Analyst, Technology Relationship Management
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Job Location:
Dallas, IA - USA
Monthly Salary:
Not Disclosed
Posted on:
5 days ago
Vacancies:
1 Vacancy
Job Summary
About this role
Roles and Responsibilities
- Daily monitoring of the organisations multiple Client Relations inboxes executing appropriate actions for each email received in accordance with agreed procedures and defined Service Level terms for each client.
- Coordinating the completion of all Client/Investor requests received into the Client Relations inbox.
- Onboarding investors in internal systems and Helios following the close of a Managed Fund or a Transfer of Interest.
- Creating and maintaining Client/Investor contacts in Helios including defining and maintaining user access rights.
- Creating and maintaining wire instructions in internal systems.
- Working with minimal supervision completing tasks independently and knowing when to escalate issues.
- Accurate setting of attributes on Investor/Managed Fund-related documents for upload to the Document Management System (DMS) in accordance with each clients requirements.
- Collaborating with IT and stakeholders to continuously refine and improve systems and processes.
- Understanding client-specific deliverables and building strong relationships with internal and external counterparts to deliver a high quality of service.
- Supporting control audits by providing evidence of controls.
- Completing audit confirmations for review.
- Settling private equity cash flows accurately and within agreed timelines.
- Booking invoices and ensuring proper documentation for all transactions.
- Working closely with Fund Accountants and Insight teams to deliver weekly and monthly deliverables.
- Monitoring and reconciling cash movements related to private equity and other investment activities.
- Assisting with treasury-related integrations and ensuring smooth operational workflows.
- Liaising with banks to ensure timely execution of wire transfers and resolving payment issues.
- Supporting compliance and reporting requirements within the treasury function.
- Assisting in forecasting cash requirements for upcoming fund activities.
Key Requirements
- Ability to work accurately under pressure and meet client deadlines.
- Proven success operating in a complex fast-paced service-oriented organisation.
- Strong organisational skills with the ability to multitask effectively.
- Confident in managing internal and external stakeholders at senior levels influencing change and engagement.
- Proficient user of MS Excel and other MS products (including handling large datasets PivotTables SUMIFS VLOOKUP).
- Familiarity with treasury operations payment processing and bank reconciliations.
- Proactive in managing workloads and addressing potential issues.
- Flexible team player but equally able to work independently with minimal supervision.
- Commitment to quality while meeting tight deadlines under pressure.
- Ability to adapt to a continuously evolving and competitive business environment.
- Customer-centric mindset with a strong commitment to high-quality service.
- Private equity knowledge (desirable but not essential).
Our benefits
To help you stay energized engaged and inspired we offer a wide range of benefits including a strong retirement plan tuition reimbursement comprehensive healthcare support for working parents and Flexible Time Off (FTO) so you can relax recharge and be there for the people you care about.
Our hybrid work model
BlackRocks hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person aligned with our commitment to performance and innovation. As a new joiner you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock we are all connected by one mission: to help more and more people experience financial well-being. Our clients and the people they serve are saving for retirement paying for their childrens educations buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment the one we make in our employees. Its why were dedicated to creating an environment where our colleagues feel welcomed valued and supported with networks benefits and development opportunities to help them thrive.
For additional information on BlackRock please visit @blackrock Twitter: @blackrock LinkedIn: is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees and we evaluate qualified applicants without regard to race creed color national origin sex (including pregnancy and gender identity/expression) sexual orientation age ancestry physical or mental disability marital status political affiliation religion citizenship status genetic information veteran status or any other basis protected under applicable federal state or local law.View theEEOCs Know Your Rights poster and its supplementand thepay transparency statement.
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process please email . All requests are treated in line with our.
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law including any applicable fair chance law.Required Experience:
IC
Key Skills
- Business Process
- Active Directory
- Customer Service
- Information Technology
- HIPAA
- Information Security
- Infrastructure
- Linux
- Project Management
- Nist
- Risk Assessments
- Procedures
- hardware
- Data Analysis
- Technical Support
About Company
BlackRock is one of the world’s preeminent asset management firms and a premier provider of investment management. Find out more information here.
