Samantha Merwin, CFA

Experience

• 

  Bryant University

  Jan 2008 - Jan 2012

  Student

  Graduated from Bryant University in May 2012, Magna Cum Laude, with a degree in International Business and a double concentration in Finance and Spanish.

• 

  Newmark

  Jan 2010 - Jan 2010

  Intern - Capital Group

  -- Analyzed loan terms and rates as well as other relevant financial data through the Bloomberg terminal.-- Completed stacking plans to re-organize the internal system as well as to provide potential financiers with a blueprint of the building. -- Reviewed, evaluated, and summarized proposal packets for new financing.

• 

  Fidelity Investments

  Jan 2011 - Jan 2011

  Intern

  As a Summer Intern in the Institutional Wealth Services business at Fidelity I contributed to multiple cost management tasks and projects. Daily responsibilities included submitting Goodwill requests, and projects included monitoring and analyzing the credit re-billing process and an organizational cost center realignment. All of the tasks and projects completed at this time were focused on reducing organizational expenses and losses.

• 

  BlackRock

  Jul 2012 - now

  Launched BlackRock’s first ETF & Index Investing Markets Advocacy function to address ETF and indexing issues with policymakers, industry influencers and market participants worldwide. In this role, I advocate for policies and regulations that protect investors and support the growth of ETFs and indexing with local and global regulators. I also work to promote the role of ETFs and index investing in financial markets through thought leadership and engagement with media, academia, and investors. Show less As a Vice President in the Strategic Partner Program, I was responsible for managing holistic relationship strategies for BlackRock's largest relationships. The client segments I covered included global banks, independent broker/dealers, and Registered Investment Advisors.In this role I focused on ensuring a culture of collaboration through transparent reporting and firm-wide relationship management. I added value to our most complex, cross-business relationships by liaising with BlackRock senior leadership to develop strategies that brought the best of BlackRock to our clients. Show less As an Associate on the Regulatory Threshold Compliance team in BlackRock's Portfolio Compliance Group, I was responsible for the completion of regulatory disclosures for the Americas and Asia Pacific regions.Utilizing the Aladdin system, I was responsible for monitoring firm-wide positions that approached or crossed regulatory thresholds, and for completing the subsequent regulatory forms. I was also heavily engaged in completing process improvement and enhancement projects to increase efficiency and accuracy.I began my career in this role in 2012 as an Analyst and was promoted to Associate in 2014. Show less

  • Head of BlackRock Global Markets Advocacy

    Jan 2024 - now

  • Head of ETF & Index Investing Markets Advocacy

    Jan 2020 - Jan 2024

  • Vice President, EII Public Policy

    Apr 2018 - Jan 2020

  • Strategic Partner Program Associate / Vice President

    Jun 2015 - Apr 2018

  • Regulatory Portfolio Compliance Analyst/Associate

    Jul 2012 - Jun 2015