Company 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. Company 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.
This role will be a key member of the Due Diligence team within Company’s US iShares and Wealth Advisory businesses, which focuses on ETF research and fund due diligence clients. The position will take a lead role in client coverage, strategic planning and product analytics support for the team. The role will work collaboratively with the national accounts sales team, active fund manager due diligence teams and internal colleagues to solidify iShares’ position with our home office clients, win new business, and deepen large existing relationships for Company.
Build relationships with research and due diligence professionals at focus client firms
Develop strategic plan for each covered firm and drive financial results
Strategize on cross-channel sales opportunities by leveraging deep knowledge of client research recommendations, model portfolios and platform/product approvals, as well as expert understanding of all iShares products
Own and maintain database of client research recommendations, model portfolio allocations, and product approvals. Pro-actively communicate significant updates to sales channels in a deep, timely and concise way
Offer support and guidance to implementation teams
Create and deliver to clients new product, product enhancement, educational, and competitive intelligence content
Develop due diligence related content with internal partners
5-Years of ETF product and market related experience required
Strong analytical ability as well as written, verbal and interpersonal communication skills
Strong presentation skills and a willingness to travel required
Familiarity with data systems such as Bloomberg, Morningstar, Factset
Excellent Excel and PowerPoint skills
Ambitious work ethic, professional disposition, detail–oriented and a passion for investments
Ability to multi-task and work effectively on individual projects as well as part of a larger team
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