Associate | Portfolio Consulting – US Wealth Advisory | Mumbai – Mumbai

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

Join leading Investment management company BlackRock as Associate | Portfolio Consulting – US Wealth Advisory | Mumbai in Mumbai, IN. refer job details to submit BlackRock job application in Mumbai.


Job Title : Associate | Portfolio Consulting – US Wealth Advisory | Mumbai

Location : Mumbai, IN

Job Category: Sales & Relationship Management



About this role

Business Unit Overview:
BlackRock’s MP3 team sits within the US Wealth Advisory business and is responsible for developing and executing sales strategy within the US Wealth segment at BlackRock. The MP3 team also includes the Portfolio Consulting and Practice Management businesses, which deliver consulting engagements, education, analytics, technology, and thought leadership which are focused on helping wealth firms and advisors build better portfolios for their end investors, scale their business models, and increase client acquisition.

Job Purpose/Background:
This role is a part of dynamic and rapidly evolving team responsible for three major functions – Analysis, Scale, and Reporting.

Seeking an energetic professional to work with US-based Portfolio Consulting and partner teams, producing customized risk and other detailed reports for clients (US Financial Advisors). The analyst will also be responsible for building partnership with US counterparts – manufacture comprehensive reports consisting of detailed risk and performance analytics on the client’s portfolio.

Key Responsibilities:

Produce highly specialized and customized portfolio risk reports like Model Scaling, ESG, etc with detailed risk and performance analysis for financial advisors’ portfolios.

Customization of BlackRock Model Portfolios based on guidelines agreed with the clients.

Understand and update Product Performance, Industry flow details and post necessary commentaries for asset classes like Equity, Fixed Income, Alternatives, etc.

Update data within risk reporting tools (example – Morningstar Direct, MPI, etc).

Ensure that all the requirements are completed on a timely basis with the highest level of accuracy.

Fulfill ad-hoc tasks related to portfolio, returns and market data reporting.

Develop and maintain up-to-date process flow documents for all tasks related to assigned processes.

Support and complete various efficiency and capacity-building initiatives, including automation/ standardization efforts.

Evaluate systems, processes, and procedures for inefficiencies, and make recommendations for improvement.

Manage workload to successfully meet set deadlines and assist other team members when required.


Post Graduate – MBA (Finance) from reputed institute.

CFA / FRM certification will be an added advantage.


4 to 6 years of relevant experience in investment management/asset management or financial industry.

Knowledge of financial markets, with familiarity across all asset classes and geographies

Knowledge of portfolio risk concepts like Standard Deviation, Sharpe ratio, Tracking Error, etc.

Knowledge of mutual fund, ETF business and portfolio construction.

Strong familiarity with ESG (Economic Social Governance), Carbon footprint and Sustainable investing.

Strong familiarity with MS Office suite (Word, Excel, PowerPoint).

Strong familiarity with financial data platforms like MPI, Morningstar, etc a strong plus.

Knowledge of Tableau, SQL, VBA, MySQL, will be an added advantage.

Flexible and able to respond quickly to urgent requests

Excellent attitude, attention to detail, and verbal/written communication skills.

Tech-savvy and eager to harness new techniques to improve reporting processes

Experience with sales CRM systems, risk reporting tools also desirable.


Strong spoken and written communication skills, particularly with global counterparts

Highly organized and detail oriented with a focus on time management.

Values the importance of quality data and strives to maintain its integrity in the system.

Proven ability to multitask, manage concurrent efforts, and work to deadlines with minimal supervision in a team environment.

Flexible and comfortable with change, and prepared for a fast-paced, rapidly evolving workflow.

Strong critical reasoning and problem-solving capabilities.

Ability to thrive in a deadline-oriented atmosphere, and comfortable completing multiple projects simultaneously

Team player with attention to detail, problem solving abilities, and analytical skills.

Flexibility of shift timings.

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.

Our hybrid work pilot

BlackRock’s current hybrid work pilot is designed to help you experience the best of both worlds: the opportunity to connect with colleagues in person and the flexibility to work remotely, with greater time to focus on what’s important to you. In line with local health guidance and regulations, employees are generally expected to work 3 days in the office and 2 days from home (on average) each week. For some business groups, more time may be required in the office, while greater flexibility may be in place for others. Our “One BlackRock” culture means you’ll be supported to collaborate with your new colleagues while bringing your full self to work – wherever you are.

The health, safety and well-being of our people will always be our top priorities; we will continue to monitor local conditions and health advisories in making decisions about our work environments.

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 Employer.  We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.

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