Analyst - Wealth & Institutional Sales - Bogota
Location: Bogotá, Bogota D.C. Team: Sales Support Job Requisition #: R253049 Date posted: May. 15, 2025
Job description
About this role
The team serves clients in Peru, Panama and Guatemala from both Wealth and Institutional segments; including public and private pension plans, insurance companies, endowments, family offices, asset managers, private banks, independent advisors and other financial intermediaries.
Professionals within the team work together to deliver a full range of commercial, asset management and advisory services relevant to client’s investment needs.
Role Description:
As an Analyst, you will support the sales team in the coverage of both Institutional and Wealth Clients in Peru, Panama and Guatemala. Develop asset management capabilities and expertise on the entire range of investment solutions available, which includes exchange traded funds (ETFs),Mutual Funds, Alternatives, Digital Portfolio Solutions (Aladdin/Efront/Prequin) and portfolio analysis, amongst other services provided by the firm. Other responsibilities are coordination of roadshows, keeping track of financials and commercial activities, budgeting and planning of the Sales team.
Responsibilities:
Support in driving sales of BlackRock products and services by developing relationships with both institutional and Wealth clients
Provide performance and funds updates to clients, answering clients questions / queries on products and other commercial related matters
Developing a deep understanding of clients to align a sales strategy around this framework
Demonstrate analytical rigor to help clients build better portfolios
Understand client needs and market trends, provide ideas and solutions to intermediaries to maximize sales
Maintain an accurate and current log of all activities and opportunities in relevant CRM systems
Manage and follow up of team’s budgeting and financials
Produce expected sales results and activity levels as defined by team leadership
Provide analysis and relevant data to position and differentiate BlackRock and our offering against other managers
Working with Blackrock internal partners and resources (marketing, product specialists, portfolio managers, between others) to join efforts around sales
Understand client needs, market views and industry trends to provide ideas and solutions to intermediaries to maximize sales
Development Opportunity:
This role is one of several that have been created to take advantage of the growth of both Wealth and Institutional segments Peru, Panama and Guatemala. There is an opportunity to help in the shaping of the structure and designing of the team, as well as making a strong contribution to the future success in this Team
Chance to join the largest Asset Manager in the industry and a fast growing and dynamic firm that differentiates from their competitors because of its diversified and global platform. At the same time, exposure to the wider BlackRock business offers the right candidate a range of career opportunities
An opportunity to take ownership of the region and drive demand into BlackRock platform, shaping the client base according to demand
Skills and Qualifications:
1-2 years as an experienced investment professional is preferred (not mandatory)
Proficiency in Microsoft Office Suite (Excel, Power Point, OneNote, etc.)
Programming skills will be considered an advantage
Strong overall sales acumen and analytical skills
Highly proficient in explaining markets and in positioning the benefits of being invested in Public and Private markets
Ambitious work ethic, professional disposition, detail–oriented and a passion for finance and investments
Ability to build relationships and influence people at all levels and functions; can work through difficult problems and in conflict situations
Flexibility in work schedule and willingness to relocate when required
Bachelor’s degree required
Fluency in English is required
Strong team player, detail oriented and collaborate internally to utilize BlackRock’s resources
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 Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.
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.R253049
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