Vice President, Portfolio Consultant
- Employer
- BlackRock
- Location
- New York, USA
- Salary
- Competitive
- Closing date
- Sep 18, 2021
View more
- Job Function
- Banking
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Description
About this role
About Blackrock
BlackRock is a world-class provider of investment management, risk management and advisory services to institutional, intermediary and individual investors around the world. BlackRock offers a range of solutions - from thorough fundamental and quantitative active management approaches sought at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world's capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares® ETFs.
ETF & Institutional Indexing (EII) Business Unit Overview:
BlackRock's iShares is the #1 Exchange Traded Fund (ETF) provider globally. With more than a decade of ETF innovation and expertise, iShares is a trusted leader in the ETF industry. We serve investors of all sizes, including advisors, personal investors, wealth managers, banks, asset managers, pensions, and insurers. The platform offers clients a comprehensive range of products that provide precise, transparent and cost-efficient access to a full range of asset classes and global markets.
Portfolio Consulting:
The Latin America Portfolio Consulting Team (PC) partners with institutional and wealth clients to build custom investment solutions. PC has a focus and expertise in demonstrating BlackRock products, especially iShares ETFs, to solve client investment challenges. PC consultants serve as a technical specialist that owns the shaping of solutions and risk analyses in direct response to consultative client interactions. Consultants will work closely with the sales teams, delivering portfolio solutions to clients, and contributing to the selling of indexed, factors and active products through a solution driven approach. PC engages with all of the Latin America's client segments (including: asset managers, pension funds, family offices, financial advisors, private banks, home offices) and products (ETFs, mutual funds, liquid and illiquid alternatives) as well as the Aladdin business.
Responsibilities:
► Proactively disseminate investment, portfolio construction and product knowledge throughout the sales and marketing teams to help influence our clients and improve their investment outcomes.
► Manage your project pipeline with sales team and PC partners to set the agenda and timeframe for creating and delivering client work.
► Drive key investment and technology projects, demonstrating expertise in portfolio construction to craft client research for publishing.
► Continually expand and deepen investment, portfolio construction and BlackRock product knowledge base.
► Be an agent for change by using your technology skills to help drive scale in the PC business process.
► Partner with sales and senior consultants to drive flows into BlackRock products by developing portfolio analyses and solutions; serve as product/investment specialist for client discussions.
► Formulate, build and deliver individual client projects, maintaining responsibility for delivering client analysis to key client partners.
► Conduct trainings, seminars and large audience events with institutional and wealth clients on the topics of portfolio construction
► Build business plans and a strategy to commercialize portfolio consulting services in targeted Latin American countries
Experience:
► 8+ years' experience in portfolio management and investment research at a buy-side or investment consulting firm covering Latin American and Offshore investments.
► BA/BS in a quantitative/analytical field such as finance, economics or science.
► CFA and/or advanced degree desirable.
► Excellent analytical skills, as evidenced by formal training in econometrics or statistics, and extensive experience in utilizing those skills in an applied research environment.
► Deep knowledge of risk modeling and proven ability to convey sophisticated topics simply and coherently.
► Programming skills in SQL/VBA/Python/Matlab preferred.
► Strong understanding of financial markets and portfolio construction techniques.
► Able to use technology to deliver financial and economic research.
► Strong communication skills, both written and verbal. The successful candidate must have the confidence and credibility to persuasively interact with colleagues, management, and clients
► Spanish and English language proficiency required. Additional Portuguese skills are desirable
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
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 careers.blackrock.com | www.blackrock.com/corporate | Instagram: @blackrock | Twitter: @blackrock | LinkedIn: 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.
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.
About this role
About Blackrock
BlackRock is a world-class provider of investment management, risk management and advisory services to institutional, intermediary and individual investors around the world. BlackRock offers a range of solutions - from thorough fundamental and quantitative active management approaches sought at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world's capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares® ETFs.
ETF & Institutional Indexing (EII) Business Unit Overview:
BlackRock's iShares is the #1 Exchange Traded Fund (ETF) provider globally. With more than a decade of ETF innovation and expertise, iShares is a trusted leader in the ETF industry. We serve investors of all sizes, including advisors, personal investors, wealth managers, banks, asset managers, pensions, and insurers. The platform offers clients a comprehensive range of products that provide precise, transparent and cost-efficient access to a full range of asset classes and global markets.
Portfolio Consulting:
The Latin America Portfolio Consulting Team (PC) partners with institutional and wealth clients to build custom investment solutions. PC has a focus and expertise in demonstrating BlackRock products, especially iShares ETFs, to solve client investment challenges. PC consultants serve as a technical specialist that owns the shaping of solutions and risk analyses in direct response to consultative client interactions. Consultants will work closely with the sales teams, delivering portfolio solutions to clients, and contributing to the selling of indexed, factors and active products through a solution driven approach. PC engages with all of the Latin America's client segments (including: asset managers, pension funds, family offices, financial advisors, private banks, home offices) and products (ETFs, mutual funds, liquid and illiquid alternatives) as well as the Aladdin business.
Responsibilities:
► Proactively disseminate investment, portfolio construction and product knowledge throughout the sales and marketing teams to help influence our clients and improve their investment outcomes.
► Manage your project pipeline with sales team and PC partners to set the agenda and timeframe for creating and delivering client work.
► Drive key investment and technology projects, demonstrating expertise in portfolio construction to craft client research for publishing.
► Continually expand and deepen investment, portfolio construction and BlackRock product knowledge base.
► Be an agent for change by using your technology skills to help drive scale in the PC business process.
► Partner with sales and senior consultants to drive flows into BlackRock products by developing portfolio analyses and solutions; serve as product/investment specialist for client discussions.
► Formulate, build and deliver individual client projects, maintaining responsibility for delivering client analysis to key client partners.
► Conduct trainings, seminars and large audience events with institutional and wealth clients on the topics of portfolio construction
► Build business plans and a strategy to commercialize portfolio consulting services in targeted Latin American countries
Experience:
► 8+ years' experience in portfolio management and investment research at a buy-side or investment consulting firm covering Latin American and Offshore investments.
► BA/BS in a quantitative/analytical field such as finance, economics or science.
► CFA and/or advanced degree desirable.
► Excellent analytical skills, as evidenced by formal training in econometrics or statistics, and extensive experience in utilizing those skills in an applied research environment.
► Deep knowledge of risk modeling and proven ability to convey sophisticated topics simply and coherently.
► Programming skills in SQL/VBA/Python/Matlab preferred.
► Strong understanding of financial markets and portfolio construction techniques.
► Able to use technology to deliver financial and economic research.
► Strong communication skills, both written and verbal. The successful candidate must have the confidence and credibility to persuasively interact with colleagues, management, and clients
► Spanish and English language proficiency required. Additional Portuguese skills are desirable
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
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 careers.blackrock.com | www.blackrock.com/corporate | Instagram: @blackrock | Twitter: @blackrock | LinkedIn: 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.
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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