drjobs Associate Portfolio Manager Values-Aligned Implementation

Associate Portfolio Manager Values-Aligned Implementation

Employer Active

1 Vacancy
drjobs

Job Alert

You will be updated with latest job alerts via email
Valid email field required
Send jobs
Send me jobs like this
drjobs

Job Alert

You will be updated with latest job alerts via email

Valid email field required
Send jobs
Job Location drjobs

Sausalito, CA - USA

Monthly Salary drjobs

$ 116000 - 155000

Vacancy

1 Vacancy

Job Description

About this role

Team Overview

BlackRock SMA Solutions helps clients customize portfolios for unique tax valuesalignment or investment exposures across direct indexing fixed income active equity and multiasset. We deliver worldclass service to all of our clients from wealth advisors to family offices to endowments and foundations.

About this Role

BlackRocks SMA Solutions business is seeking an Associate Portfolio Manager ValuesAligned Implementation (APMVAI) to join our Portfolio Management team.

The APMVAI will be responsible for valuesaligned portfolio construction and rebalancing as well as investment strategy analysis. Our portfolio managers work with portfolio risk and optimization technologies. Ideal candidates must have excellent problemsolving capabilities a high degree of attention to detail and strong organizational skills. The position requires solid verbal and written communication aptitude and the ability to work directly with clients on complicated tax and riskmodeling problems. The APMVAI must be able to manage and prioritize multiple tasks in a timesensitive environment be able to take initiative and be comfortable taking on responsibility.

Key Responsibilities

Use quantitative risk models and optimization programs to analyze and manage valuesaligned direct indexing equity portfolios

Conduct quantitative analysis to support valuesaligned investment strategy development

Collaborate with valuesaligned team to analyze and implement customized valuesaligned solutions

Support recurring ESG data updates and general strategy management tasks

Work directly with clients to implement valuesaligned strategies in their portfolio including consideration of portfolio tax and risk implications.

Develop robust understanding of internal valuesaligned data infrastructure tools and workflows

Collaborate with crossfunctional teams to enhance processes and drive team initiatives

Develop expertise in SMA Direct Indexing valuesaligned offerings and support core Portfolio Management team on valuesaligned inquiries

Qualifications

Bachelors degree in Finance Economics or a related field

3 years of relevant work experience

Strong interest in valuesaligned investing; experience working with ESG data is a plus

Excellent analytical technical and quantitative skills

Strong Excel skills; experience working with large data sets is preferred

Acute attention to detail and proofing

Proficiency in Python SQL VBA Power BI is a plus

Strong verbal and written communication skills

Ability to work collaboratively in a fastpaced environment

Proven ability to manage multiple tasks and projects

Strong organizational and time management skills

Familiarity with multifactor risk models

Knowledge of securities markets products behavior


USD$116000.00 USD$155000.00 . Additionally employees are eligible for an annual discretionary bonus and benefits including heath care leave benefits and retirement benefits. BlackRock operates a payforperformance 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

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.

We recruit hire train promote pay and administer all personnel actions without regard to race color religion sex (including pregnancy childbirth and medical conditions related to pregnancy childbirth or breastfeeding) sex stereotyping (including assumptions about a persons appearance or behavior gender roles gender expression or gender identity) gender gender identity gender expression national origin age mental or physical disability ancestry medical condition marital status military or veteran status citizenship status sexual orientation genetic information or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.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:

Manager

Employment Type

Full-Time

About Company

Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.