About this role
The US Wealth Portfolio Design and Services Pillar team is responsible for product development and commercialization of our portfolio design businesses - one of the fastest growing and most innovative product areas at BlackRock. We are looking for an Associate to join the team to manage the business operations of our whole portfolio business with a focus on traditional models. The role will span the entire lifecycle of the models business including industry insights, financials/budgeting and sales activation/marketing.
Whole Portfolio Associate Example Responsibilities:
Manage operational and service functions across whole portfolio implementation partnerships (55ip, Vestmark, etc.)
Play key role in supporting the whole portfolio commercialization team including sales training, activation and marketing
Partner closely with the sales team and strategic accounts to support field inquiries on whole portfolio
Analyze and glean insights from industry reports and news sources to keep the team informed of trends, opportunities and competitive threats
Develop content to ensure the whole portfolio narrative, roadmap and results are clear to the marketplace and internal stakeholders/senior leadership.
Work collaboratively and coordinate with partners within BlackRock to meet project deadlines and goals
In partnership with COO & FP&A, lead reporting and financial management activities required for the whole product portfolio offering
Provide accurate and timely data analysis and analytical support for budgeting, quarterly reporting, projections, etc.
Skills:
Flexible, responsive and self-starting personality. Demonstrated experience working both independently and as part of a team in a highly collaborative, complex environment
A genuine inclination for quantitative analysis and the ability to work through complex problems and challenges to provide innovative insights
Experience with retail wealth management and/or asset management and established industry knowledge
Strong time management, organizational and problem-solving skills including ability to manage projects independently
Baseline expertise in models, ETFs, mutual funds, separate accounts and private markets
Excellent verbal and written communication skills along with demonstrated analytical ability
Effective public speaking and communication skills
Eagerness to learn and understand all aspects of SMA and model portfolio business
Ability to Effectively balance strategic and ad hoc projects
Requirements:
2-5 years of relevant asset management industry experience with some Managed Account experience preferred
BA/BS degree required
NASD series 7, 63, and 65 securities licenses
Advanced Microsoft Office skills, particularly Excel and PowerPoint
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
BlackRock’s 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 well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s 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. It’s why we’re 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.com/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 the EEOC’s Know Your Rights poster and its supplement and the pay 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 [email protected]. All requests are treated in line with our privacy policy.
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.Top Skills
What We Do
BlackRock is a global asset manager. We help investors build better financial futures. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. Our founding mission was to establish a firm that thinks differently about managing investment risks to best serve our clients, and this is still at our core today.
We challenge businesses to reach higher standards. We use technology to think beyond what’s possible. We provide investment solutions for every need. We aim to simplify a complex world. We help chart paths towards financial health. We are BlackRock, and we are invested in your financial well-being.
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Why Work With Us
Without our people, technology is irrelevant. When we combine the power of people with the power of technology, we amplify our ability to create better outcomes for our employees, clients, shareholders and society alike.
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