Private Wealth Solutions - Internal Sales, Analyst at Blackstone

New York, New York, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Private Equity, Financial ServicesIndustries

Requirements

2+ years of experience, with preference for asset management, wealth management, or alternative investments
Bachelor’s degree (minimum)
FINRA Series 7 and (63/65 or 66)
Passion for the space and role
Strong skills in Microsoft Office and Salesforce
Strong verbal and written communication skills
Ability to communicate across all levels of the firm
Ability to stay individually focused while working well in a team environment
Work well in a team-driven group, highly motivated, intelligent, sound judgment, demonstrated excellence in prior endeavors

Responsibilities

Partner with Regional Sales Teams to uncover and penetrate new advisor opportunities
Cultivate relationships with financial advisors through high-quality interactions including proactive and reactive calls, emails, follow-ups, and limited in-person territory meetings
Understand and communicate Blackstone’s sophisticated products (fund objectives, terms, exposures, manager strategy, positioning, performance attribution, etc.)
Take a consultative approach in profiling financial advisors to understand their business, clients, and investment challenges to match Blackstone solutions
Work with Regional Sales Teams to establish and execute territory plans and utilize data to optimize engagement with financial advisors
Utilize the CRM system to log all client/prospect related activity on a daily basis
Work with Business Development to leverage appropriate data sets for targeted outreach
Partner with Regional Sales Teams to cultivate relationships with new financial advisors in specified channels and territories to accelerate adoption of Blackstone investment solutions
Maintain high level of contact with prospects and serve as subject matter expert across diverse alternative investment offerings

Skills

Key technologies and capabilities for this role

CRMConsultative SellingRelationship ManagementTerritory PlanningData AnalysisAlternative InvestmentsPrivate EquityReal Estate InvestmentsFinancial Advisor ProfilingProduct Knowledge

Questions & Answers

Common questions about this position

What is the salary for this Analyst position?

This information is not specified in the job description.

Is this a remote position or is there a required location?

This information is not specified in the job description.

What qualifications and skills are required for this role?

Candidates need 2+ years of experience preferably in asset management, wealth management, or alternative investments, a Bachelor’s degree, FINRA Series 7 & (63/65 or 66), strong skills in Microsoft Office and Salesforce, and excellent verbal and written communication skills.

What is the company culture like at Blackstone?

Blackstone emphasizes a team-driven working group environment, seeking highly motivated, intelligent individuals with sound judgment who excel in collaborative settings while maintaining individual focus.

What makes a strong candidate for this Internal Sales Analyst role?

A strong candidate will have a passion for the space, 2+ years of relevant experience in asset management or alternatives, required FINRA licenses, proficiency in Salesforce and Microsoft Office, and the ability to communicate effectively across all levels while thriving in a team.

Blackstone

Global alternative asset management firm

About Blackstone

Blackstone is a leader in alternative asset management, focusing on private equity, real estate, and credit investments. The firm manages over $1.1 trillion in assets and partners with financial advisors to provide access to private markets, aiming to create strong businesses that deliver lasting value. Its main products, BREIT and BCRED, cater to income-focused investors, while the On-Demand Continuing Education Program helps educate investors on private market topics. Blackstone's goal is to identify economic trends and invest in industry-leading businesses to generate strong returns.

New York City, New YorkHeadquarters

1985Year Founded

$18,081.8MTotal Funding

UNKNOWNCompany Stage

Financial Services, Real Estate, EducationIndustries

5,001-10,000Employees

Risks

Increased competition in AI may lead to overvaluation and market saturation.

Potential regulatory scrutiny due to significant investments in diverse sectors.

Economic instability in Europe could impact returns from European investments.

Differentiation

Blackstone is a global leader in alternative asset management with $1.1 trillion AUM.

The firm specializes in private equity, real estate, and credit investments.

Blackstone partners with financial advisors to provide access to private markets.

Upsides

Blackstone's $300M investment in DDN shows a strategic pivot towards AI-driven growth sectors.

The €250M investment in Sia Partners expands Blackstone's footprint in AI consulting services.

Partnership with Jersey Mike’s indicates investment in established consumer brands with growth potential.

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