Alternative Investments Product Specialist - All Locations
CAISSalary not specified
Full Time
Junior (1 to 2 years)
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Asset Management, Financial Services, Wealth AdvisoryIndustries
Requirements
- Bachelor’s degree required
- CIMA / CAIA Certification (or progress toward completion)
- Strong financial services background with knowledge of investment trends and advisor practices
- Exceptional verbal and written communication skills
- Strong territory management and sales skills, including profiling and resource deployment
- NASD Series 7 and 66 (or 63 & 65) required
- Clean U-4
- Occasional travel required
Responsibilities
- Demonstrate mastery of BlackRock Alternative Investment products and resources
- Effectively profile to deliver fiduciary and investment insights through portfolio construction conversations
- Embrace data-driven segmentation and the BlackRock sales process to drive deeper relationships with Wirehouse, Independent and RIA clients
- Broaden our reach to more advisors through leveraged events
- Employ a collaborative approach to partner with various internal colleagues to deliver all of BlackRock’s resources and solutions to the client – strong prioritization and resource allocation skills are key
- Embrace technology to deliver an exceptional client experience
Skills
Alternative Investments
Portfolio Construction
Client Profiling
Data-driven Segmentation
Sales Process
CIMA
CAIA
Financial Services
Investment Trends
Advisor Education
Verbal Communication
Written Communication
Client Relationship Management
BlackRock
About BlackRock
New York City, New YorkHeadquarters
1988Year Founded
$78,647.7MTotal Funding
IPOCompany Stage
Fintech, Financial ServicesIndustries
Benefits
Health Insurance
Unlimited Paid Time Off
Mental Health Support
Wellness Program
401(k) Retirement Plan
Risks
FDIC scrutiny could lead to regulatory challenges for BlackRock.
Workforce reduction may indicate internal financial pressures or strategic shifts.
Involvement in Yangzijiang Shipbuilding exposes BlackRock to geopolitical risks.
Differentiation
BlackRock's Bitcoin ETF, IBIT, reached over $50 billion in assets quickly.
The firm is developing a layer-2 tokenized real-world asset platform on Ethereum.
BlackRock's partnership with Frax Finance enhances its stablecoin market presence.
Upsides
IBIT's success attracts a broader range of cryptocurrency investors.
The Ethereum platform positions BlackRock as a leader in blockchain financial services.
Partnership with Frax Finance enhances digital finance offerings and compliance.
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