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Job Title : Associate, Portfolio Manager – Risk and Performance Management
Location : San Francisco, US
Job Category: Investment Professionals – Investments
About this role
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
The Associate Portfolio Manager – Risk and Performance Management is responsible for the development, assessment, and oversight of equity strategies for taxable and tax-exempt investors. 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, strong organizational skills, and a passion for research. 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 PM 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.
Assess and analyze the performance of accounts, composites, and investment strategies using statistical analysis and attribution reporting
Create and update Fact Sheets, backtests, and data for marketing presentations
Monitor, assess, and analyze portfolio risk characteristics relative to Aperio internal standards and client objectives
Apply statistical analysis to historical trade data to identify trends and outliers
Develop and implement a remediation plan to address performance and risk management issues
Ensure the completeness and accuracy of investment universes and security-level data by maintaining Aperio’s security master
Support research efforts and develop proposals to improve existing investment strategies and launch new strategies
Support research projects to deliver solutions to problems posed by internal and external clients
Construction and analysis of large, complex data sets to provide answers to research questions
Creation of informative visualizations of complex data as requested by the team
Communication of technical issues to broad audiences
Develop strong understanding of Aperio’s systems, strategies, processes, and procedures in relation to Portfolio Management
Support Portfolio Management team in portfolio analysis and rebalancing
Programming skills including Python, R, SQL, and statistical packages
Expertise in statistics and financial mathematics
Experience with multi-factor risk models (e.g., Barra) and tax-efficient client optimization
Strong Excel skills
Solid verbal and written skills
Ability to take initiative and drive projects to completion
BA/BS in a quantitative discipline. MS Preferred
Five plus years of relevant finance work experience
Excellent interpersonal and communication skills
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.
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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