Client Reporting & Onboarding Vice President

Client Reporting & Onboarding Vice President


About this Role

BlackRock’s Services Lifecycle Management (SLM) is accountable for ensuring that BlackRock meets our clients’ need for data, including the provision of market leading reporting solutions and effective client service. As a part of the SLM Client Reporting team you will formulate the successful delivery of critical investment reporting for our Multi-Asset Strategies and Solutions (MASS) clients.

You will partner with colleagues to craft and advance a globally aligned vision and business model.

Responsibilities include:

Leading a team responsible for onboarding new client reporting

Designing specialised reporting appropriate to individual client needs
Understanding the flow of client, market and fund information across BlackRock and external data providers in order to best create relevant and accurate client reports
Analyzing trends in data requests to improve and enhance client reports on an ongoing basis
Ensuring timely and accurate delivery of reporting as clients onboard, setting a strong initial service standard, particularly at peak reporting periods
Building and maintaining open and trusting key partner relatonships, with client-facing teams and with key data providers
Constantly evaluating systems, processes and procedures for inefficiencies and making recommendations for improvement
Use BlackRock’s technology to provide efficient and scalable solutions, as well as regular application of Excel to customized solutions
Supporting relevant business improvement projects, including automation/standardization efforts and the evolution of standard reporting
Understanding the risk environment within the department – promoting risk awareness, assessment and controls
To ensure success, you will have the following qualifications:
Keen interest in investment products with a preference of 5+years of financial services experience, especially client onboarding, communications or data visualization

Extraordinary client service skills, maturity and autonomy in dealing directly with clientele
Excellent written and verbal communication skills
High level of proficiency in Microsoft Excel, particularly VBA, is desirable
Strong work ethic and willingness to go beyond the scope of one’s role to achieve team and firm objectives
Excellent attention to detail, extremely accurate and well organized
Strong analytical and problem solving skills with the ability to synthesize information, summarize issues and think creatively
Sharp control/risk mitigation mentality with ability to know when to raise issues
Lastly, your confirmed ability to operate under tight deadlines and prioritize work, coupled with your sound judgment to appropriately document conclusions will provide continued success.

Using your proficiency in Microsoft Office, aptitude for learning new applications and your willingness to ask questions (while learning independently) will get you noticed.

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