Analyst, Institutional – Defined Contribution

BlackRock, Inc.; San Francisco (CA); Hybrid; USD 85,500 - 105,000; Full time

Benefits offered by this job

Flexible Time Off

Comprehensive healthcare

Strong retirement plan

Job summary

BlackRock, Inc. in San Francisco is seeking a dedicated professional for client service and business development in the Defined Contribution sector. The ideal candidate will possess a BA/BS degree, coupled with 1-2 years of experience in financial services. This role involves supporting senior sales staff, preparing client materials, and managing engagement metrics.

Employees benefit from a competitive salary ranging from $85,500 to $105,000 annually, along with bonuses and comprehensive health benefits, aligning with BlackRock’s commitment to performance and inclusivity.

Qualifications

• 1-2 years of financial services experience preferred.
• Interest in Defined Contribution industry trends is a plus.
• Licensing requirements include Series 7 and 63 or 66.

Responsibilities

• Support sales and client service for Institutional DC clients.
• Respond to strategy information and pricing inquiries.
• Track interactions in BlackRock's CRM platform.
• Assist in client engagements and preparation of materials.

Skills

Financial services experience

Microsoft Office proficiency

Written and verbal communication

Organizational skills

Analytical ability

Team player

Education

BA/BS degree

Job description

About this role

BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. This role is part of the Americas Institutional Businesses focused on supporting the Defined Contribution business providing client service, business development and investment strategy engagements.

Responsibilities

• Support senior Institutional Sales and DC Consultant Relations professionals on business development, client service, and investment strategy engagements with Institutional DC clients and prospects.
• Field, respond to, and accommodate day‑to‑day requests regarding strategy information, pricing inquiries, and other ad‑hoc client requests.
• Track activities and maintain contact information in BlackRock’s Client Relationship Management (CRM) platform. Help develop meaningful reporting metrics, including new business pipeline opportunities and meeting notes.
• Contribute to business development plans on the Institutional DC team by collaborating with senior Relationship Managers and Commercialization Strategy function.
• Learn and excel in using BlackRock’s proprietary systems to gather information about products, fund vehicles, pitch decks, and other critical information.
• Coordinate and prep for client engagements by assisting with pitch decks, new business “Requests for Proposals” (RFPs), and follow‑up materials under tight timelines.
• Collaborate with Client Service operations partners in on‑boarding of new accounts and complex implementations.
• Attend client/prospect meetings with DC plans across the Western US and Texas regions to assume ownership of smaller relationships over time with team Managing Directors, Directors, and Vice Presidents.

Skills and Requirements

• BA/BS degree required.
• 1‑2 years of financial services experience – Defined Contribution‑related experience is a plus.
• Knowledge of, or interest in learning about, the Defined Contribution industry trends, in addition to asset management and financial markets news.
• Has, or is willing to obtain, the Series 7 and 63 or 66 licenses within three months of hire date.
• High proficiency in Microsoft Office and an aptitude for learning new applications.
• Exceptional written and verbal communication skills.
• Organized and detail‑oriented with strong time‑management skills.
• Demonstrated analytical ability, maturity, and sound judgment.
• Thrives in a fast‑paced environment with a proactive and hard‑working attitude.
• Motivated to win with a competitive spirit.
• Strong interest in pursuing a career in a client‑facing role.
• Effective team player; able to work with colleagues across levels.

Salary and Benefits

For San Francisco, CA only: the salary range for this position is USD$85,500.00 – USD$105,000.00. Employees are also eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay‑for‑performance compensation philosophy and total compensation may vary based on role, location, department and individual performance.

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).

Hybrid Work Model

Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities.

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 strengthen the global economy.

EEO and Inclusion

BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC’s Know Your Rights poster and its supplement and the pay transparency statement.

BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email [e-mail]. All requests are treated in line with our privacy policy.

We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person’s appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses. 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.