Client Reporting Automation Lead

About this role

CX-Operations-Reporting Solutions

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.

As of 31 December 2024, the firm managed approximately $11.6 trillion in assets on behalf of investors worldwide. With 89 offices in 38 countries, BlackRock is a truly global firm that can combine the benefits of worldwide reach with local service and relationships. We manage assets for clients in North and South America, Europe, Asia, Australia, the Middle East and Africa.     

About Client Experience

Our mission within the Client Experience (CX) organization is to make it easier for clients to do business with BlackRock, making service so simple it becomes a source of alpha. We are organized across 4 key pillars:

Client Experience Delivery, client-facing teams orchestrating all aspects of service delivery, and onboarding teams bringing new business onto our platform, Client Experience Wealth, differentiated capability for both Whole Portfolio and Wealth clients & products, respectively, Client Experience Operations, core client operations teams driving reporting, billing, and onboarding due diligence across the globe Client Experience Transformation, accelerating progress towards our CX mission via research and competitive insights, analytics, marketing, business and change management

Team Overview

BlackRock's Client Experience Reporting Solutions team ensures that BlackRock meets our clients' need for data, through the provision of market leading reporting solutions and effective client service. As a part of the Reporting Solutions team, you will formulate the successful delivery of critical investment reporting on complex products for our client base.  In particular you will be responsible for requirements gathering and the formulation of implementation planning, developing deep knowledge of our reporting technology and deploying those tools to achieve successful outcomes in a deadline-driven environment.  Our uniquely positioned team will place you at the center of a wide stakeholder network within BlackRock and you will build partnerships with our client-facing teams, project teams and data providers to achieve an enhanced client experience. 

Role and Responsibilities

• Design, develop and maintain workstream delivery plans
• Own and embed governance processes and escalation management
• Collaborate with product managers to gather requirements, write technical specifications and priority plan
• Participate in architectural designs and contribute to the technical direction of projects
• Help create solutions to complex problems and communicate with stakeholders across the business
• Lead a project to automated Excel/VBA reporting tools via Python

Proficiencies & Experience

• Strong experience in financial services, preferably asset management 6-10 years
• Excellent communication skills with a track record of building relationships with stakeholders
• Strong project management and governance experience with a willingness to be hands on
• Excellent problem-solving skills
• Specific knowledge of Excel/VBA
• Python automation is desirable
• Excellent ability to troubleshoot issues and ability to apply this outside of immediate areas of responsibility
• Well organized with proven ability to prioritize in a fast paced and intensive environment

Our benefits

To help you stay energized, engaged and inspired, we offer a wide range of employee benefits including: retirement investment and tools designed to help you in building a sound financial future; access to education reimbursement; comprehensive resources to support your physical health and emotional well-being; family support programs; 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: www.linkedin.com/company/blackrock

BlackRock is proud to be an Equal Opportunity Employer.  We evaluate qualified applicants without regard to age, disability, race, religion, sex, sexual orientation and other protected characteristics at law.