Blackstone Credit & Insurance Finance, Investor Reporting Associate Blackstone Credit & Insurance ... Working on recurring client reporting for various funds and products * Maintenance of fund level ...
Blackstone Credit & Insurance Finance, Investor Reporting Associate Blackstone Credit & Insurance ... Working on recurring client reporting for various funds and products * Maintenance of fund level ...
Blackstone Credit & Insurance Finance, Investor Reporting Associate Blackstone Credit & Insurance ... Working on recurring client reporting for various funds and products * Maintenance of fund level ...
Blackstone Credit & Insurance Finance, Investor Reporting Associate Blackstone Credit & Insurance ... Working on recurring client reporting for various funds and products * Maintenance of fund level ...
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Associate, Client Relationship Management with Goldman Sachs & Co. LLC in Miami, Florida. Work ... but not limited to client reporting, digital capabilities and banking services. Identify ...
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Performance Reporting, Associate - Blackstone Credit & Insurance
Miami, FL · On-site
$110K - $150K/yr
Compilation and review of content and timely completion of quarterly/monthly client and external marketing: flash reports; portfolio quarterly reports, investor letters, and any follow-up ...
Performance Reporting, Associate - Blackstone Credit & Insurance
Miami, FL · On-site
$110K - $150K/yr
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Asset & Wealth Management - Miami - Associate, Client Relationship Management - 9303051
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Compilation and review of content and timely completion of quarterly/monthly client and external marketing: flash reports; portfolio quarterly reports, investor letters, and any follow-up ...
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We are seeking a Wealth Management Client Associate fluent in English and Spanish to join our ... Prepare financial plans, client reports, and other materials for client meetings * Review and take ...
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Quick apply
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Private Wealth Management Registered Client Service Associate - Bilingual: Spanish/English
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... reports and other materials for client meetings • collect the right documentation for opening new accounts and service requests • plan team marketing events and maintain marketing materials • ...
... reports and other materials for client meetings • collect the right documentation for opening new accounts and service requests • plan team marketing events and maintain marketing materials • ...
Client Reporting Associate information
See Miami, FL salary details
$10.5K - $21.7K
0% of jobs
$21.7K - $33K
0% of jobs
$38.9K is the 25th percentile. Wages below this are outliers.
$33K - $44.2K
47% of jobs
$44.2K - $55.4K
0% of jobs
The median wage is $56.5K / yr.
$55.4K - $66.6K
27% of jobs
$68K is the 75th percentile. Wages above this are outliers.
$66.6K - $77.8K
2% of jobs
$77.8K - $89K
12% of jobs
$89K - $100.3K
3% of jobs
$100.3K - $111.5K
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$111.5K - $122.7K
3% of jobs
$122.7K - $133.9K
5% of jobs
$10.5K
$65.5K
$133.9K
How much do client reporting associate jobs pay per year?
What does a Client Reporting Associate do?
What are some common challenges faced by Client Reporting Associates, and how are they typically addressed in the workplace?
What are the key skills and qualifications needed to thrive as a Client Reporting Associate, and why are they important?
What is the difference between Client Reporting Associate vs Client Service Associate?
| Aspect | Client Reporting Associate | Client Service Associate |
|---|---|---|
| Required Credentials | Bachelor's degree, familiarity with reporting tools | Bachelor's degree, strong communication skills |
| Work Environment | Data analysis, report preparation, client reporting | Client communication, account management |
| Employer & Industry Usage | Financial services, asset management | Banking, financial institutions |
| Common Search & Comparison | Focus on reporting and data analysis | Focus on client interaction and support |
The main difference is that a Client Reporting Associate primarily handles preparing and analyzing client reports, while a Client Service Associate focuses on direct client communication and support. Both roles require strong communication skills and familiarity with financial data, but their daily tasks and focus areas differ.
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 12 days ago
Job description
Blackstone is the world's largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1.1 trillion in assets under management include investment vehicles focused onprivate equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis.Further information is available at www.blackstone.com. Follow @blackstone onLinkedIn,X, andInstagram.
Job Title: Blackstone Credit & Insurance Finance, Investor Reporting Associate
Blackstone Credit & Insurance ("BXCI") is one of the world's leading credit investors. Our investments span the credit markets, including private investment grade, asset based lending, public investment grade and high yield, sustainable resources, infrastructure debt, collateralized loan obligations, direct lending and opportunistic credit. We seek to generate attractive risk-adjusted returns for institutional and individual investors by offering companies capital needed to strengthen and grow their businesses. BXCI is also a leading provider of investment management services for insurers, helping those companies better deliver for policyholders through our world-class capabilities in investment grade private credit.
Position Description:The BXCI Investor Reporting team manages portfolio reporting and investor requests for investors in BXCI investment vehicles, playing a key role on the broader global BXCI platform to connect stakeholders including the Portfolio Management, Institutional Client Solutions, Global Fund Finance team. Select interaction with existing clients is expected. This successful candidate needs to prioritize multiple tasks and work under pressure in a deadline-oriented environment.
Responsibilities:
- Preparing/reviewing responses to information requests from investors in the BXCI business, providing portfolio and financial information as needed
- Creating portfolio updates with the investment teams for liquid credit funds and SMAs
- Working on recurring client reporting for various funds and products
- Maintenance of fund level / portfolio level talking points
- Working on various ad-hoc internal and external presentations
- Ad hoc report requests (e.g. pulling list of investors for a specific fund etc.)
- Preparing meeting agenda and presentation materials and organizing prep sessions for existing client meetings
- Creating and distributing capital call and distribution notices to Limited Partners
- Working closely with members of the deal team, accounting, legal, tax, and marketing to coordinate the writing and delivery of notices to investors on a timely basis
- Liaising with fund accounting, investor services, legal, tax and finance teams to source information for specific investors for LP performance summaries and various requests, overseeing and managing timely delivery of information
- Maintaining investor request database and tracking the status of outstanding inquiries in BX Nexus
- Assisting in the dissemination of general correspondence with investors and internal requests
- Assisting with maintenance and postings of investor information on BXAccess portal, which organizes and manages BXCI investor information
- Interfacing with members of the firm's global credit and insurance team, ICS team, accounting group, and other groups within the firm to evaluate new investor requests to ensure consistency
- Assisting in onboarding new funds to existing platforms, including detailed review of underlying LP and fund organizational documents
- Identifying and driving opportunities to improve, automate and streamline strategic processes across various BXCI functions and processes
- Maintaining close collaboration with portfolio managers and other internal partners throughout Blackstone to strengthen existing client relationships and address investor reporting needs
Qualifications:
Blackstone seeks to hire individuals who are highly motivated, intelligent and have demonstrated excellence in prior endeavors.
- 3+ years of experience at an alternative asset management firm (preferably in an investor relations or product management role with Credit experience)
- Undergraduate degree required; concentration in finance or accounting preferred (but not required)
- CPA or graduate degree preferred (but not required)
- Strong understanding of financial markets and experience with credit strategies
- Proficient knowledge of Microsoft Office Suite (Excel, Word, PowerPoint)
- Strong analytical skills, time management skills, detail oriented and highly organized
- Possesses a strong work ethic, professional integrity
- A team player with a positive attitude
- Strong oral and written communication skills
- Works well in a dynamic environment and handles multiple projects
- A selfstarter that thrives on complexity and seeking solutions
The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by Blackstone in its sole discretion.
Expected annual base salary range:
$110,000 - $150,000Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications and job location. For roles located outside of the US, please disregard the posted salary bands as these roles will follow a separate compensation process based on local market comparables.
Additional compensation and benefits offered in connection with the role consist of comprehensive health benefits, including but not limited to medical, dental, vision, and FSA benefits; paid time off; life insurance; 401(k) plan; and discretionary bonuses. Certain employees may also be eligible for equity and other incentive compensation at Blackstone's sole discretion.
Blackstone is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws. This policy applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, transfer, leave of absence, compensation, and training. All Blackstone employees, including but not limited to recruiting personnel and hiring managers, are required to abide by this policy.
If you need a reasonable accommodation to complete your application, please contact Human Resources at 212-583-5000 (US), +44 (0)20 7451 4000 (EMEA) or +852 3656 8600 (APAC).
Depending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following:
Attending client meetings where you are discussing Blackstone products and/or and client questions;
Marketing Blackstone funds to new or existing clients;
Supervising or training securities licensed employees;
Structuring or creating Blackstone funds/products; and
Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials.
Note: The above list is not the exhaustive list of activities requiring securities licenses and there may be roles that require review on a case-by-case basis. Please speak with your Blackstone Recruiting contact with any questions.
To submit your application please complete the form below. Fields marked with a red asterisk * must be completed to be considered for employment (although some can be answered "prefer not to say"). Failure to provide this information may compromise the follow-up of your application. When you have finished click Submit at the bottom of this form.