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Associate, Financial Planning & Analytics

AT BlackRock
BlackRock

Associate, Financial Planning & Analytics

Edinburgh, United Kingdom

About this role

Business Unit Overview:

The Finance Information & Analytics Team, within wider Financial Planning & Analysis Team, is responsible for the external and internal reporting of BlackRock's AUM, Net New Business, Revenue, and related analytics. On a weekly basis the team calculates AUM, enriches it with pipeline, revenue, client, and market commentary, and provides informative and insightful reports to senior management.

The team is also actively involved in firm wide Revenue forecasting and budgeting, and production of ARMR/Actuals which is a key source of information for internal Management reporting purposes.

The team produces information that helps articulate BlackRock's vision and message to investors, clients, and press, as well as providing quantitative and qualitative support for senior management decisions.

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The Finance Information & Analytics team is committed to performance excellence, the continuous optimization of its operating and production model and the rapid advancement in its strategic and tactical initiatives.

Job Summary

The FI&A team is looking for an individual to:

  • Support and lead the weekly and monthly production processes
  • Identify ways to improve the AUM, Flow, Net New Base Fees, Sales reporting, and Pipeline reporting processes
  • Improve communication with our clients and partners, better understand their needs, and help deliver an improved product
  • Display intellectual curiosity and lead automation and data mining/engineering projects
  • Support and lead tactical and strategic initiatives, including data migrations and systems/data integrations
  • Support the on-boarding and reporting of acquired firms

Responsibilities:

  • Support the weekly and monthly production
  • Understand the E2E AUM, Revenue, NNBF process and policy, and contribute to process improvement initiatives
  • Become a contributor to the development of appropriate metrics and control framework to better manage and report AUM, Flows, Revenue and NNBF
  • Develop strong working relationships with our clients & partners and identify ways to improve our products & service
  • Partner with colleagues in other business areas (Operations, Investments, Client Businesses, and Finance) to build strong end to end business processes with key focus on control framework, policy, and output accuracy
  • Support the on-boarding and reporting process for complex assignments. Partner, influence, and direct colleagues in other business areas (e.g., On-boarding, BDS, Client businesses, Investments, Billing, etc.) to achieve enhanced reporting accuracy
  • Provide oversight and guidance on integrations and migrations of internal and external data and systems
  • Challenge existing processes and policies, identify opportunities for improvement, and see them through to implementation

Skills / Experience:

  • Analytical, innovative, and organized with excellent attention to detail and commitment to excellence
  • Process minded with great focus on controls and risk mitigation by utilizing a methodical & organized approach
  • Ability to work through challenging deadlines
  • Strong team player with excellent interpersonal skills
  • Self-driven, enthusiastic, and intellectually curious
  • Strong understanding of the investment processes across all product structures
  • Excellent verbal and written communication capabilities - ability to interact with all levels
  • Strong prioritization and influencing skills and ability to manage differing requirements from multiple 'clients'
  • Ability and/or experience in developing strong partnerships with other business areas locally and globally
  • Proficient with Microsoft Excel
  • Experience with VBA and ATX desirable
  • Understanding and/or experience in Finance, Accounting, Financial Reporting, Operations and Data mining

Our benefits

To help you stay energized, engaged and inspired, we offer a wide range of employee benefits including: retirement investment and tools designed to help you in building a sound financial future; access to education reimbursement; comprehensive resources to support your physical health and emotional well-being; family support programs; 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 Employer. We evaluate qualified applicants without regard to age, disability, race, religion, sex, sexual orientation and other protected characteristics at law.

Client-provided location(s): Edinburgh, UK
Job ID: blackrock-R246501
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Life Insurance
    • Mental Health Benefits
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • Fitness Subsidies
  • Parental Benefits

    • Family Support Resources
    • Adoption Leave
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
  • Work Flexibility

    • Hybrid Work Opportunities
    • Flexible Work Hours
  • Office Life and Perks

    • Casual Dress
    • Commuter Benefits Program
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Unlimited Paid Time Off
    • Volunteer Time Off
    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Financial Counseling
    • 401(K)
    • Company Equity
    • Performance Bonus
  • Professional Development

    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Internship Program
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Tuition Reimbursement
    • Lunch and Learns
  • Diversity and Inclusion

    • Founder led
    • Employee Resource Groups (ERG)
    • Diversity, Equity, and Inclusion Program

Company Videos

Hear directly from employees about what it is like to work at BlackRock.