About this role
BlackRock's Investment & Portfolio Solutions (IPS) mission is to bring our clients investable market insights tied to product and portfolio solutions across the full range of public and private markets. We strive to drive commercial outcomes with actionable market views and portfolio insights to help build better portfolios. The portfolio consulting team is an investment team that specializes in building custom investment solutions using deep investment expertise, cutting-edge technology, and market insights. Consultants are client-facing technical professionals who work alongside distribution teams to lead engagements that diagnose client investment challenges and shape solutions. They partner closely with investment strategy, product, and portfolio management teams across the business to drive value in client relationships. The team covers institutional client segments such as asset managers, insurance companies, pensions, endowments, foundations, and family offices, as well as the retail advisory segment.
Primary Responsibilities
Partnering with the Sales team to integrate Portfolio Consulting as a key driver of whole-portfolio solutions for predominantly institutional clients.
Responding to client consulting requests by crafting robust portfolio analyses. Types of requests include, but are not limited to, returns-based style analysis, holdings-based risk factor analysis, stress testing evaluations, and tracking error optimizations.
Supporting client conference calls by delivering market knowledge and contributing to the construction of efficient and thoughtful investment solutions, with considerations for current economic conditions.
Partnering with teams across the firm to leverage best practices, expertise, and tools to enhance investment capabilities and create additional capacity.
Contributing to the development and execution of channel business strategy, including delivery of existing objectives and applying technology to build scale.
Supporting the prioritization of client engagements and internal initiatives under senior team guidance.
Contributing to presentations and investment papers that effectively communicate insights, strategies, and research to clients and stakeholders.
Continually expanding and deepening investment, portfolio construction, and product suite knowledge.
Skills & Qualifications
3ā5 years of experience in investment management, portfolio analytics, financial services, or a related field.
BA/BS in finance, economics, or a related field; CFA designation or progress toward CFA is desirable.
Strong interpersonal and relationship management skills.
Strong written and verbal communication skills, including the ability to convey complex investment information clearly.
An understanding of ETFs, mutual funds, and other investment vehicles.
Knowledge of private markets and the role of alternatives in a portfolio.
Comfort with public speaking and client-facing presentation delivery.
Detail-oriented with strong analytical skills to interpret complex investment product information and identify appropriate solutions for investment professionals.
Ability to work flexibly and adapt to changing requirements and priorities.
Strong Excel and PowerPoint skills required. Familiarity with industry software (Morningstar Direct, Bloomberg, Refinitiv, MPI, etc.) is a plus.
Familiarity with AI tools and emerging technologies that can enhance research, analytics, and workflow efficiency, with an understanding of responsible use, governance, and quality control in an investment environment is a plus.
Collaborative individual with strong ethical values.
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
BlackRockās 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 ā 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.Ā Our clients, and the people they serve, are saving for retirement, paying for their childrenās 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 ā the one we make in our employees. Itās why weāre 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: @blackrockĀ | LinkedIn:Ā 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.Ā View theĀ EEOCās Know Your Rights poster and its supplementĀ and theĀ 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 Disability.Assistance@blackrock.com. All requests are treated in line with ourĀ 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.blackrock