drjobs Associate Investment Product Strategy - Wealth

Associate Investment Product Strategy - Wealth

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1 Vacancy
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Job Location drjobs

San Francisco, CA - USA

Monthly Salary drjobs

$ 105000 - 137500

Vacancy

1 Vacancy

Job Description

About this role

Job Title: Wealth Portfolio Insights Analyst/Associate

Location:San Francisco CA or New York NY

BlackRocks Portfolio Insights for Wealth team translates the best of BlackRocks market insights into portfolio implications for wealth advisors. We help advisors build better portfolios delivering commercial teachings on the market and portfolio concepts important to advisors and the end investors that they serve.

We strive to drive commercial outcomes with actionable market views and portfolio insights designed for wealth. The Portfolio Insights for Wealth team partners closely with investment strategy portfolio management sales and marketing teams across the business to drive differentiated insights at scale.

We are seeking a highly organized and detailoriented individual to join our Portfolio Insights for Wealth team. The ideal candidate will play a crucial role in publishing timely market and portfolio content ensuring accuracy and relevance. This position offers an excellent opportunity for someone interested in markets with experience working with wealth advisors and looking to grow into a Portfolio Strategist role.

Key Responsibilities:

  • Manage content publication process: Ensure timely and accurate publication of market outlook decks implementation guides and blog posts. This includes quality control incorporating feedback and working with web publishing teams.
  • Manage content: Ensure that all team content is readily available and uptodate for sales teams and other stakeholders.
  • Market and portfolio analysis: Pull and visualize market data for use in decks and blogs.
  • Gather feedback from U.S. wealth business to understand their needs and provide actionable insights.
  • Drive end investor content translating market and portfolio insights into stories that advisors can share with their clients.

Qualifications:

  • Bachelors degree in Finance Economics or a related field.
  • Excellent organizational and detailoriented skills.
  • Ability to manage multiple projects and meet deadlines.
  • Strong analytical and data visualization skills.
  • An understanding of ETFs mutual funds and other investment vehicles
  • Excellent written and verbal communication skills.
  • Experience working with wealth advisors.
  • Strong interest in financial markets and portfolio construction.


For San Francisco CA and New York NY Only the salary range for this position is USD$105000.00 USD$137500.00 . 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: 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 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:

IC

Employment Type

Full-Time

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