Director, Investment & Portfolio Solutions

About this role

BlackRock’s Investment & Portfolio Solutions (IPS) mission is to bring our clients investable market insights tied to product and portfolio solutions across the full range of public and private markets. We strive to drive the commercial outcomes with actionable market views and portfolio insights to help build better portfolios. The portfolio consulting team is an investment team that specializes in building custom investment solutions using deep investment expertise, cutting edge technology, and market insights. Consultants are client-facing technical professionals who work alongside distribution teams to lead engagements that diagnose client investment challenges and shape solutions. They partner closely with investment strategy, product and portfolio management teams across the business to drive value in client relationships. The team covers institutional client segments such as: asset managers, insurance companies, pensions, endowments, foundations and family offices, as well as the retail advisory segment.

Vice President will also be considered for the role.

Primary Responsibilities

• Partnering with the Sales team to integrate Portfolio Consulting as a key driver of whole-portfolio solutions for predominantly institutional clients.
• Responding to client consulting requests by crafting robust portfolio analyses. Types of requests include, but are not limited to, returns-based style analysis, holdings-based risk factor analysis, stress testing evaluations and tracking error optimizations.
• Participating in client conference calls by delivering high level of market knowledge and constructing efficient and thoughtful investment solutions to improve engagement and influence with clients, with considerations for the current economic conditions.

• Partnering with teams across the firm to leverage best practices, expertise and tools to enhance investment capabilities and create additional capacity.
• Co-developing and implementing the channel business strategy including delivery of existing objectives, strategically applying technology to build scale, and embarking on new and innovative initiatives.

• Optimally leading and prioritizing client engagements, internal initiatives and business strategy initiatives.
• Creating presentations and writing investment papers to effectively communicate insights, strategies, and research to clients and stakeholders.
• Continually expanding and deepening investment, portfolio construction, and product suite knowledge base.

Skills & Qualifications

• BA/BS in finance, economics, or another related field; MBA a plus.
• CFA is highly desirable for this position.
• Strong interpersonal and relationship management skills.
• Strong written communication skills for content strategy creation.
• An understanding of ETFs, mutual funds and other investment vehicles.
• Knowledge of the private markets and role of alternatives in the portfolio.
• Comfort with public speaking and presentation skills.
• Analytical skills necessary to interpret and determine complex investment product information and determine appropriate response to meet the needs of investment professionals.
• Ability to work flexibly and adapt to changing requirements and priorities.
• Strong written and verbal communications skills.
• Collaborative individual with strong ethical values.
• Strong Excel and PowerPoint skills a must. Familiarity with industry software (Morningstar Direct, Bloomberg, Thompson Reuters, MPI, etc.) is a plus.

For New York City and California only the salary range for this position is $190,000 - $240,000. Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.

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 model

BlackRock’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 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 @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.

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.