Associate, Custom Models Solution Business (CMS) Client Portfolio Manager, Multi-Asset Strategies & Solutions (MASS) at BlackRock

San Francisco, California, United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Asset Management, Wealth ManagementIndustries

Requirements

BA/BS required. Advanced Degree / CFA / CAIA / CFP, or progress towards, is strongly preferred
A minimum of 2-4 years investment or asset management experience
Prefer relevant client facing and/or portfolio construction experience
Combination of investment, analytical, technical and client skills
Student of the market with fluid understanding of financial markets, portfolio construction and analysis
Entrepreneurial with a sense of ownership and business building spirit
Strong organizational skills with attention to detail and process
Collegial attitude and eagerness to partner with numerous teams across MASS and the broader firm

Responsibilities

In close partnership with USWA Market Teams, deliver the CMS value proposition to clients – position resources, capabilities, and services to increase demand
Support existing client relationships and participate in driving new client engagements by delivering BlackRock’s best thinking on an ongoing basis via conference call updates and in-person meetings as needed
Integrate CMS clients with the BlackRock technology stack to deliver client reporting and marketing support
Build strong relationships with sales, distribution partners and advisory clients to deliver commercial results aligned with business objectives
Design custom model portfolios for specific wealth management clients that marry the client’s customization requests with BlackRock’s investment view, as defined by the Model Portfolio Solutions team
Build custom portfolios using our standard model product menu as the chassis
Define and maintain portfolio substitution and optimization rules using Blackrock’s portfolio construction tools
Work closely with model portfolio management teams, bringing to bear their systematic investment and market insights
Support critical initiatives to scale the CMS business and its integration across MASS and other parts of the firm, including but not limited to client-facing market leaders, Models Infrastructure, MASS Core PM, and Aladdin Wealth Tech
Think creatively about ways to improve the CMS operating model and deliver on automation and scale-oriented projects to support the business’s growth objectives and risk mitigation
Support all aspects of the day-to-day operating procedures in partnership with Core PM and Models Infrastructure to support business needs
Represent the investment strategy team in projects with partners in sales, marketing, communications, product strategy and other teams

Skills

Portfolio Management

Model Portfolios

Client Relationship Management

Wealth Management

Investment Strategies

Financial Advisory

Sales Support

Client Reporting

Multi-Asset Strategies

BlackRock

About BlackRock

New York City, New YorkHeadquarters

1988Year Founded

$78,647.7MTotal Funding

IPOCompany Stage

Fintech, Financial ServicesIndustries

Benefits

Health Insurance

Unlimited Paid Time Off

Mental Health Support

Wellness Program

401(k) Retirement Plan

Risks

FDIC scrutiny could lead to regulatory challenges for BlackRock.

Workforce reduction may indicate internal financial pressures or strategic shifts.

Involvement in Yangzijiang Shipbuilding exposes BlackRock to geopolitical risks.

Differentiation

BlackRock's Bitcoin ETF, IBIT, reached over $50 billion in assets quickly.

The firm is developing a layer-2 tokenized real-world asset platform on Ethereum.

BlackRock's partnership with Frax Finance enhances its stablecoin market presence.

Upsides

IBIT's success attracts a broader range of cryptocurrency investors.

The Ethereum platform positions BlackRock as a leader in blockchain financial services.

Partnership with Frax Finance enhances digital finance offerings and compliance.

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