Associate - Insight

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About the position

The Insight Client Success Team is seeking a Technical Account Manager with a financial background to work closely with our Limited Partner (LP) clients. The Technical Account Manager will be responsible for ongoing relationship management and service delivery with clients in the AMRS, building strong, resilient relationships and ensuring that high quality Insight Data Services are provided to clients. In this role, you will: Gain thorough knowledge of the LP Alternative Asset industry and become proficient in the Insight product and service offering; Onboard new PDS/Insight LP clients in cooperation with LP Onboarding Managers (‘OMs”) and other PDS Team members; Work closely with clients to build positive relationships at various levels within your client’s organization through consistent communication, expectations management, and exceptional client service; Provide technical set-up for data release for each client, as well as data review to ensure data quality, consistency and high level of completeness; Communicate with Head of Account Management, OMs and other Insight/PDS team members on all matters which are necessary for successful quarterly data collection campaigns and to support integration of data from Insight with other eFront and Aladdin products as applicable; Collect client feedback on the service and product and take necessary actions, including escalating issues that impact service delivery; Cultivate strong internal relationships within eFront, BlackRock Solutions, and the wider BlackRock organization globally, in support of your client; Provide quality assurance of product during deployments, working closely with technology teams to identify product bugs and enhancements; Educate clients on how to use the product – product demos, ongoing training on newly added features

Responsibilities

  • Gain thorough knowledge of the LP Alternative Asset industry and become proficient in the Insight product and service offering
  • Onboard new PDS/Insight LP clients in cooperation with LP Onboarding Managers (‘OMs”) and other PDS Team members
  • Work closely with clients to build positive relationships at various levels within your client’s organization through consistent communication, expectations management, and exceptional client service
  • Provide technical set-up for data release for each client, as well as data review to ensure data quality, consistency and high level of completeness
  • Communicate with Head of Account Management, OMs and other Insight/PDS team members on all matters which are necessary for successful quarterly data collection campaigns and to support integration of data from Insight with other eFront and Aladdin products as applicable
  • Collect client feedback on the service and product and take necessary actions, including escalating issues that impact service delivery
  • Cultivate strong internal relationships within eFront, BlackRock Solutions, and the wider BlackRock organization globally, in support of your client
  • Provide quality assurance of product during deployments, working closely with technology teams to identify product bugs and enhancements
  • Educate clients on how to use the product – product demos, ongoing training on newly added features

Requirements

  • Educated to a minimum of degree level in Finance, Economics, or Technology related fields
  • Demonstrable interest in Financial Markets with knowledge of Alternative Assets being a plus
  • Self-starter with the ability to work unguided in a fast paced and dynamic environment
  • Ability to multi-task and reprioritize activities daily
  • Excellent presentation skills, energetic and dynamic personality
  • Advanced MS Office knowledge (especially Excel)
  • Previous experience in a financial technology firm working in sales or relationship management or in an investment firm in data management being a plus

Nice-to-haves

  • knowledge of Alternative Assets
  • Previous experience in a financial technology firm working in sales or relationship management or in an investment firm in data management

Benefits

  • strong retirement plan
  • tuition reimbursement
  • comprehensive healthcare
  • support for working parents
  • Flexible Time Off (FTO)
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