Vice President, USWA RFP Writer

New York, USA
Nov 12, 2020
Dec 01, 2020
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

About this role

Who We Are

At BlackRock we are a fiduciary to our clients, which means we look out for their best interests. We have an extraordinary responsibility: our technology and services empower millions of investors to save for retirement, pay for college, buy a home, and improve their financial well-being.

We are passionate about our work. But we're also passionate about having a life. From financial wellness to personal wellness, we offer a wide variety of strong work/life support for you to achieve the highest quality of life. Some of our favorites include:
  • Flexible Time Off
  • Strong collaborative culture
  • 401k matching

Business Unit Overview

As the US retail arm of BlackRock, US Wealth Advisory ("USWA") is responsible for building and maintaining relationships with wealth management firms and platforms, distributing BlackRock's alpha-seeking and iShares investment capabilities and driving the adoption of BlackRock's portfolio construction and digital wealth technologies by financial advisors. The USWA Request for Proposal ("RFP") team plays a vital role in the sales and retention process for mutual fund, sub-advisory, collective trust products and separately managed accounts/models. The Team partners closely with colleagues across sales groups, portfolio management teams, and numerous subject matter experts to deliver high quality, consistent, and cohesive quantitative and qualitative information to prospective and existing clients.

About the Gig

We are seeking a motivated professional to join the USWA RFP team. This role will support the US retail product ranges and work in close collaboration with internal partners.

You will be part of a team responsible for providing responses to and coordinating Due Diligence Questionnaires, and new business RFPs for US retail products including mutual funds, separately managed accounts ("SMAs"), models, and '40 Act sub-advised funds. You will work closely with investment teams, sales teams, Legal & Compliance, Business Operations, and other subject matter experts within the US.

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

Key Responsibilities
  • Project manage/coordinate the completion of high-quality responses for new business RFPs and DDQs.
  • Own a variety of client inquiries and drive them through to resolution, ensuring they are handled with due care and responded to appropriately, within agreed timeframes
  • Serve as the primary point of contact for relationship managers, sales teams, and sales support teams who receive RFPs and DDQs from their prospects/clients.
  • Ensure continuous improvement of team processes and drive innovative use of resources.
  • Take ownership for contributing to the maintenance and audit of core content.

Skills and Experience
  • 7-10 years asset management experience in a similar role or function
  • Experience writing RFPs and DDQs for US mutual funds, SMAs and models ('40 Act sub-advisory and Collective Trust Funds experience a plus)
  • Knowledge of RFP software (ie. Qvidian or similar) preferred
  • Proficient in Microsoft applications, i.e. Outlook, Excel, PowerPoint and Word
  • BA or BS degree or equivalent work experience
  • CFA / FRM certification will be an added advantage
  • Possesses strong project management, organizational and analytical skills, with excellent attention to detail
  • Outstanding verbal and written communication skills
  • Experience working in a multifaceted and in a fast-paced environment
  • Proactive team-player who understands that a highly organized team can drive better performance
  • Ability to build and maintain positive relationships with partners and colleagues at all levels
  • Drive and determination, with an ability to learn and innovate
  • Ability to work independently with minimal guidance or supervision
  • Passionate about offering the highest level of client service
  • Demonstrates an aptitude for problem solving
  • Ability to lead and control priorities to meet deadlines

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.

About BlackRock

BlackRock's purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. As of September 30, 2020, the firm managed approximately $7.81 trillion in assets on behalf of investors worldwide.

For additional information on BlackRock, please visit | Twitter: @blackrock | LinkedIn: .

BlackRock is proud to be an Equal Opportunity and Affirmative Action 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.