VP, Portfolio Strategist

San Francisco, USA
Not Specified
Sep 26, 2019
Oct 01, 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
About this role

Location - San Francisco, CA

This role will be a key member of BlackRock's Portfolio Solutions team in BlackRock's US Wealth Advisory business, with responsibility for delivering BlackRock's views on portfolio construction, investment process best practices, and risk management to partners in the RIA and Bank Wealth channel. This is a hybrid role which requires a combination of in-field meetings and business development along with a significant degree of investment consulting and portfolio analysis for Blackrock clients. The successful candidate will work in conjunction with BlackRock's sales team members and relationship managers to develop portfolio solutions and investment process guidance as part of an ongoing relationship.

As a Portfolio Strategist, you will be expected to:
  • Amplify the Impact and Opportunity of the BLK Models platform - convey the message, educate on how to use the models as a part of a portfolio construction process and deliver the models as a stand-alone solution.
  • Introduce BLK tools, technology and properties that deliver access to components of BlackRock's Aladdin® Platform and thought leadership regarding Portfolio Construction Theory and educate how to incorporate these into an advisor's process.
  • Present the BLK Thought Leadership agenda in settings ranging from individual teams and RIAs to meetings with senior representatives from the Home Office. Content ranges from Portfolio Construction Theory, Risk Analytics, Trends in Advisor Portfolios and Strategic Asset Allocation to Practice Management and Investment Process frameworks.
  • Deliver the value proposition of Portfolio Solutions - position resources, capabilities and services to exponentially increase demand for the consulting platform through group presentations and individual meetings.
  • Cultivate, in partnership with Sales and RMs, several white-glove relationships with select top-tier Bank Wealth and RIA teams.
  • Provide feedback with respect to ideas for new content and initiatives that can increase adoption or repeat usage of consulting.
  • Respond to client consulting requests by crafting robust, customized analyses. Types of requests include, but are not limited to, returns-based analysis, holdings-based analysis, return attribution and portfolio optimization exercises.
  • Build strong relationships with sales / distribution partners and advisory clients. Must approach the role as a business owner and be accountable for territory rotation and maintaining a full calendar of events and meetings.
  • Support USWA initiatives to create an Investment-Centric, Portfolio Construction-Centric and Consultative Selling Culture - partner with sales to socialize best practices across geographies and channels.

  • BA/BS required. Advanced Degree / CFA / CAIA / CFP, or progress towards, is strongly preferred;
  • A minimum of 7 years investment or asset management experience;
  • Direct experience in the wealth management industry with an excellent understanding of the asset management sales process as it relates to investment advisors;
  • Strong analytical skills are a must: background in statistics, econometrics or other technical disciplines desired;
  • Strong communication skills, both verbal and written. Must be highly credible as an investment professional;
  • Ability and willingness to travel in territory 50-60% of time;
  • 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 organizational skills; ability to multi-task, prioritize and collaborate vertically/horizontally in a fast-paced environment;
  • Series 7 and 63 Required;
  • Prior experience with MPI, Morningstar Direct, FactSet, or other types of financial analytics software is a plus. Prior investment-related research experience is a plus.

About BlackRock

BlackRock helps 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. As of March 31, 2019, the firm managed approximately $6.52 trillion in assets on behalf of investors worldwide. For additional information on BlackRock, please visit @blackrock | Blog: www.linkedin.com/company/blackrock .

BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.

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 person's 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.

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