Lead Analyst/DDQ/Credit/Portfolio

Job Title: Client Onboarding Coordinator, COE

Company: Blackstone

Business Unit: Credit and Insurance

Location: India

Job Type: Full-time

Overview

We are seeking a highly organized, detail-oriented professional to join our Client Onboarding team in

India as part of a Center of Excellence. This role will support onboarding and project coordination

activities across Separately Managed Accounts (SMAs), Funds of One, and other structures with a

primary focus on internal execution, documentation, tracking, and meeting support.

The ideal candidate will bring strong project coordination skills, excellent written communication, and

the ability to manage multiple workstreams in a structured and efficient manner. This role will work

closely with internal stakeholders across legal, compliance, operations, investments, finance and

technology to help keep onboarding activity organized, documented, and progressing on time.

Key Responsibilities

1. Project Coordination & Execution Support

Help maintain weekly trackers and status reports across onboarding and launch workstreams.

Prepare and update project timelines, milestone trackers, and follow-up logs

Support overall project management efforts to help ensure deliverables are completed on time

Escalate delays, gaps, or risks to the appropriate team members so projects remain on track

2. Documentation & Materials Preparation

Prepare questionnaires, meeting materials, internal/external decks, and other supporting

documents for onboarding and launch activity

Organize key project information, requirements, and action items in a clear and consistent

format

3. Meeting Support & Follow-Through

Join internal and selected external calls to capture notes, summarize key takeaways, and

document decisions

Prepare agendas in advance of meetings and circulate follow-up action items afterward

Track action items across stakeholders and help drive timely completion

Ensure discussions and requirements are clearly documented for internal teams

5. Growth Path

After sufficient shadowing and training, begin to lead internal coordination calls for

straightforward single-strategy SMA onboarding processes

2

Over time, take on greater ownership of end-to-end internal coordination for simpler

onboarding workstreams

Qualifications

46 years of experience in project coordination, onboarding support, business analysis, or

related operational roles within asset management, wealth management, or financial services

Familiarity with SMA structures, Funds of One, and mandate launch processes preferred

Experience supporting credit strategies and insurance strongly preferred

Strong organizational skills with the ability to manage multiple projects and deadlines

simultaneously

Strong written and verbal communication skills

Detail-oriented with a commitment to high-quality work

Proficiency in Microsoft Office Suite, especially PowerPoint, Excel, and Word

Analytical, proactive, and comfortable working independently in a fast-paced environment.