Associate, RFP / Data Support

Mumbai, India
29 Nov 2021
11 Dec 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

About this role

Job Purpose/Background:

The Global Consultant Relations ("GCR") group is responsible for driving new business and maintaining existing business through relationships with institutional investment consultants, request for proposals (RFPs) and Due Diligence Questionnaires (DDQs). GCR is represented across the US & Canada, EMEA, and APAC. The team works closely with both product and sales team globally and presents an excellent opportunity to gain exposure to these areas of the business and to gain a wealth of knowledge about the workings of BlackRock, its position in the market and the products we manage.

The individual will be responsible to update investment product information on consultant databases manually or by using automated solutions and to work on DDQs across regions.

The team delivers high quality, consistent and cohesive quantitative and qualitative information to clients and consultants.

Key Responsibilities:

  • Responsible for consultant database maintenance and updating information like portfolio performance, characteristics, assets under management and personnel data across all investment products.
  • Perform role of a Junior Relationship Manager (RM) for various investment consultants and support the consultant coverage team members across globe.
  • Managing and writing DDQ / RFP responses about our firm, support model and value proposition.
  • Responding to client queries and ad-hoc requests.
  • Liaising with subject matter experts at all levels throughout the business to source information, as well as completing client due diligence questionnaires.
  • Manage workload successfully and assist other team members when required.
  • Contributing to the evolution of processes, technology, projects, and resources.

Skills, Experience and Competencies:

  • Relevant experience of more than 3 years in investment management / asset management or financial industry.
  • Experience in handling the investment consultant databases.
  • Good understanding of capital markets instruments (like equities, fixed income, derivatives) and trading lifecycle.
  • Hands on experience on Proposal Management or Pre-Sales activity.
  • Organized, detail-oriented with critical reading / editing skills, strong time management skills and ability to prioritize multiple deadlines.
  • Team player with demonstrated analytical and problem-solving skills.
  • Strong familiarity with MS Office suite (Word, advanced Excel, PowerPoint) and RFP software (Pmaps, Qvidian, RFPio). Ability to write macros for automation and process efficiency.
  • Postgraduate - MBA (Finance) or equivalent; CFA certification will be an added advantage.

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.

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 | | Instagram: @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.

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