Vice President BlackRock Portfolio Design Specialist
Vice President BlackRock Portfolio Design Specialist
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$ 100000 - 110000
1 Vacancy
Job Description
About this role
BlackRock is one of the worlds preeminent asset management firms and a premier provider of global investment management risk management and advisory services to institutional intermediary and individual investors around the world. BlackRock offers a range of solutions from rigorous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the worlds capital markets. Our clients can access our investment solutions through a variety of product structures including individual and institutional separate accounts mutual funds and other pooled investment vehicles and the industryleading iShares ETFs.
Location: Chicago Princeton Boston Atlanta or San Francisco
Business Description:
BlackRocks US Wealth Advisory business manages the firms relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios iShares ETFs and mutual funds to Alternatives SMAs and subadvisory relationships USWAs mandate is to deliver One BlackRock to retail advisor practices.
Role Description:
BlackRock Portfolio Design Specialist is an Associate/VP eligible role in US Wealth Advisory. The team is responsible for accelerating sales growth and deepening relationships with financial advisors. The scope of their role will include 4 core elements:
Model Customization: help advisors develop a process for customizing BlackRocks inhouse model portfolios.
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.
Relationship Building: partner with BlackRocks Market Leaders to deepen relationships with the largest and fastest growing financial advisors.
Tradecraft: Utilize BlackRocks worldclass risk analytics platform Aladdin while providing capital market and portfolio level insights and concepts to financial advisors in an easy to understand way.
Primary Responsibilities:
Deliver subject matter expertise on BlackRock Model Portfolios
Implement customized portfolio solutions in conjunction with the advisors investment goals
Deliver fiduciary and investment insights through portfolio construction conversations
Embrace datadriven segmentation and the BlackRock Engagement Model to drive deeper relationships
Profile our clients in order to learn more about their objectives and deploy the appropriate resources
Partner with BlackRocks Market Leader Product Strategists and external partners to deliver the full breadth and benefits of BlackRocks investment solutions
Embrace technology to deliver an exceptional client experience
Qualifications:
BA/BS required. Advanced degree CFA or CAIA designations are a plus but are not required.
A minimum of 3 years investment or asset management experience.
Sales experience within asset management wealth management or the financial industry more broadly is a must.
Passion for markets investing and portfolio construction with a commercial mindset.
Strong communication skills with the ability to connect and build relationships with internal partners and external clients.
High level of selfmotivation; ability to work independently with modest supervision.
Strong organizational skills; ability to multitask prioritize and collaborate vertically/horizontally in a fastpaced environment.
NASD Series 7 and 66 (or 63 & 65 required
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
BlackRocks 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 wellbeing. Our clients and the people they serve are saving for retirement paying for their childrens 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. Its why were 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/company/blackrock
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees and we evaluate qualified applicants without regard to race creed color national origin sex (including pregnancy and gender identity/expression) sexual orientation age ancestry physical or mental disability marital status political affiliation religion citizenship status genetic information veteran status or any other basis protected under applicable federal state or local law.View theEEOCs Know Your Rights poster and its supplementand thepay transparency statement.
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process please email . All requests are treated in line with our.
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law including any applicable fair chance law.Required Experience:
Chief
Employment Type
Full-Time
