Associate, Core Portfolio Management and Product Strategy

Shanghai, China
Mar 23, 2021
Apr 22, 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
About this role

About the Company:
In August 2020, BlackRock, Temasek and China Construction Bank (CCB) received approval from the China Banking & Insurance Regulatory Commission (CBIRC) to set up a Wealth Management Company (WMC) in Shanghai. BlackRock will hold a 50.1% stake in the joint venture. The WMC will be able to manufacture onshore products for domestic investors.

About the Role:
BlackRock CCB Wealth Management is seeking an investment professional, as Core Portfolio Manager and Product Strategist, based in Shanghai. The successful candidate will be working with local and global stakeholders to the day-to-day portfolio management of wealth management products, as well as assisting the promotion of these products to investors including preparing marketing materials and regulator-required reports, etc. The successful candidate should possess a good knowledge of investment market in China, solid technical skills, strong communication abilities in both Chinese and English.

Key Responsibilities:
  • Leverage BlackRock's infrastructure and global best practice, and local systems, to establish a robust portfolio management process
  • Day-to-day portfolio management according to investment objectives and constraints
  • Drive the development of new products and solutions from idea inception to onboarding to ongoing support
  • Generate relevant investment commentary and marketing materials and participate product promotion
  • Oversee and support regulatory reports and clients enquires
  • Build partnerships and strong working relationship with all relevant stakeholders
  • Produce onshore market and industry insights and share with global and local colleagues
Skills and Qualifications:
  • Bachelor's degree essential, and Postgraduate degree/CFA/FRM preferred
  • More than 3 years' experience in portfolio management and/or investment research
  • Fixed Income portfolio management experience a plus
  • Familiar with China wealth management industry regulations and relevant compliance
  • Passion for and deep knowledge of China capital markets and investment products
  • Experience in leading FMC or WMS is a strong plus
  • Good knowledge of economics, investment markets and modern portfolio theory
  • Attention to details and ability to identify potential issues
  • Familiar with Bloomberg/Wind, proficient with MS Office, programming skills and experience a plus
  • Must possess a strong work ethic and be a team player with the ability to work well under pressure
  • Good communication and presentation skills, and fluent in Mandarin and English
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.

About BlackRock

BlackRock's purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable.
For additional information on BlackRock, please visit | Twitter: @blackrock | LinkedIn:

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.
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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