Director, Head of Portfolio Rebalancing and Analysis – San Francisco

Full-time @BlackRock in Investment Professionals – Investments jobs
  • San Francisco, US View on Map
  • Apply Before : November 3, 2022
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Job Description

Join leading Investment management company BlackRock as Director, Head of Portfolio Rebalancing and Analysis in San Francisco, US. refer job details to submit BlackRock job application in San Francisco.


Job Title : Director, Head of Portfolio Rebalancing and Analysis

Location : San Francisco, US

Job Category: Investment Professionals – Investments



About this role

About Aperio

At Aperio (part of BlackRock), our strategies are designed to put our clients’ and their clients’ interests at the center of our investment advice; to minimize costs and taxes; and to incorporate each client’s unique environmental, social, and governance (ESG) preferences. We are a purposefully growing quantitative/index-tracking investment management business specializing in managing customized equity portfolios tax efficiently.

At Aperio, we work hard and move quickly as a well-coordinated, collaborative team whose exceptional people are focused on providing extraordinary client service. If you are looking for an opportunity to grow and contribute in a fun, industry-disruptive, fast-paced environment, Aperio is the place for you.

About This Role

We are looking for a Manager of Portfolio Rebalancing and Analysis to join our quantitative portfolio management team. The Manager of Portfolio Rebalancing and Analysis will be responsible for the day-to-day management of Aperio’s portfolio rebalancing and analysis efforts. 

The Manager of Portfolio Rebalancing and Analysis will also be responsible for managing teams of portfolio managers and supporting them on complicated portfolio implementations, as well as on complex quantitative investment strategy analyses. The portfolio managers work with leading-edge portfolio risk and optimization technologies which the Manager of Portfolio Rebalancing and Analysis needs to understand at a detailed and comprehensive level. Ideal candidates must have excellent problem-solving skills, a high degree of attention to detail and strong organizational and management skills. The position requires strong verbal and written communication skills and the ability to work directly with clients on complicated tax and risk modeling problems. The candidate must be able to manage and prioritize multiple tasks in a time sensitive environment. The person should have initiative and be comfortable taking on responsibility.

Key Responsibilities

Manage, train, and develop portfolio managers and associate portfolio managers

Manage and monitor the assignment of all day-to-day portfolio rebalancings and quantitative analyses

Manage and meet all quarterly portfolio rebalancing targets and quantitative analyses SLAs

Maintain and service relationships with clients, vendors, and internal stakeholders

Develop and implement improvements to the investment processes and daily workflows

Develop team to handle significant growth, reduce errors, and improve team and client experience

Focus on efficiencies and scalability while maintaining strong, highly human client service culture

Grow, mentor, and coach teams to retain team members and provide opportunities for learning and career development

Develop strong cross functional relationships, including with Operations, Client On-Boarding, Business Development, Process Engineering, Systems, Compliance, and Legal

Comprehend and augment the use quantitative risk models/optimization algorithms

Manage large scale portfolio transitions and client investment strategy implementations

Understand business objectives to ensure that the team structure evolves to best support and fit with the changing nature of the business

Collaborate on and contribute to the development of next generation, fully-integrated cross-BlackRock SMA platforms

Strong problem solver with the ability to implement short-term “fixes” and long-term improvements

Ability to define problems/goals, assess trade-offs of possible solutions, make decisions, and communicate effectively

Be entrepreneurial while understanding how to navigate the complexities of a large and growing organization

Stay abreast of industry best practices including within BlackRock and evolve portfolio management functions to take advantage of learnings


Ten plus years of portfolio management experience

Strong management and organizational skills

Proven ability to develop and implement complex and scalable portfolio management systems

Experience working with process engineering and systems development teams on process improvements and automation

Experience developing, implementing, managing, and improving complex operational workflows with an emphasis on scalability and straight-though processing

Experience with implementing SMA/UMA platforms

Knowledge of broader securities markets and products including modern portfolio theory and its applications

Experience with multi-factor risk models and portfolio optimization algorithms (Barra Preferred)

Excellent analytical/problem solving and computer skills with emphasis on quantitative analysis

Data driven and metrics oriented

Experience in high growth and fast-paced environment

Strong attention to detail and emphasis on risk management

Demonstrated initiative, perspective, creativity, and good quantitative intuition

Excellent communication skills

BA/BS required (Masters or CFA preferred)

Experience with Barra, Salesforce, and Aladdin a plus

Experience managing quantitative tax managed equity strategies a plus

Experience managing Index, Factor-Tilted, and ESG portfolios a plus

Experience managing long/short equity portfolios a plus

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 | | Instagram: @blackrock | Twitter: @blackrock | LinkedIn:

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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