Associate, US Wealth Advisory Business & Industry Intelligence

ENGINEERINGUK; New York (NY); Hybrid; USD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a talented Associate for their US Wealth Advisory team in New York. This role involves conducting in-depth industry research and competitive analysis to inform strategic decisions. You'll collaborate with various stakeholders to deliver insights that drive growth and differentiation. With a focus on data analysis, you'll leverage tools like R and Python to enhance decision-making processes. Join a dynamic team dedicated to financial well-being and contribute to impactful projects in a supportive and innovative environment.

Benefits

Comprehensive Healthcare

Retirement Benefits

Tuition Reimbursement

Flexible Time Off

Qualifications

• 3+ years of experience in industry research or competitive intelligence.
• Strong ability to translate data into narratives for different audiences.

Responsibilities

• Conduct research on industry trends and competitive landscape.
• Utilize reporting tools to translate data into actionable insights.

Skills

Industry Research

Competitive Intelligence

Data Analysis

Project Management

Communication Skills

Education

Bachelor's Degree

Master's Degree

Tools

R

Python

PowerBI

Excel

Job description

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Associate, US Wealth Advisory Business & Industry Intelligence

View more categories View less categories Sector Banking and Financial Services Role Associate Contract Type Permanent Hours Full Time

About this role

Your team, role and impact:

BlackRock's US Wealth Advisory business ("USWA") manages the firm's relationships with US retail financial services firms and their advisors, who ultimately serve end investors. Representing a full suite of strategies - from iShares ETFs and mutual funds to SMAs, model portfolios, alternatives, portfolio solutions, and sub-advisory programs - USWA's mandate is to deliver "One BlackRock" to our clients.

The USWA COO Strategy Team plays an integral role at the intersection of business strategy, client and product strategy, and operational risk management for US Wealth. We are seeking an individual to join our team as an Associate, US Wealth Advisory Industry and Competitive Intelligence. The role is based in New York.

Key Responsibilities:

Industry and Competitive Intelligence:

• Conduct comprehensive research and analysis on industry trends, competitive landscape, and market dynamics to inform strategic decision-making.
• Develop and maintain a repository of competitive intelligence, including competitor profiles, market share analysis, and benchmarking reports.
• Collaborate with internal stakeholders to identify key insights and opportunities for growth and differentiation.
• Monitor and analyze regulatory changes and their potential impact on the industry and business operations.

Data Analysis and Reporting:

• Utilize core reporting tools to translate data into actionable business insights; identify improvements around our business processes and reporting.
• Develop and deliver regular reports and presentations to senior management, highlighting key findings and strategic recommendations.
• Partner with data science, management, and analytics teams to leverage advanced analytical techniques and tools (e.g., R, Python, PowerBI) to enhance data-driven decision-making and storage of structured/unstructured data (e.g., Cerulli reports and data).

Business Management:

• Partner with the broader COO strategy function and sales and product pillar leads to develop our business narrative, focus areas, and constructs for execution.
• Support the organization of strategic meeting series and presentations (i.e., QBR, Board, GEC, ExCos, BizCos, offsites, etc.).
• Seek out efficiencies within our processes with an eye to mitigating risk.

You have:

• At least 3 years of relevant experience (i.e., industry research, competitive intelligence, strategy), with finance or asset-management experience preferred.
• A desire to build deep knowledge of BlackRock's lines of business and provide recommendations that will help USWA deliver to our clients and stakeholders.
• Hands-on approach and a passion for digging into industry and competitive intelligence issues with the curiosity of a journalist and the diligence of an auditor.
• A strong ability to translate data into narratives tailored for different audiences.
• Background in data analysis and statistical principles; some experience automating data collection and building data visualizations (i.e., R, Python, PowerBI, Excel, PowerBI).
• Flexibility to adapt to changing environments, priorities, and situations.
• A team-player mentality, positive attitude, and willingness to lend a hand where help is needed to advance the team's ability to drive growth and operate effectively.
• Strong project management skills.
• FINRA Series 7, 66 and 24 a plus.

For New York, NY Only the salary range for this position is USD$0.00 - USD$0.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.

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.

Our hybrid work model

BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. 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. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.

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 @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

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.

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.

Company

About Us

BlackRock’s purpose is to help more and more people experience financial well-being. We serve pension plans providing for nurses, teachers, firefighters, law enforcement and other public and private sector workers, individual investors investing for their own retirement, and institutions such as governments, foundations and insurance companies. Clients turn to BlackRock for the innovative solutions they need when planning for their most important goals. We are passionate about helping those we serve build a strong financial future, so we seek out a diverse range of perspectives and talents to solve their most complex challenges.

While our firm has offices across more than 30 countries, we operate as "One BlackRock:” our people thrive on collaboration, mutual trust and respect, and we inspire each other to collectively raise our game. BlackRock is dedicated to its principles, which include a culture of equity and inclusion, where employees can bring their full selves to every conversation, every day.

Our employee networks

Our global networks are dynamic communities built on shared experiences, intersectionality and allyship. They are culture carriers for the firm, offering employees and allies the opportunity to enhance and shape the inclusive culture to which we aspire. Employee networks are sponsored by senior leaders and are proudly designed by employees, for employees.

The Ability & Allies Network (ABN) provides a sense of community, advocacy, resources and support for all types of disability-related issues within the firm.

Awards:

2022 Disability:IN Disability Equality Index

BlackRock was recognised as one of the Best Places to Work for Disability Inclusion after scoring 100% on the Disability Equality Index. The index is a joint initiative between the American Association of People with Disabilities and Disability:IN. that helps companies build a roadmap of measurable, tangible actions that they can take to achieve disability inclusion and equality.

Glassdoor Best Places to Work 2022 – US & UK

This recognition is a result of the feedback provided by current and former colleagues about their experiences working at BlackRock. Ranking #72 in the US and #12 in the UK.

#1 Capital Markets Industry 2023

BlackRock was named one of America’s Most JUST Companies for the 3rd consecutive year, according to Forbes and JUST Capital. We ranked #1 in the Capital Markets industry. The 2023 list of America’s Most JUST Companies celebrates U.S. corporations that outperform their peers in the Russell 1000 on the priorities of the American people – including issues like fair pay, ethical leadership, good benefits and work-life balance, equal opportunity, customer treatment and privacy, community support, environmental impact, and delivering shareholder return. By balancing the needs of all stakeholders, JUST 100 companies demonstrate that profits and purpose can go hand in hand.

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