Associate, Foundation & Endowment Sales Support

San Francisco, USA
Oct 20, 2021
Nov 03, 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

About this role

Sales Support, Analyst or Associate (Foundations and Endowments)

BlackRock serves clients in more than 60 countries, including pension funds, foundations, endowments, official institutions, insurance companies, sub-advisory relationships, high net worth individuals, family offices and private banks. Within the Institutional Client Business, we pride ourselves on creating, communicating, and delivering investment solutions for clients worldwide. To that end, we have teams of professionals with expertise in the many functions that combined make this effort successful, including relationship management, marketing, sales, client service, and product development and management.

Job Description:
  • The responsibilities of an Analyst or Associate in the US and Canada Institutional Client Business include:
  • Participate as a key member of dedicated client teams serving primarily Foundations and Endowments.
  • Support Relationship Managers with all on-going sales, service and communication with clients and prospects.
  • Assist the development of complex solutions for clients, from advisory solutions to comprehensive outsourced mandates.
  • Manage projects around the development of our solutions business, including marketing and prospecting efforts, thought leadership and events.
  • Proactively maintain and develop a prospecting effort targeted to endowment trustees and senior staff for solutions-based engagements.
  • Develop asset class fluency across BlackRock's product range - including fixed income, equity, hedge funds, real assets, private equity and private credit.
  • Cultivate strong relationships with clients becoming the "go-to" person for account specific information, which can include security level (bonds, stocks, derivatives) information, portfolio investment performance, investment guideline compliance, clarifications and modification, cash inflows and redemptions.
  • Interface with portfolio managers, investment product specialists, compliance officers, consultant relations staff, operations and portfolio administration personnel, to organize client meetings and coordinate presentation material content.
  • Use BlackRock's proprietary systems to gather security, capital market and economic data to create a range of presentation materials including portfolio review books, board presentations and marketing materials.
  • Gather critical data to quickly respond orally and in writing to client information requests.
  • Write and publish client meeting summary notes posted to firm wide client relationship management systems.
  • Assist with new client on-boarding- supporting clients through the process of opening new accounts with BlackRock.
  • Stay abreast of industry trends, and developments within the Endowment and Foundation community, to help position BlackRock as a go-to partner/resource.

  • 1-3 years' experience with institutional investors. Foundations of strong industry and investment knowledge OR proven ability to learn new concepts quickly.
  • Beginning knowledge across a wide range of traditional and alternative Investment products.
  • BA/BS degree in related field (Economics, Finance or Accounting).
  • Progress towards a CFA designation is strongly desired.
  • Has, or is willing to obtain, the series 7, 63, and 3 licenses.


The ideal candidate will possess the following skills/traits:
  • A commitment to BlackRock's fiduciary culture; able to approach client interactions in a consultative manner.
  • Self-managed, highly driven by relationship management and revenue generation.
  • Commitment to client service, high responsiveness.
  • Analytical interest and acumen - passion for portfolio building and market fluency.
  • Proven intellectual ability and interpersonal skills. Able to establish credibility with and influence the institutional investor community.
  • Highly effective in forging working relationships with team members and business counterparts.
  • Passionate about inclusion and embraces of diversity of thought; seeks out diverse viewpoints to solve complex problems
  • Excellent verbal, written communication and presentation skills.
  • Strong time management, organizational and problem solving skills.
  • Strong professional and personal integrity.

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

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 | | Instagram: @blackrock | 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.

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.

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