Australasia Wealth Analyst

About this role

BlackRock Company Description:

BlackRock is a leader in investment management, risk management and advisory services for institutional and retail clients worldwide.  As at March 31, 2024, BlackRock’s AUM was US$10.4 trillion. BlackRock helps clients 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. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions®.  Blackrock opened its New Zealand office in Auckland in April 2024, this office will serve as a satellite office to the broader Australasian business. For additional information, please visit the Company's website at www.blackrock.com

Role Description:

Our Australasian wealth team establishes relationships with Wealth management firms, Dealer groups and platforms to distribute a full suite of services across the BlackRock platform, including public and private market Investment capabilities across index and active solutions, adviser and market insights, and technology. 

The Wealth Analyst will directly support the Core Wealth Sales team and assist with clients for BlackRock Australia and New Zealand, and will be a valuable member of the broader Australasian wealth team. The team has a responsibility to represent the BlackRock business and develop client relationships across the region. The role is responsible for supporting the Core Wealth team to build and develop a book of intermediary Wealth clients.

Responsibilities:

• Support the Core Wealth Sales team to identify potential client opportunities and diligently service our existing clients.

• Coordinate client meetings and engagement activity across Wealth clients.

• Build relationships, foster connectivity and manage expectations with clients.

• Navigate the BlackRock ecosystem to develop solutions to service challenges, delivering a seamless experience to clients.

• Work closely with our internal partners to resolve and escalate requests or issues as required.

• Manage ongoing and ad hoc due diligence requests as required.

• Ensure the consistent sharing of client insights with partner groups (product, investments, marketing, sales management and enablement, and senior management)

• Collaborate across the firm to proactively organise product-specific update meetings with relevant BlackRock specialists.

• Handle a broad range of administrative duties as well as ad-hoc projects across the team.

• Support Research House Ratings and Platform team, co-ordination of reviews and data provisioning.

Qualifications / Experience Required:

• Relevant experience in a client-oriented investment role.

• Basic understanding of investment products (preferably both ETFs and managed funds).

• Strong communication and relationship management skills.

• Self-motivated individual, with a commitment to excellence.

• Acute attention to detail and highly organised.

• A high-energy self-starter who thrives in a team orientated culture.

• Ability to collaborate and operate across a global network of teams.

• The ability to multi-task and work in a team environment is critical.

• Creative and curious with an interest to grow into a sales role.

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 age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.