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

Budapest, Budapest, Hungary

Apply Now

Not SpecifiedCompensation

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

Full TimeJob Type

UnknownVisa

Finance, Asset Management, Investment ManagementIndustries

Requirements

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

Responsibilities

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

Skills

Key technologies and capabilities for this role

Data ProcessingData AnalysisData ValidationFinancial ReviewClient CommunicationTransaction MonitoringData GovernanceRisk TriggersInvestor Reporting

Questions & Answers

Common questions about this position

What education is required for this role?

A Bachelor’s degree in finance, economics, or an equivalent combination of education is required.

What work experience is needed for this position?

2-4 years of work experience is required, preferably in a relevant field.

Is this a remote position, or where is it located?

This information is not specified in the job description.

What does the team focus on in this role?

The role is within the Private Data Service (PDS) team, part of Aladdin Business, focusing on collecting, validating, and analyzing investment data for alternative assets, with daily communication with financial intermediaries and clients.

What skills make a strong candidate for this position?

Strong candidates should be process-driven data analysts with a financial background and client relationship experience, skilled in data analysis, validation, compliance checks, and stakeholder communication.

BlackRock

About BlackRock

New York City, New YorkHeadquarters

1988Year Founded

$78,647.7MTotal Funding

IPOCompany Stage

Fintech, Financial ServicesIndustries

Benefits

Health Insurance

Unlimited Paid Time Off

Mental Health Support

Wellness Program

401(k) Retirement Plan

Risks

FDIC scrutiny could lead to regulatory challenges for BlackRock.

Workforce reduction may indicate internal financial pressures or strategic shifts.

Involvement in Yangzijiang Shipbuilding exposes BlackRock to geopolitical risks.

Differentiation

BlackRock's Bitcoin ETF, IBIT, reached over $50 billion in assets quickly.

The firm is developing a layer-2 tokenized real-world asset platform on Ethereum.

BlackRock's partnership with Frax Finance enhances its stablecoin market presence.

Upsides

IBIT's success attracts a broader range of cryptocurrency investors.

The Ethereum platform positions BlackRock as a leader in blockchain financial services.

Partnership with Frax Finance enhances digital finance offerings and compliance.

Land your dream remote job 3x faster with AI

Try Jobo Free