
Website BlackRock
Job Description
This role will be a key member of BlackRock’s Portfolio Consulting team in BlackRock’s US Wealth Advisory business. The individual will be expected to serve as a consultant on a team that provides portfolio construction guidance and consulting to the largest and fastest growing advisory groups in the country.
Job Responsibilities:
- Introduce BlackRock tools and technology that deliver access to components of BlackRock’s Aladdin® Platform and educate on how to incorporate these into an advisor’s process.
- Build strong relationships with sales / distribution partners. Must approach the role as a business owner and be accountable for territory rotation and maintaining a full calendar of events and meetings.
- Present BlackRock thought leadership in settings ranging from individual teams to larger meetings. Content includes portfolio construction theory, risk analysis, trends in advisor portfolios and thematic portfolio ideas.
- Consult with top advisory teams on improving their portfolio construction process, helping them create new models, improve existing models and implement their best investment ideas. Combine quantitative portfolio analysis with qualitative insights to impactfully communicate with clients.
- Support USWA initiatives to create an investment-centric, portfolio construction-centric and consultative selling culture, partnering with sales to socialize best practices across geographies and channels.
Job Requirements:
- Strong organizational skills; ability to multi-task, prioritize and collaborate vertically/horizontally in a fast-paced environment;
- BA/BS required. Advanced Degree / CFA / CAIA / CFP, or progress towards, is strongly preferred;
- A minimum of 7 years investment or asset management experience; additional experience preferred;
- Strong analytical skills are a must: background in statistics, econometrics or other technical disciplines desired;
- High level of self-motivation; ability to work independently with modest supervision;
- Interest and aptitude for continued learning and practically applying portfolio construction and optimization approaches required;
- Strong communication skills, both verbal and written. Must be credible as an investment professional;
Job Details
Company: BlackRock
Vacancy Type: Full-time
Job Functions: Other
Job Location: San Francisco, CA, US
Application Deadline: N/A
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