VP, Portfolio Consulting – San Francisco

Full-time @BlackRock in Sales & Relationship Management jobs
  • San Francisco, US View on Map
  • Apply Before : January 9, 2023
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Job Description

Join leading Investment management company BlackRock as VP, Portfolio Consulting in San Francisco, US. refer job details to submit BlackRock job application in San Francisco.


Job Title : VP, Portfolio Consulting

Location : San Francisco, US

Job Category: Sales & Relationship Management



About this role

Job Description
BlackRock is one of the world’s preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the world. BlackRock offers a range of solutions —from rigorous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world’s capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares® ETFs.

Position Title – Portfolio Consultant
Location – San Francisco, New York, or Princeton

This role will be a key member of BlackRock’s Portfolio Consulting team in BlackRock’s US Wealth Advisory business. The individual will be expected to serve as a consultant on a team that provides portfolio construction guidance and consulting to the largest and fastest growing advisory groups in the country.
As a Portfolio Consultant, you will be expected to:                         

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 / 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. Content includes 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.


BA/BS required.  Advanced Degree / CFA / CAIA / CFP, or progress towards, is strongly preferred;
A minimum of 7 years investment or asset management experience; additional experience preferred;
Strong analytical skills are a must: background in statistics, econometrics or other technical disciplines desired;

Strong communication skills, both verbal and written.  Must be credible as an investment professional;
High level of self-motivation; ability to work independently with modest supervision;
Interest and aptitude for continued learning and practically applying portfolio construction and optimization approaches required;
Strong organizational skills; ability to multi-task, prioritize and collaborate vertically/horizontally in a fast-paced environment;
Series 7 and 63 Required

BlackRock is proud to be an Equal Opportunity/Affirmative Action Employer—M/F/D/V

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.

About BlackRock

At 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.

For additional information on BlackRock, please visit careers.blackrock.com | www.blackrock.com/corporate | Instagram: @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

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.

We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person’s appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

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