USWA RFP Writer, Aladdin Client Business, Analyst

USWA RFP Writer, Aladdin Client Business, Analyst

About this role

Business Unit Overview:

BlackRock’s Americas Client Businesses (“ACB”) Core COO Team supports business development and retention efforts across the US, Canada and Latin America. Within ACB Core COO, this role supports U.S. Wealth Advisory (“USWA”) which is responsible for the distribution and marketing of BlackRock’s products and services to U.S. retail and defined contribution intermediaries/wealth management firms. These firms include wirehouses, independent broker-dealers, national/regional banks, and registered investment advisors.

The ACB USWA RFP Team (the “Team”) plays a vital role in supporting sales and retention efforts across retail separately managed accounts (“SMAs”), model portfolios (Models”), active and passive exchange-traded funds (“ETFs”) mutual funds, interval funds, sub-advisory and collective trust products. The Team partners closely with sales groups, portfolio management teams and subject matter experts to deliver high quality, consistent and cohesive quantitative and qualitative information to prospective and existing clients.

Job Purpose/Background:

The Team is seeking an RFP Analyst to support the completion of Standard RFIs, Request for Proposals (“RFPs”) and due diligence questionnaires (“DDQs”). The successful candidate will be part of a team responsible for providing quality and concise responses to quarterly DDQs and coordinating the completion of requests for 40 act mutual funds and ETFs but will also be cross trained to support US retail products, including collective investment trust funds, SMAs and models. 

This role presents an excellent opportunity to get exposure to different areas of the business and gain a wealth of knowledge about BlackRock, its position in the market and the products we manage. 

The ideal candidate has good writing and communication skills and ability to work in a fast-paced global financial services firm on RFP and similar documents.

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

Qualifications:

• Post Graduate - MBA (Finance) from reputable institute

• CFA / FRM certification will be an added advantage.   

Skills, Experience and Competencies:

• 1 to 2 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

• Interpersonal skills and ability to build and maintain strong relationships

• Written and verbal communication skills

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

• Familiarity with MS Office suite (Word, Excel, PowerPoint)

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

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.

Guidance on AI use for candidates

At BlackRock, AI has long been part of how we work – enhancing decision-making, improving operations, and helping us deliver better outcomes for clients. We encourage candidates to use AI thoughtfully to learn, prepare, and work more effectively; but during our interview process, we want to focus on getting to know you through your own experiences, thinking, and judgment. To support you, we’ve provided guidance on when and how to use AI during our hiring process so you can approach each step with confidence and showcase your best self.

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.

To learn more about BlackRock, please visit Careers.BlackRock.com. We also encourage you to get to know us on LinkedIn, Instagram, YouTube, X, and TikTok.

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.