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 int