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RFP DDQ (Data Support), US Wealth Advisory, Analyst

Mumbai, Maharashtra, India

234 Days ago

Job Description


About this role

Business Unit Overview:

As the US retail arm of BlackRock, US Wealth Advisory (?USWA?) is responsible for building and maintaining relationships with wealth management firms and platforms, distributing BlackRock's alpha-seeking and iShares investment capabilities and encouraging the adoption of BlackRock's portfolio construction and digital wealth technologies by financial advisors. The USWA Request for proposal team (the ?Team?) plays a vital role in the sales and retention process for mutual fund, interval funds, sub-advisory, collective trust products, retail separately managed accounts (?SMAs?), and model portfolios (?models?). The Team liaises closely with colleagues across sales groups, portfolio management teams and numerous subject matter experts to deliver high quality, consistent and cohesive quantitative and qualitative information to prospective and existing clients.

The Team is comprised of RFP writers in the United States and Mumbai, India. Our RFP writers are also responsible for Standard Requests for Information (RFIs), which are marketing materials for key mutual funds, SMAs and models.

Key Responsibilities:

Coordinate the completion of new business RFPs and client DDQs.

Ensure timely and accurate delivery of requests including proactively communicating potential issues and quality oversight.

Manage workload to successfully meet assigned deadlines and assist other team members when required. Support and complete various efficiency and capacity-building initiatives, including automation/ standardization efforts.

Collaborate and liaise with partners from Strategy Teams, Sales, Operations, Legal & Compliance, Human Resources, and other departments across the firm.

Provide support to the maintenance and audit of core content in the RFP content management system

Skills, Experience and Competencies:

1 to 3 years of relevant experience in investment management/asset management or financial industry

Team player with attention to detail with demonstrated analytical and problem-solving skills

Ability to manage multiple tasks to tight deadlines Strong interpersonal skills and ability to build and maintain strong relationships

Strong written and verbal communication skills Knowledge of financial markets, with familiarity with all asset classes and geographies

Project management, collaborative writing, critical reading, and editing skills

Strong familiarity with MS Office suite (Word, Excel, PowerPoint)

Knowledge of RFP content management system, experience with Diligence Vault a plus

Qualifications:

Post Graduate - MBA (Finance) from reputable institute.

CFA / FRM certification will be an added advantage.

\#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 (http://careers.blackrock.com/)

| Twitter: @blackrock (https://twitter.com/blackrock)

| LinkedIn:

www.linkedin.com/company/blackrock

BlackRock is proud to be an Equal Opportunity Employer.

We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.

Key Skills Required

Project ManagementAutomationConstructionContent Management SystemSalesAccountsMS OfficeAsset ManagementAttention to DetailAuditBuyingCollaborationCommitmentCommunicationComplianceComprehensiveConsistentContent ManagementDevelopmentDiligenceEditing SkillsFacilitateFinanceFinancial MarketsFocusedHealthcareHybrid ModelInfrastructureInnovationInterpersonal SkillsInvestment ManagementLearningMaintenanceManagementMarketingMarketing MaterialsMutual FundOnboardingOrientationPortfolio ConstructionPortfolio ManagementProvide SupportReimbursementRequest For ProposalRetailStandardizationStrategyTeam PlayerVerbal CommunicationWritingWritten and Verbal Communication

Job Overview


Job Function: Other

Job Type: Full Time

Workplace Type: Not Specified

Experience Level: Not Specified

Salary: Competitive & Based on Experience

Experience: 3 - 4 yrs

Contact Information


Company about us:

BlackRock is a leading global asset manager and technology provider with a mission to help people achieve financial well-being. With millions of clients worldwide, we strive to make investing easier and more affordable for everyone. We believe in the power of sustainable investing and its ability to deliver better outcomes...

Company Name: BlackRock

Recruiting People: HR Department

Website: https://www.blackrock.com/

Headquarter: New York, New York, USA 10001

Industry: Financial Services

Company Size: 10000+ Employees

Location

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