Vice President, BlackRock Portfolio Design Specialist at BlackRock

Princeton, New Jersey, United States

Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Wealth Advisory, Investment ManagementIndustries

BA/BS degree required (advanced degree, CFA, or CAIA a plus)
Minimum of 3+ years investment or asset management experience
Sales experience in asset management, wealth management, or financial industry required
Passion for markets, investing, and portfolio construction with a commercial mindset
Strong communication skills with ability to connect and build relationships with internal partners and external clients
High level of self-motivation; ability to work independently with modest supervision
Strong organizational skills; ability to multi-task, prioritize, and collaborate vertically/horizontally in a fast-paced environment
NASD Series 7 and 66 (or 63 & 65) required

Deliver subject matter expertise on BlackRock Model Portfolios
Implement customized portfolio solutions in conjunction with advisor’s investment goals
Deliver fiduciary and investment insights through portfolio construction conversations
Embrace data-driven segmentation and the BlackRock Engagement Model to drive deeper relationships
Profile clients to learn objectives and deploy appropriate resources
Partner with BlackRock’s Market Leaders, Product Strategists, and external partners to deliver full breadth of BlackRock’s investment solutions
Embrace technology to deliver exceptional client experience
Help advisors customize BlackRock’s model portfolios and improve portfolio construction processes using quantitative and qualitative insights
Partner with Market Leaders to deepen relationships with largest and fastest-growing financial advisors
Utilize Aladdin risk analytics platform to provide capital market and portfolio insights in an easy-to-understand way

Model Customization

Portfolio Construction

Quantitative Portfolio Analysis

iShares ETFs

Mutual Funds

SMAs

Sub-Advisory

Relationship Building

Sales Acceleration

BlackRock

New York City, New YorkHeadquarters

1988Year Founded

$78,647.7MTotal Funding

IPOCompany Stage

Fintech, Financial ServicesIndustries