Private Wealth Solutions - Internal Sales, Analyst at Blackstone

New York, New York, United States

Blackstone Logo
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

CRM
Consultative Selling
Relationship Management
Territory Planning
Data Analysis
Alternative Investments
Private Equity
Real Estate Investments
Financial Advisor Profiling
Product Knowledge

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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