Portfolio Services and Client Relationship Specialist, Analyst/Associate at BlackRock

Budapest, Budapest, Hungary

Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Finance, Asset Management, Investment ManagementIndustries

Bachelor’s degree in finance, economics, or equivalent combination of education
2-4 years of work experience, preferably with financial and client relationship background

Drive and deliver client experience and needs through daily interactions
Participate enthusiastically in the continuous improvement of the control environment, policies, and procedures, including writing and updating team policies, procedures, and presentations as necessary
Obtain and review quarterly inclusion reports
Analyze and monitor monthly/quarterly investor reports data in the Client’s in-house system
Perform preliminary checks based on monthly/quarterly investor data
Check compliance and quality of data provided in the investor reports with contractual terms
Send weekly status summary to the Client
Draft quarterly risk report
Daily communication with internal and external stakeholders to ensure timely delivery, analysis, and flagging of potential concerns according to the agreement
Troubleshoot and support Financial Intermediaries
Perform data input activities
Assist stakeholders with any ad hoc/project work