Analyst, Institutional – Defined Contribution

About this role

Black Rock 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.

• 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 Black Rock’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 Black Rock’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.

• 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.

For San Francisco, CA only: the salary range for this position is USD $85,500.00 – USD$. Employees are also eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. Black Rock 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).

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.

At Black Rock, 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.

Black Rock 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…