Associate, Business Development - Aperio

Description

About this role

About Aperio

At Aperio (part of BlackRock), our strategies are designed to put our clients’ and their clients’ interests at the center of our investment advice; to minimize costs and taxes; and to incorporate each client’s unique environmental, social, and governance (ESG) preferences. We are a purposefully growing quantitative/index-tracking investment management business specializing in managing customized equity portfolios tax efficiently.

At Aperio, we work hard and move quickly as a well-coordinated, collaborative team whose exceptional people are focused on providing extraordinary client service. If you are looking for an opportunity to grow and contribute in a fun, industry-disruptive, fast-paced environment, Aperio is the place for you.

About This Role

We are looking for a Business Development Associate who will primarily support our team in the Eastern Region. This is a great opportunity to work for a growing investment management firm. The primary responsibility of the Business Development Associate is to serve as a day-to-day liaison internally with our Western Region business development team and externally with our clients. Accordingly, the ideal candidate will have excellent problem-solving skills, a high degree of attention to detail, and strong organizational and analytical abilities. They will also be highly proficient in Microsoft Office applications (particularly Excel and PowerPoint), be familiar with Salesforce (or other customer relationship management [CRM] software), and be able to manage and prioritize multiple tasks with clients and colleagues.

Key Responsibilities

Support internal and external sales initiatives for the business development team, including:

• Collaborating on projects with the other Business Development Associates from all regions
• Distributing marketing and research materials, as appropriate, to clients and prospects
• Scheduling and managing client calls and meetings (trip planning, handling client-/prospect-facing logistics such as confirming, calendaring, and prepping materials and background)
• Responding to telephone and email inquiries and effectively discussing Aperio’s product offerings
• Administering and organizing client/prospect road shows
• Liaising with our portfolio management, operations, and process engineering teams to drive responsive and high-touch client and prospect service to help us broaden and deepen our relationships
• Providing sales and support for our clients and prospects in the Western part of the United States

Manage Salesforce tasks, including:

• Managing and maintaining a thorough and detailed database to ensure the most efficient use of information
• Developing an extensive knowledge of the firm’s offerings and client base
• Creating detailed documentation of all calls, meetings, and emails from the team and coordinating appropriate follow-up
• Servicing and cultivating client relationships, such as scheduling and documenting client reviews
• Undertaking other duties as assigned
• Segmenting contacts to allow for more targeted outreach
• Creating and maintaining prospecting campaign lists
• Keeping all client-level information current and relevant
• Representing the company in a professional, positive manner and consistently maintaining an appropriate level of confidentiality
• Tracking progress and status of all new business opportunities (opportunity management)
• Producing ongoing sales reporting metrics for analytics and forecasting
• Effectively identifying firms and key contacts (prospects/influencers)—reactively and proactively

Qualifications:

• Self-motivation and the ability to work both independently and in a collaborative manner
• Experience utilizing Salesforce or other CRM software
• Bachelor’s degree in Finance preferred
• Acute attention to detail; strong proofing skills for text, data, and graphics
• Excellent verbal and written communication skills
• Five-plus years of work experience, with minimum of two years of industry experience preferred
• Strong organizational and time-management aptitude, including experience managing projects and processes
• Professional demeanor with a positive attitude
• Excellent people skills, including the ability to both ask relevant questions and exhibit effective listening
• Highly proficient in the use of Microsoft Word, Excel, PowerPoint, Outlook, and Adobe Acrobat
• Efficiency and process orientation

For New York City only: The salary range for this position is $109,250 – $130,000. 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 3 days in the office each week, with the flexibility to work from home up to 2 days a week; some business groups may require more time in the office due to their roles and responsibilities. Beginning in September, all employees will shift to at least 4 days in the office per week, with the flexibility to work from home 1 day a week. 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.