTax ComplianceInvestor OnboardingFund AdministrationLegal CoordinationComplianceCross-JurisdictionalProcess OptimizationTeam LeadershipFinance Operations

Questions & Answers

Common questions about this position

What is the employment type for this role?

This is a full-time position.

Is this role remote or does it require office work?

This information is not specified in the job description.

What key skills are needed for the Onboarding Coordinator role?

The role requires being highly motivated and detail-oriented, with strong abilities in reviewing subscription documents, coordinating with multiple teams across jurisdictions and time zones, and improving processes using tools like e-signature and workflow trackers.

What is the team structure for this position?

The role involves leading and overseeing the ICS onboarding team, sitting at the center of institutional fundraising efforts, and collaborating with Finance/Operations, Legal & Compliance, Tax, Institutional Client Solutions, and external parties.

What makes a strong candidate for this onboarding coordinator position?

A strong candidate is highly motivated and detail-oriented, capable of owning complex onboarding processes across global jurisdictions, leading a team, and driving process improvements with technology.

Blackstone

Global alternative asset management firm

About Blackstone

Blackstone is a leader in alternative asset management, focusing on private equity, real estate, and credit investments. The firm manages over $1.1 trillion in assets and partners with financial advisors to provide access to private markets, aiming to create strong businesses that deliver lasting value. Its main products, BREIT and BCRED, cater to income-focused investors, while the On-Demand Continuing Education Program helps educate investors on private market topics. Blackstone's goal is to identify economic trends and invest in industry-leading businesses to generate strong returns.

New York City, New YorkHeadquarters

1985Year Founded

$18,081.8MTotal Funding

UNKNOWNCompany Stage

Financial Services, Real Estate, EducationIndustries

5,001-10,000Employees

Risks

Increased competition in AI may lead to overvaluation and market saturation.

Potential regulatory scrutiny due to significant investments in diverse sectors.

Economic instability in Europe could impact returns from European investments.

Differentiation

Blackstone is a global leader in alternative asset management with $1.1 trillion AUM.

The firm specializes in private equity, real estate, and credit investments.

Blackstone partners with financial advisors to provide access to private markets.

Upsides

Blackstone's $300M investment in DDN shows a strategic pivot towards AI-driven growth sectors.

The €250M investment in Sia Partners expands Blackstone's footprint in AI consulting services.

Partnership with Jersey Mike’s indicates investment in established consumer brands with growth potential.

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