Coordinate across the firm to support the daily operations of Mutual Funds, Registered Alternatives, and Money Markets, facilitating effective communication and execution with transfer agent vendors.
Investigate and resolve daily operational queries, issues, and incidents relating to transfer agent functions, escalating risks and issues as appropriate.
Manage and maintain internal operational procedure documentation to support the funds.
Execute day‑to‑day transfer agent oversight activities in accordance with established governance frameworks.
Review and validate transfer agent vendor reporting for accuracy and completeness, escalating discrepancies for resolution.
Maintain and monitor key performance indicators (KPIs) to track performance and identify emerging issues.
Review shareholder statements to ensure accuracy and completeness for clients and stakeholders.
Support fund events such as fund launches, share class launches, name changes, and updates, ensuring events are executed smoothly and in compliance with applicable regulations.
Compile and prepare reporting materials for regulatory, internal, and Board review in partnership with senior team members.
Requirements
Undergraduate degree in finance, economics, business, or a related field.
Mutual fund operations experience with knowledge of transfer agency operations preferred.
Minimum of 2 to 5 years of experience in asset management, fund operations, or transfer agency-related functions.
Familiarity with DTCC / NSCC processing a plus.
Excellent organizational, communication, critical thinking, and writing skills.
Strong analytical skills with the ability to identify problems and develop solutions.
Demonstrated interest in process enhancements and service improvements.
Vendor relationship experience is a plus.
Strong interpersonal and customer service skills.
Ability to work independently and collaboratively in a team environment.
Detail‑oriented with a strong sense of ownership.
Advanced Excel skills, including the ability to write macros.
Other
Travel: No
Direct Reports: No
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 modelGuidance on AI use for candidatesHealth insuranceFlexible schedulePerformance bonus
Additional Information
About this role
Associate, U.S. Transfer Agency Oversight
Do you thrive in a stimulating and dynamic environment where project management skills are key? Look no further. We are seeking an Associate who is curious, analytical, and passionate to become part of our team.
At BlackRock, we strive to empower our employees and actively engage their involvement in our success. Experience what it feels like to be part of an organization that makes a difference.
The Transfer Agency Oversight team is seeking an experienced Associate to support transfer agent operations for BlackRock Mutual Funds, Registered Alternatives, and Money Markets. The Associate will play a critical role in coordinating transfer agent activities, monitoring service levels, and supporting the development of operating models and technology solutions. This role involves close collaboration with intermediary operations teams, transfer agents, vendors, and internal partners such as Product Groups, Legal, Fund Administration, Risk, and Compliance to support seamless transfer agent operations.
Blackrock · Wilmington, DE