USWA RFP Writer, Aladdin Client Business, Analyst
BlackRock
- Location
- Mumbai, India
- Work model
- On-Site
- Level
- Entry
- Posted
- 7h ago
About this role
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