About this role
Company: BlackRock Investment Management, LLC
Job Title: Vice President
Location: 400 Howard St San Francisco, CA 94105
Job Duties: Consult with top advisory teams on improving their portfolio construction process, helping them create new models, improve existing models and implement their best investment ideas. Combine quantitative portfolio analysis with qualitative insights to impactfully communicate with clients. Build strong relationships with sales and distribution partners. Must approach the role as a business owner and be accountable for territory rotation and maintaining a full calendar of events and meetings. Present BlackRock thought leadership in settings ranging from individual teams to larger meetings that includes content on portfolio construction theory, risk analysis, trends in advisor portfolios and thematic portfolio ideas. Introduce BlackRock tools and technology that deliver access to components of BlackRock's Aladdin platform and educate on how to incorporate these into an advisor's process. Support USWA initiatives to create an investment-centric portfolio construction-centric and consultative selling culture, partnering with sales to socialize best practices across geographies and channels.
Qualifications: Bachelor's degree in Finance, Economics, Business Administration or a related field and five (5) years of experience in the job offered or as an Analyst or a related role. Licenses required: FINRA Series 7 and 66. Must have five (5) years of experience with: Portfolio theory and portfolio construction; Investment vehicle selection (ETFs, Mutual Funds, SMAs, Private Assets); Multi-asset portfolio construction for retail investment platforms; Crafting memos detailing investment rationale; Speaking at client seminars and due diligence forums both in person and virtually; and Differentiating alpha, factor and index exposures to identify most effective and efficient implementation vehicle. Must have three (3) years of experience: Financial planning theory and how portfolio design supports goals-based planning; and High net worth portfolio construction, incorporating tax, liquidity and values-based constraints. Must have two (2) years of experience with: Factor-based risk models and scenario analysis for risk budgeting, portfolio optimization and downside management.
To apply, please click "Apply" on this webpage.
For San Francisco, CA Only the salary range for this position is USD$190,000.00 - USD$200,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
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.
Guidance on AI use for candidates
At BlackRock, AI has long been part of how we work - enhancing decision-making, improving operations, and helping us deliver better outcomes for clients. We encourage candidates to use AI thoughtfully to learn, prepare, and work more effectively; but during our interview process, we want to focus on getting to know you through your own experiences, thinking, and judgment. To support you, we've provided guidance on when and how to use AI during our hiring process so you can approach each step with confidence and showcase your best self.
