Vice President, Fund Board Reporting & Analytics jobs in United States
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BlackRock · 2 days ago

Vice President, Fund Board Reporting & Analytics

BlackRock is a leading global investment management firm dedicated to helping more people experience financial well-being. The Vice President of Fund Board Reporting & Analytics will support fund board reporting, analytics, and business partnering while enhancing relationships with stakeholders across the organization.

Asset ManagementCrowdfundingFinancial ServicesFinTechReal Estate Investment
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H1B Sponsor Likelynote

Responsibilities

Be part of the cross-functional BlackRock team supporting fund boards in the US and UK, enhancing understanding of BlackRock’s mutual fund and ETF businesses, including profitability, economics of scale analytics and commercial analysis
Support the overall business cost allocation and reporting to various fund boards for BlackRock’s registered funds, in line with regulatory requirements in the US (1940-Act Rule “15c”) and the UK (“Assessment of Value”). The reporting includes fully-costed operating income estimates and economies of scale studies for approximately 1,000 funds for the annual assessment of the various fund boards
Act as a point person and coordinate with the business on certain fund board deliverables, and continue building relationships with various stakeholders across BlackRock
Create and maintain complex financial models for fund-board reporting and analysis in support of the 15c process
Collaborate with various teams to understand the nature of BlackRock functions and products, assist with the allocation model process in the IBM TM1 / IBM Planning Analytics finance system, and conduct validations and deep-dive analysis on results
Assist in creation of presentations and detailed financial analyses presented to senior management and Board of Directors; deliver well-structured analyses and clearly presented findings
Coordinate processes and explore opportunities to enhance data sourcing, model methodologies and advanced technologies to bring about increased automation, efficiency, and accuracy

Qualification

Financial Planning & AnalysisModelingInvestment ManagementIBM TM1VBAAnalytical SkillsProject ManagementCommunication SkillsRelationship BuildingAttention to Detail

Required

Bachelor's degree in Finance, Economics, Mathematics or related field
7+ years of experience in Financial Planning & Analysis and/or a related function such as Investor Relations -- preferably in the Financial Services industry
Focused attention to detail and high standards for quality and accuracy in work product
Proven experience with modeling, financial analysis, and project management
Strong problem-solving, quantitative, process driven and analytical skills; strategic and creative thinking
Superb Excel skills - extensive use of complex Excel functions, including VBA, and building financial models and reports
Strong PowerPoint skills (role will require putting together material for senior management/Board of Directors)
Experience working with large data and utilizing different tools and platforms for reporting
Strong relationship building skills, with ability to work across teams and management levels
Strong organizational, planning and project management skills
Strong verbal and written communication skills; ability to clearly articulate and present ideas, both in written and oral form, to colleagues and senior management
History of effective multi-tasking, expectation setting, cross-functional coordination, and proper issue escalation; ability to work in a fast-paced environment with time sensitive deliverables
Strong work ethic and accountability owner
Strategic, creative thinker; solutions and service oriented
Professional, positive, collegial demeanor; collaborative relationship builder
Comfortable interacting with all levels of management and able to thrive in a fast paced, innovative environment

Preferred

Work experience in the investment management industry is preferable
Familiarity with 15c regulatory requirements a plus
Investment management industry experience, as well as 1940-Act 15c experience, a big plus
Experience with multi-dimensional models preferred
IBM TM1 / IBM Planning Analytics experience a plus

Benefits

Annual discretionary bonus
Healthcare
Leave benefits
Retirement benefits
Strong retirement plan
Tuition reimbursement
Support for working parents
Flexible Time Off (FTO)

Company

BlackRock

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BlackRock is an investment company that offers its services to institutions, intermediaries, foundations, and individual investors.

H1B Sponsorship

BlackRock has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (18)
2024 (34)
2023 (8)
2022 (37)
2021 (31)
2020 (27)

Funding

Current Stage
Public Company
Total Funding
$6.59B
Key Investors
Ariel Yehezkel
2025-06-20Post Ipo Equity· $0.02M
2025-03-27Post Ipo Debt· $1.08B
2024-07-17Post Ipo Debt· $2.5B

Leadership Team

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Andrew Leba
Vice President & Legal Counsel
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Mike Strug
Vice President
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Company data provided by crunchbase