Retail Fixed Income Product Specialist recruitment
BlackRock's Fixed Income team manages more than $1 trillion in global fixed income assets across index, active long-only, alternative, and liability driven strategies. The platform offers fixed income investors one of the industry's broadest array of investment choices across model-based and fundamental investment styles.
Acting as a "proxy" for portfolio managers, Product Specialists meet with financial advisors, prospects, and/or intermediaries to: explain the investment philosophy, process, and performance of specific investment products; and to provide updates on overall financial market performance, economic trends and the team's economic outlook.
We are actively searching for a Retail Fixed Income Product Specialist that will partner with our Fixed Income Portfolio Management teams to assist our clients in the following:
Role Description:
- Demonstrate a full understanding of BlackRock's taxable fixed income fund line-up, complete familiarity with the investment process and demonstrate the ability to create and give detailed presentations to advisors
- Timely delivery of high quality communications, that are easily understood, both written and oral, that cover product information as well global fixed income market analysis, and mutual fund commentary
- Act as a gatekeeper for product information as well as for the investment team, managing external requests on their behalf
- Develop fund pitch books, presentations and RFIs
- Data research and competitive analysis projects
- Translate our market views and positioning into competitive advantages and selling points for our funds
- Provide project direction and prospective for analysts
Responsibilities:
- Provide retail advisors or intermediaries with ongoing updates about BlackRock's overall Fixed Income philosophy, process, and outlook as well as on the performance and positioning of specific products.
- Participate in weekly investment strategy meetings with portfolio managers and maintain an up to date knowledge base on investment team activities and outlook
- Work closely with Portfolio Managers to prepare portfolio reviews, market updates and other special timely research projects that can be shared with account managers and clients
- Take a proactive approach to solving client's investment-related, business, and operational issues which arise during the course of the client's relationship with BlackRock
- Work as the liaison between the investment team and all other areas of BlackRock (compliance, legal, operations, marketing, and sales) to help resolve any issues and ensure the team's message is consistent, accurate and up to date.
Qualifications:
- 5 to 7 years of experience in fixed income asset management required, preferably taxable US fixed income oriented
- Experience in a client service/business development role within the financial services industry, preferably on the retail side
- Product Specialist responsibilities at a competitive asset manager or asset management division
- Proven ability to work with clients and retail sales
- Experience managing and/or analyzing fixed income portfolios
- Demonstrate strong analytical, investment and quantitative skills that can be used to analyze fixed income investments and portfolio structure.
- Experience working with global investment products and solutions, particularly in fixed income.
- Bachelor's degree required. CFA (or working towards) preferred
- Series 7 license required. Additional licenses are welcomed.
- Excel and power point proficient
- Basic data analysis and statistics calculation skills
- Strong organizational, project management and leadership skills
- Sharp presentation as well as oral and written communications skills
- Attention to detail is critical
- Ability to multi-task
BlackRock is proud to be an E-Verify Equal Opportunity/Affirmative Action Employer--M/F/D/V.
Skills
BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the world. BlackRock offers a range of solutions -- from rigorous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world's capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares® ETFs.