- Respond to Client requests for information on funds/ETFs, including: i) factsheets and ii) fund information.
- Participate with Market Leader in client meetings and follow-up on action items.
- Monitor the Offshore Wealth inbox for Client inquiries and route as appropriate to market leaders.
- Maintain an inventory of product related information to provide Clients.
- Coordinate and handle the approval of collateral through RedOak platform.
- As needed support data maintenance (including CRM) processes.
- As needed provide support for requests for Bloomberg, Morningstar, or similar reports (subject to accurate content licensing agreements being in place with such third parties).
- Partner with home-office team to maintain product approval list for key clients.
- Experience with investment management, investment operations, investment accounting/reporting are preferred.
- Experience in client support and facing functions.
- You can execute consistently, show strong organization skills and meticulous attention to detail.
- Experience working in a team setting and consistent track record to collaborate across complex organizations.
- Robust data analysis and data visualization skills are required.
- Strong interpersonal skills and demonstrates the ability to adapt to evolving product landscapes.
- Candidates should have a keen eye for opportunities to build efficiency, and a track record of executing these improvements.
- Knowledge of SQL, Python, and VBA are preferred.
- Strong English knowledge is required.
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Analyst, Sales Support Desk Specialist - México - Blackrock, Inc.
Descripción
Description
About this role
GAAPS | Analyst LatAm Bus Ops | Mexico | Sales Support Desk Specialist
****Please send CVs in English******
Team Overview:
Elevate your career by joining the world's largest asset manager Thrive in an environment that promotes positive relationships and recognizes outstanding performance. At BlackRock, we strive to empower our employees and actively engage your involvement in our success. This team sits within Global Accounting and Product Services (GAAPS), one of the essential functions within the Technology & Operations group at BlackRock. Our remit includes product oversight and client service, related to the locally offered solutions across the region, including Separately Led Accounts, ETFs, Alternatives and Mutual Funds.
The Latin America Client Service team is a group of professionals within BlackRock's Technology & Operations organization. The Client Service team is responsible for managing all aspects of the client journey and delivering a best-in-class experience to our clients. This team works closely with Sales and Product Specialists to provide day-to-day support to clients and deliver on the client strategy.
As a member of the Client Service Sales Support Desk, you will be an extension of the Client Services team, working in close collaboration with the Leveraged Sales Desk Team for our Wealth business. Together, both teams are responsible for providing support and co-coverage with our external wholesalers. The team is responsible for conducting a series of analysis (Morningstar, Bloomberg, etc.) and responding to clients while also helping maintain the business management for the Offshore Wealth segment.
BlackRock's LatAm Wealth team, a division of BlackRock's Latin America business, is currently one of the region's most multifaceted businesses. By focusing on financial intermediary sales of BlackRock products through wire-houses, broker-dealers, private banks, independent advisors, family offices, and RIAs. The team has helped solidify BlackRock's position as a top provider of investment solutions for the offshore wealth segment in the Americas.
Role Responsibility
Experience
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:
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. #J-18808-Ljbffr