Request for Proposal (RFP) Writer, Analyst/Associate

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Request for Proposal (RFP) Writer, Analyst/Associate

Princeton, NJ +1 location
Full Time
  • Responsibilities

    About BlackRock

    BlackRock helps investors build better financial futures. As a fiduciary to our clients, we provide the solutions they need when planning for their most important goals. As of 31 December 2021, the firm managed approximately $10.01 trillion in assets on behalf of investors worldwide. With 70 offices in 30 countries, BlackRock is a truly global firm that can combine the benefits of worldwide reach with local service and relationships. We manage assets for clients in North and South America, Europe, Asia, Australia, the Middle East and Africa.

    For additional information on BlackRock, please visit | Twitter: @blackrock | Blog: | LinkedIn:

    Business Unit Overview

    As the US retail arm of BlackRock, US Wealth Advisory (“USWA”) is responsible for building and maintaining relationships with wealth management firms and platforms, distributing BlackRock's alpha-seeking and iShares investment capabilities and encouraging the adoption of BlackRock's portfolio construction and digital wealth technologies by financial advisors. The USWA Request for Proposal (RFP) team plays a vital role in the sales and retention process for mutual fund, sub advisory, collective trust products and separately managed accounts (“SMAs”)/models. Our team liaises closely with colleagues across sales groups, portfolio management teams and numerous subject matter experts to deliver high quality, consistent and cohesive quantitative and qualitative information to prospective and existing clients.

    The Team is comprised of Request for Proposal writers in the United States and Request for Proposal writers and Firm/Due Diligence Questionnaire (DDQ) Specialists in Mumbai, India. Our Request for Proposal writers are also responsible for Standard Requests for Information (RFIs), which are marketing materials for key mutual funds, SMAs and models.

    Job Purpose/Background

    Our team is seeking a Request for Proposal Analyst to support the completion of Standard Requests for Information (RFIs), Request for Proposals (“RFPs”) and Due Diligence Questionnaires (DDQs). This role presents an excellent opportunity to get exposure to different areas of the business and gain a wealth of knowledge about BlackRock, its position in the market and the products we manage. The ideal candidate has strong writing and communication skills and previous experience working in a fast-paced global financial services firm on RFP and similar documents.

    Key Responsibilities

    • Coordinate the completion of new business RFPs and client DDQs.

    • Ensure timely and accurate delivery of requests including proactively communicating potential issues and quality oversight.

    • Manage workload to successfully meet assigned deadlines and assist other team members when required. Support and complete various efficiency and capacity-building initiatives, including automation/ standardization efforts.

    • Collaborate and liaise with partners from Strategy Teams, Sales, Operations, Legal & Compliance, Human Resources, and other departments across the firm.

    • Provide support to the maintenance and audit of core content in the RFP content management system Qualifications:

    • BA or BS degree required

    • CFA / FRM certification will be an added advantage Skills, Experience and


    • 1 to 3 years of relevant experience in investment management/asset management or financial industry (SMAs/models experience a plus)

    • Team player with attention to detail with demonstrated analytical and problem-solving skills

    • Ability to manage multiple tasks to tight deadlines

    • Strong interpersonal skills and ability to build and maintain strong relationships

    • Exceptional written and verbal communication skills

    • Knowledge of financial markets, with familiarity with all asset classes and geographies

    • Project management, collaborative writing, critical reading, and editing skills

    • Strong familiarity with MS Office suite (Word, Excel, PowerPoint)

    • Knowledge of RFP content management system, experience with Diligence Vault a plus

    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.

  • Industry
    Financial Services
  • Locations
    Princeton, NJ • New York, NY
  • Fun Fact
    We offer a fun, entrepreneurial culture you wouldn’t typically find at a financial services company. You can even wear jeans to work!
  • About Us

    BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable.