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Private Wealth – Financial Planning and Reporting Associate

Job in New York, New York County, New York, 10261, USA
Listing for: Blackstone
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
Position: Blackstone Private Wealth – Financial Planning and Reporting Associate
Location: New York

Overview

Blackstone is the world’s largest alternative asset manager. We seek to create positive economic impact and long‑term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1.1 trillion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non‑investment grade credit, real assets and secondary funds, all on a global basis.

Further information is available at

Follow @blackstone on Linked In, X, and Instagram.

Responsibilities:
  • Generate actionable business insights through in-depth analysis of key business initiatives
  • Prepare and deliver presentations to senior management, summarizing findings, recommendations, and potential impacts
  • Produce routine financial reporting to track, plan and analyze Private Wealth group expenses
  • Assist in global strategic planning, annual budget and business management routines
  • Model financial impact of business initiatives and new product structures
  • Create measurement frameworks for global initiatives with relevant KPIs
  • Drive best practices around data management, including proactive efforts to ensure data integrity and quality control
  • Support management of datasets and tools to enable efficient, effective and accurate reporting
  • Consolidate, organize, and manage information from numerous internal and external sources
Qualifications:

Blackstone seeks to hire individuals who work well in a team‑driven working group, are highly motivated, intelligent, have sound judgment, and have demonstrated excellence in prior endeavors.

The successful candidate must have:
  • 3+ years of experience in financial services, wealth management, asset management or other related business experience – prior Financial Planning & Analysis experience preferred
  • Excellent interpersonal and communication skills, both written and verbal
  • Expert in Excel and Power Point
  • Knowledge and proficiency across Tableau, Salesforce, Sigma
  • Strong academic record
  • Strong analytical, quantitative, and problem‑solving skills
  • Highly motivated and driven; works effectively in a team environment
  • Strong work ethic, attention to detail and multi‑tasking skills
  • Entrepreneurial, operates independently once adequately trained

The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by Blackstone in its sole discretion.

Expected annual base salary range:

$125,000 - $150,000

Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications and job location. For roles located outside of the US, please disregard the posted salary bands as these roles will follow a separate compensation process based on local market comparables.

Additional compensation and benefits offered in connection with the role consist of comprehensive health benefits, including but not limited to medical, dental, vision, and FSA benefits; paid time off; life insurance; 401(k) plan; and discretionary bonuses. Certain employees may also be eligible for equity and other incentive compensation at Blackstone’s sole discretion.

Blackstone is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws.

This policy applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, transfer, leave of absence, compensation, and…

Position Requirements
10+ Years work experience
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