Analyst, SMA Solutions Portfolio Manager

Company: ENGINEERINGUK
Location: San Francisco
Posted on: November 13, 2024

Job Description:

Analyst, SMA Solutions Portfolio ManagerAbout this roleTeam OverviewBlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations.About this Role:We are looking for a personable Analyst Portfolio Manager (APM) to join our Portfolio Management team. The APM will be responsible for portfolio construction and rebalancing as well as investment strategy analysis. Our portfolio managers work with leading-edge portfolio risk and optimization technologies. Ideal candidates must have excellent problem-solving capabilities, a high degree of attention to detail, and strong organizational skills. The position requires solid verbal and written communication aptitude and the ability to work directly with clients on complicated tax- and risk-modeling problems. The APM must be able to manage and prioritize multiple tasks in a time-sensitive environment, be able to take initiative, and be comfortable taking on responsibility.Key Responsibilities:

• Use quantitative risk models and optimization programs to manage equity portfolios
• Implement electronic security trades and liaise with brokers and custodians
• Provide analytic support for client consulting projects
• Extract and update data from portfolio accounting systems
• Develop and implement process improvements
• Maintain and service relationships with clientsQualifications:
• Excellent analytical, problem-solving and computer competencies, with an emphasis on quantitative analysis
• Strong Excel skills, including mastery of VLOOKUP, pivot tables, etc.
• Acute attention to detail and proofing
• Demonstrated initiative, a broad perspective, creativity, and good quantitative intuition
• Sound verbal and written communication skills
• Proven ability to manage multiple tasks and projects
• Strong organizational and time management skills
• Bachelor's degree from a 4-year college/university
• Knowledge of securities markets, products, behavior
• Understanding of modern portfolio theory and its application
• Experience with SQL and VBA
• Ability to work collaboratively in a team environmentOur 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.About BlackRockAt BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's 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 - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.
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Keywords: ENGINEERINGUK, Cupertino , Analyst, SMA Solutions Portfolio Manager, Executive , San Francisco, California