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Full-Time

Associate – External Relationship Management

Confirmed live in the last 24 hours

BlackRock

BlackRock

Real Estate
Financial Services
Fintech

Compensation Overview

$105k - $137.5kAnnually

+ Bonus

Mid

San Francisco, CA, USA

Employees are required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week.

Category
Asset Management
Finance & Banking
Required Skills
Sales
Communications
Management
Marketing
Requirements
  • 3+ years of experience, with demonstrated interest in investments, asset allocation, and sales process within the institutional asset management industry
  • Passion for the financial markets and client relationship management, including providing excellence in client service
  • Excellent written and oral communications skills, including ability to clearly and concisely articulate market views, product and platform characteristics, as well as relay key client account information
  • Strong interpersonal skills to establish credibility with key stakeholders throughout the firm
  • Collaborative and cooperative approach to a team-based sales and service model
  • Ability to lead by example – high work product standard and strong work ethic
  • Undergraduate degree in a finance-related field. Graduate degree or specialized financial designations such as CFA Charter preferred
  • Has, or is willing to obtain, the Series 7, 63, and 3 licenses
Responsibilities
  • Support Senior Relationship Managers with all on-going business development, client service and communication with clients and prospects.
  • Develop asset class fluency across BlackRock's product range - including fixed income, equity, hedge funds, real assets, private equity and private credit.
  • Cultivate strong relationships with clients becoming the "go-to" person for account specific information, which can include new account on-boarding, portfolio investment performance, investment guideline compliance, clarifications and modifications to accounts, cash inflows and redemptions.
  • Interface 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 gather security, capital market and economic data to create a range of presentation materials such as account reviews, 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 and lead client on-boarding events with operations teams, including account documentation updates and portfolio guideline changes. Provide strong client service throughout onboarding with BlackRock.

Company Stage

N/A

Total Funding

$70.7B

Headquarters

New York City, New York

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • The $30 billion AI infrastructure fund with Microsoft could position BlackRock at the forefront of AI-driven investment opportunities.
  • Strategic acquisitions and partnerships, such as with Alexandria Real Estate Equities and Partners Group, enhance BlackRock's diversified investment portfolio.
  • The partnership with Euroclear to distribute private market funds expands BlackRock's reach in the private wealth market.

What critics are saying

  • The ambitious $30 billion AI infrastructure fund may face regulatory and operational challenges.
  • Heavy reliance on strategic partnerships and acquisitions could expose BlackRock to integration risks and market volatility.

What makes BlackRock unique

  • BlackRock's collaboration with Microsoft to launch a $30 billion AI infrastructure fund sets it apart as a leader in tech-driven investment strategies.
  • The acquisition of shares in Alexandria Real Estate Equities Inc. highlights BlackRock's strategic diversification into urban office real estate.
  • BlackRock's partnership with Injective to launch a tokenized perpetual market demonstrates its innovative approach to integrating blockchain technology into traditional finance.