Analyst, External Relationship Management

About this role

BlackRock Overview:

BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. As of December 31, 2023, BlackRock’s AUM was $10+ trillion. BlackRock helps clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares® (exchange-traded funds), and other pooled investment vehicles across public and private markets. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions®. As of year-end 2023, the firm had approximately 19,000 employees in more than 30 countries and a major presence in global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa. For additional information, please visit the Company’s website at www.blackrock.com | Twitter: @blackrock_news | Blog:www.blackrockblog.com | LinkedIn: www.linkedin.com/company/blackrock

Business Unit Overview:

The Americas Institutional Businesses (AIB) is responsible for developing and maintaining relationships with sophisticated institutional investors. Across the US, Canada and LatAm, AIB is focused on helping pensions, universities, non-profits, family offices, healthcare systems and other institutional investors meet their financial goals and serve their constituents and communities. We are comprised of teams of professionals with expertise spanning many functions working together to meet the unique needs of our clients including relationship management, marketing, sales, client service, and product development and management. Professionals within AIB work together to deliver a full range of asset management, risk management and advisory services supporting our clients’ investment objectives. 

Job Description:

The responsibilities of an Analyst in the Americas Institutional Business include:

• Participate as a key member of dedicated client teams serving primarily Family Offices.
• Support Relationship Managers with all ongoing sales, service, and communication with clients and prospects.
• Assist the development of sophisticated solutions for clients, from advisory solutions to comprehensive outsourced mandates.
• Handle projects around the development of our solutions business, including marketing and prospecting efforts, thought leadership, and events.
• Proactively maintain and develop a prospecting effort targeted to family offices and principals for solutions-based engagements.
• Develop asset class proficiency across BlackRock's product range – including fixed income, equity, hedge funds, real assets, private equity, and private credit.
• Cultivate positive relationships with clients, becoming the "go-to" person for account specific information, which can include security level (bonds, stocks, derivatives) information, portfolio investment performance, investment guideline compliance, clarifications and modification, cash inflows and redemptions.
• Collaborate with portfolio managers, investment product specialists, compliance officers, consultant relations staff, operations, and portfolio administration personnel to organize client meetings and coordinate presentation material content.
• Use BlackRock's proprietary systems to assemble security, capital market, and economic data to create a range of presentation materials including portfolio review books, board presentations, and marketing materials.
• Gather critical data to quickly respond orally and in writing to client information requests.
• Write and publish client meeting summary notes posted to firm wide client relationship management systems.
• Assist with new client on-boarding- supporting clients through the process of opening new accounts with BlackRock.

Qualifications:

• 0-2 years’ experience with institutional or family office/ultra-HNW investors. Foundations of strong industry and investment knowledge OR consistent track record to learn new concepts quickly.
• Beginning knowledge across a wide range of traditional and alternative Investment products.
• BA/BS degree in related field (Economics, Finance, or Accounting).
• Progress towards a CFA designation is strongly desired.
• Has, or is willing to obtain, the SIE, series 7 and 63 licenses.

Competencies:

The ideal candidate will possess the following skills/traits:

• A dedication to BlackRock’s fiduciary culture; able to approach client interactions in a consultative manner.
• Self-managed, highly driven by relationship management and revenue generation.
• Dedication to client service, high responsiveness.
• Analytical interest and acuity – passion for portfolio building and market proficiency.
• Confirmed intellectual ability and social skills. Able to establish credibility with and influence the institutional investor community.
• Highly effective in forging working relationships with team members and business counterparts.
• Passionate about inclusion and accepts diversity of thought; seeks out diverse viewpoints to tackle sophisticated problems.
• Excellent verbal, written communication and presentation skills.
• Strong time management, organizational, and problem-solving skills.
• Strong professional and personal integrity.

#EarlyCareers

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.

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 and Affirmative Action Employer.  We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.

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.