Associate, Transfer Agency Services / Wilmington, DE

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.

Responsibilities:

• 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.

Qualifications:

• 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


For Wilmington, DE Only the salary range for this position is USD$85,000.00 - USD$117,500.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.

Our 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 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.

Guidance on AI use for candidates

At BlackRock, AI has long been part of how we work – enhancing decision-making, improving operations, and helping us deliver better outcomes for clients. We encourage candidates to use AI thoughtfully to learn, prepare, and work more effectively; but during our interview process, we want to focus on getting to know you through your own experiences, thinking, and judgment. To support you, we’ve provided guidance on when and how to use AI during our hiring process so you can approach each step with confidence and showcase your best self.

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.

To learn more about BlackRock, please visit Careers.BlackRock.com. We also encourage you to get to know us on LinkedIn, Instagram, YouTube, X, and TikTok.

BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC’s Know Your Rights poster and its supplement and the pay transparency statement.

 

BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy.

BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.