Associate, Transfer Agency Oversight Job at BlackRock, Inc., Wilmington, DE

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  • BlackRock, Inc.
  • Wilmington, DE

Job Description

About this role

BlackRock Associate - Transfer Agency Services (U.S. CEF)

This Associate role is based in our Wilmington, Delaware location. The successful candidate will be part of a team, supporting our U.S. Closed-End mutual funds ("CEF"), supervising the operations of the funds external transfer agent ("TA") service partner along with the management and support of the shareholder proxy process across our registered fund product ranges.

This role is multi-functional and includes responsibility for collaborating with various teams across BlackRock, supporting the full life cycle of our U.S. Closed-End funds including monitoring of the fund sponsored shareholder investment programs. In addition, this role will work closely with our Closed-End Fund transfer agent service partner to ensure a consistent, repeatable high level of service is being maintained.

Responsibilities:
  • Coordinating across the firm to support the daily operations of our closed-end suite of funds, including launches, terminations and other fund actions, such as mergers, tenders, splits etc. while ensuring the TA agent vendor actions are being communicated and implemented accurately.
  • Investigating and resolving daily operational queries, issues and incidents relating to the transfer agent functions.
  • Draft and maintain written internal operational procedure documents to support the funds.
  • Review CEF periodic prospectuses and annual financial reports to ensure accuracy of TA sourced data and provide data and direction on operational and TA related information.
  • Compile, prepare and review of reporting needed to satisfy various regulatory requirements, internal inquiries and Board reporting.
  • Assist with fund operational audits both external and internal, as needed. Be a central point of contact for transfer agent related issues, questions or concerns.
  • Coordinate and be responsible for shareholder proxy campaigns along with engagement and management of the external service vendors involved.
  • CEF vendor invoice review, approval and submission processing.
  • Grow and thrive into a Closed-End fund TA operations subject matter expert.
Skills/Qualifications:
  • 2 to 5 years of financial services experience.
  • Mutual fund operations experience with knowledge of transfer agency operations preferred.
  • Excellent organizational, communication, critical thinking and writing skills.
  • Strong analytical skills with an ability to identify problems and develop solutions.
  • Acute attention to detail, understanding of downstream and upstream processes with the ability to work independently.
  • Vendor relationship experience is a plus.
  • Demonstrate an affinity for partnership and collaboration.
  • Proficiency in Microsoft office (Word, Excel, Outlook and Power Point)

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

BlackRock's 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 children's 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. It's why we're 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:

BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.

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.

Job Tags

Apprenticeship, Flexible hours, 1 day per week,

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