Job Description

Job description

Description

About this role

Business Unit Overview:

The Institutional Client Businesses Group serves institutional clients in more than 60 countries, including corporate, public, union and industry pension plans; insurance companies; third-party mutual funds; endowments; foundations; charities; corporations; official institutions; banks; and individuals worldwide. We have teams of professionals with expertise in the many functions that combined make this effort successful and sustainable, including relationship management, marketing, sales, client service, and product development and management.  Professionals within the team work together to deliver a full range of asset management, risk management and advisory services relevant to clients’ investment needs. Unified under one global client platform, Institutional Client Businesses are accountable for client relationships and distribution of products and services and are supported by a centralized marketing function which ensures consistency globally.

The Strategic Client Coverage (SCC) business is responsible for developing and maintaining relationships with institutional investors who are of strategic importance to the firm, including primarily public and corporate pension plans. Our mandate is to develop deep advisory relationships with our clients as well as prospects and provide thoughtful solutions to meet their needs. The team manages ~$200+ billion in assets for 40 accounts across the US and Canada, working across all asset classes.

Key Responsibilities:

Participate as a key member of dedicated client teams serving some of the largest pension clients
Support Relationship Managers with all on-going sales, service and communication with clients and prospects as well as implementing sales strategy
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 security level (bonds, stocks, derivatives) information, portfolio investment performance, investment guideline compliance, clarifications and modification, 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 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
Identify and diligently pursue new investment opportunities through consultative dialogues with investors
Focus on strategic products for the group as well as mandates that will have the most commercial impact
Record client activities and opportunities in CRM systems on a timely basis
Work collaboratively with partners within BlackRock to meet clients’ needs and objectives

Key Skills and Qualifications:

Minimum of 5 years of experience with institutional investors
Deep industry and investment knowledge
Strong proficiency across a wide range of traditional and alternative Investment products
Clear awareness of key issues affecting institutional investors
A working knowledge of our competitors
Progress towards a CFA designation is strongly desired
BA/BS degree in related field (Economics, Finance or Accounting).
Must have or obtain the series 7, 63, and 3 licenses

Key Core Competencies:

Self-managed, highly driven by relationship management and revenue generation.
Proactive and able to manage projects and tasks with minimal oversight
Proven intellectual ability and interpersonal skills
Able to establish credibility with and influence the institutional investor community
Highly effective in forging working relationships with team members and business counterparts
Excellent verbal, written communication and presentation skills
Strong time management, organizational and problem-solving skills
Strong professional and personal integrity

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.