Analyst, Institutional - Defined Contribution Plans

About this role

BlackRock Overview:

BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. As of December 31, 2024, BlackRock’s AUM was $10+ trillion. BlackRock helps clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares® (exchange-traded funds), and other pooled investment vehicles across public and private markets. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions®. As of year-end 2024, the firm had approximately 20,000 employees in more than 30 countries and a major presence in global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa. For additional information, please visit the Company’s website at www.blackrock.com | Twitter: @blackrock_news | Blog: www.blackrockblog.com | LinkedIn: www.linkedin.com/company/blackrock

Business Unit Overview:

The Americas Institutional Businesses (AIB) is responsible for developing and maintaining relationships with sophisticated institutional investors. Across the US, Canada and LatAm, AIB is focused on helping defined contribution (DC) plans, pensions, universities, non-profits, family offices, healthcare systems and other institutional investors meet their financial goals and serve their constituents and communities. We are comprised of teams of professionals with expertise spanning many functions working together to meet the unique needs of our clients including relationship management, marketing, sales, client service, and product development and management. Professionals within AIB work together to deliver a full range of asset management, risk management and advisory services supporting our clients’ investment objectives. 

The Institutional Defined Contribution business is on the frontlines of America’s retirement crisis, leveraging our unique capabilities to make it easier for people to save through their employers’ workplace savings plan. We do this by leveraging the depth and breadth of BlackRock to deliver investment solutions that are simple, convenient, and cost-efficient that make it easier for more people to save and generate wealth. As the industry’s #1 Defined Contribution (DCIO) provider and the inventor of the target date fund, BlackRock leads the industry. We’re constantly raising the bar to drive better outcomes for our clients and paving the way for the next generation of retirement solutions.

Responsibilities

• Support senior Institutional Sales and DC Consultant Relations professionals on business development, client service, and investment strategy engagements with Institutional DC clients and prospects.
• Field, respond to, and accommodate day-to-day requests regarding strategy information, pricing inquiries, and other ad-hoc client requests.
• Track activities and maintain contact information in BlackRock’s Client Relationship Management (CRM) platform. Help develop meaningful reporting metrics, including new business pipeline opportunities and meeting notes.
• Contribute to business development plans on the Institutional DC team by collaborating with senior Relationship Managers and Commercialization Strategy function.
• Learn and excel in using BlackRock’s proprietary systems to gather information about products, fund vehicles, pitch decks, and other critical information.
• Coordinate and prep for client engagements by assisting with pitch decks, new business “Requests for Proposals” (RFPs), and follow up materials under tight timelines.
• Collaborate with Client Service operations partners in on-boarding of new accounts and complex implementations.
• Attend client/prospect meetings with DC plans across the Western US and Texas regions to assume ownership of smaller relationships over time with team Managing Directors, Directors, and Vice Presidents.

Skills and requirements

• BA/BS degree required
• 1 - 2 years of financial services experience - Defined Contribution-related experience is a plus
• Knowledge of, or interest in learning about, the Defined Contribution industry trends, in addition to asset management and financial markets news
• Has, or is willing to obtain, the Series 7 and 63 or 66 licenses within three months of hire date
• High proficiency in Microsoft Office and an aptitude for learning new applications
• Exceptional written and verbal communication skills
• Organized and detail-oriented with strong time management skills
• Demonstrated analytical ability, maturity, and sound judgment
• Thrives in a fast-paced environment with a proactive and hard-working attitude
• Motivated to win with a competitive spirit
• Strong interest in pursuing a career in a client facing role
• Effective team player; able to work with colleagues across levels

#EarlyCareers

For San Francisco, CA Only the salary range for this position is USD$85,500.00 - USD$105,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.

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 | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC’s Know Your Rights poster and its supplement and the pay transparency statement.

BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email [email protected]. All requests are treated in line with our privacy policy.

We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person’s appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.