About this role
The GP Onboarding Specialist is responsible for coordinating, executing, and maintaining high‑quality onboarding of General Partners (GPs) into the Insight platform on behalf of LP clients. This role ensures accurate GP setup, smooth activation of reporting workflows, and effective cross‑team coordination across Insight, CST/Preqin, MDM, IDS, and Client Success. The specialist enables a seamless experience for both internal stakeholders and GPs by managing technical setup, data preparation, meeting coordination, and operational quality throughout the onboarding lifecycle.
Key ResponsibilitiesOnboarding Execution & Data Setup
Execute the end‑to‑end GP onboarding workflow: initial GP status identification, data preparation, and cross‑system updates.
Validate whether GP already exists in Insight, reconcile MDM inputs, and update Consolidated Onboarding and Fund Information files.
Assist with campaign setup and configuration across Insight, Central, and related systems.
Review GP background, onboarded funds, representative details, and existing Insight setup prior to onboarding calls.
Log in as the GP within Insight to verify readiness and identify data or user gaps.
Prepare internal talking points and meeting documentation to ensure efficient onboarding delivery.
Lead or support onboarding calls, introduce Insight services, clarify workflows, and gather GP requirements.
Schedule and document meetings in Affinity/Central, ensuring accurate attendee lists, naming conventions, and follow‑up notes.
Provide clear communication to internal teams on GP onboarding status, issues, next steps, and escalations.
Create and manage GP contacts, users, and account structures across Affinity and Insight.
Support technical setup and metadata configuration required for GP reporting, submissions, or campaign readiness.
Partner with MDM for GP coverage checks and data validation workflows.
Work closely with CST/Preqin on client support activities, user management, and ongoing relationship needs.
Coordinate with Client Success managers, Implementation Leads, and IDS teams to ensure all onboarding requirements are met.
Maintain accurate audit‑ready records including onboarding notes, data updates, and meeting summaries.
Contribute to tracking dashboards and operational reporting used by leadership.
Identify process gaps and suggest improvements based on onboarding patterns and GP feedback.
Experience in operational onboarding, private markets data, or platform support
Familiarity with Insight, Affinity, or comparable systems preferred
Strong organizational, analytical, and communication skills
Ability to manage multiple onboarding pipelines across tight reporting cycles
Detail‑oriented with an ability to navigate complex data structures and workflows
Comfortable working cross‑functionally with technical, data, and client‑facing teams
Success Profile
Reliable executor who ensures GP setups are complete, accurate, and timely
Collaborative partner who works effectively across CST, MDM, IDS, and Client Success
Structured communicator capable of leading onboarding calls and summarizing actions
Detail‑driven operator who maintains high standards in documentation and data accuracy
Process‑minded contributor who identifies improvements to streamline onboarding
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.
