About this roleBusiness Unit Overview:The Americas Institutional Businesses (AIB) is responsible for developing and maintaining relationships with sophisticated institutional investors. Across the US, Canada and LatAm, AIB is focused on helping defined contribution (DC) plans, pensions, universities, non-profits, family offices, healthcare systems and other institutional investors meet their financial goals and serve their constituents and communities. We are comprised of teams of professionals with expertise spanning many functions working together to meet the unique needs of our clients including relationship management, marketing, sales, client service, and product development and management. Professionals within AIB work together to deliver a full range of asset management, risk management and advisory services supporting our clients' investment objectives.
About the Team:The Client Solutions Group (CSG) within Americas Institutional Business (AIB) partners with sophisticated institutional and wealth clients across the U.S., Canada, and Latin America to deliver portfolio analysis, investment solutions, and industry thought leadership. Leveraging BlackRock's global investment platform, technology (including Aladdin), and product suite, CSG supports clients in making better-informed portfolio decisions aligned with their long-term objectives.
Role Overview:The Vice President, Portfolio Consulting will serve as a partner to sales teams, and senior consultants and clients, by leading the development of portfolio analyses and solutions; serve as product/investment specialist for client discussions. The role combines portfolio construction, risk analysis, and product expertise, with opportunities to contribute to scalable thought leadership and client research.
Key Responsibilities:- Develop and deliver custom portfolio analyses and diagnostics, including risk/return analysis, factor and holdings analysis, scenario and stress testing, attribution, and portfolio optimization.
- Participate in client meetings and conference calls in preparation for and, in completion of client projects.
- Partner closely with sales teams and senior consultants to support client discussions, shape investment solutions, and drive adoption of BlackRock products through a solutions-led approach.
- Manage a pipeline of client projects, coordinating scope, timelines, and delivery in collaboration with sales and CSG partners.
- Leverage Aladdin and internal portfolio construction tools to deliver scalable, high-quality analytics and improve efficiency across the consulting process.
- Contribute to peer analysis, and thought leadership, supporting client engagement and commercial initiatives.
- Disseminate investment, portfolio construction, and product knowledge across sales, marketing, and client teams through presentations, materials, and ad hoc support.
- Build strong partnerships across internal stakeholders, including product strategists, investment teams, and technology partners.
Required Qualifications & Experience:- 5+ years of experience in portfolio management, investment research, or investment consulting.
- Strong foundation in portfolio construction, asset allocation, and risk modeling, with the ability to translate complex analysis into clear, client-ready insights.
- Experience in working with various institutional client types (Pension, Taft-Hartley, Endowments, Foundations, Healthcare, Wealth, etc.)
- Bachelor's degree in a quantitative or analytical discipline (finance, economics, engineering, mathematics, or similar). CFA progress or advanced degree is a plus.
- Advanced Excel skills; experience with Aladdin is a strong plus.
- Programming or data skills (e.g., VBA, Python, SQL) preferred.
- Solid understanding of financial markets across traditional, multi-asset, and alternative investments.
- Ability to thrive in a fast-paced, client-driven environment, managing multiple deliverables under tight timelines.
- Strong problem-solving skills, attention to detail, and intellectual curiosity.
- Has, or is willing to obtain, the series 7and 63 licenses.
For San Francisco, CA Only the salary range for this position is USD$150,000.00 - 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 benefitsTo 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 modelBlackRock'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 candidatesAt 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.
