About this role
Client Experience Operations (CXO), Analyst
About BlackRock
BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, our clients worldwide turn to us for the solutions when planning for their most important goals. As of Q2 2025, the firm’s total assets under management (AUM) stood at $12.53 trillion USD.
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
The Portfolio Data team is an integral part of the wider Client Experience Operations function at BlackRock, working collaboratively to ensure the integrity and accuracy of portfolio level data across BlackRock Products, Private Market instruments and Client Accounts, leveraging Aladdin applications within a dynamic and fast-paced environment.
Our primary responsibility is to support the creation, maintenance, and governance of client portfolios and BlackRock products, as well as the management of client contracts and other legal documents globally. We play an active and transparent role, working closely with Onboarding and critical internal stakeholders to maintain high levels of portfolio data integrity and ensure compliance with regulatory reporting obligations.
Our work is essential as the data we maintain is consumed downstream by many teams for both internal and external purposes, contributing to the overall success and reputation of BlackRock in the financial industry.
We are seeking a hardworking, results-oriented learner with strong work ethics who can adapt to a fast-paced group in a wide-ranging and consistently evolving environment. As a Portfolio Data Analyst, you will understand the importance of quality data and strive to maintain its integrity in our systems. You will have an opportunity to apply your knowledge of contractual and legal documents, demonstrate your ability to analyse information, ask questions, and draw conclusions.
Primary responsibilities include:
- Ensure accurate reflection and maintenance of client requirements from contract or legal documents in the Aladdin data system.
- Manage the process of operational portfolio set-ups of all new client & BLK products.
- Develop and execute complex SQL queries to extract and interrogate data
- Ensure portfolio records are assigned to the correct client contract record
- Maintain and monitor process & project documentation via SharePoint
- Build positive relationships across the organization by actively listening to internal partners.
- Identify opportunities for improvement to lower error risk and increase efficiency.
- Assist in supporting projects and resolving data exceptions.
- Partner with colleagues to accurately create, maintain, and terminate BlackRock products and client mandates in Aladdin.
Experience, Skills, & Qualifications
- 1 to 3 years of experience in investment management business, highly desirable.
- Strong in controlling risk mitigation with ability to know when to advance issues.
- Organized and detail oriented with strong time management skills.
- Good communication (verbal and written) skills.
- Experience with business applications including Excel, Word, PowerPoint, and SQL.
- Proficiency in SQL and Basic Python skills are considered advantageous for this role.
- Familiarity with legal documents and ability to understand basic legal document structure and terms.
- Excellent work ethic and willingness to contribute beyond the scope of one's role to achieve team and firm objectives.
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.
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What We Do
As the world’s largest asset manager, BlackRock partners with investors around the globe to help them (and those on whose behalf they invest) plan for life’s most important goals – like retirement, home ownership and their children’s education. Our clients range from governments, foundations and other large institutions to those investing on behalf of individuals, including firefighters, nurses, teachers and factory workers.
BlackRock was founded with the idea of creating a better asset management firm — one that was purpose-driven, focused on clients and risk management, and propelled by data and technology. Our breakthrough Aladdin® platform is BlackRock’s technological backbone, helping investors see and manage their whole portfolios in one place – from constructing investments to monitoring risk and executing trades. Used by hundreds of external institutions around the world, Aladdin combines powerful analytics and a common language to help investment teams make faster, more informed decisions across public and private markets. It’s a key part of our business and one of the reasons we’re trusted to manage more assets than any other investment manager today.
At BlackRock, we challenge conventions and raise the bar for what’s possible. We harness technology to unlock new solutions, simplify complexity, and deliver investment strategies that meet people where they are. Whether it’s retirement planning, wealth building or navigating market shifts, we’re here to help clients invest more easily, more affordably and with more choice as we chart a path toward financial well-being together.
Learn more: Careers.BlackRock.com
Why Work With Us
Without our people, technology is irrelevant. When we combine the power of people with the power of technology, we amplify our ability to create better outcomes for our employees, clients, shareholders and society alike.
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Employees engage in a combination of remote and on-site work.
BlackRock has 25,000 employees across more than 100 offices in over 40 countries around the world.
