Vice President, Portfolio Design Specialist Position Available In Mercer, New Jersey
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Job Description
Job Description:
BlackRock is one of the world’s preeminent asset managementfirms and a premier provider of global investment management, riskmanagement and advisory services to institutional, intermediary andindividual investors around the world. BlackRock offers a range ofsolutions —from rigorous fundamental and quantitative activemanagement approaches aimed at maximizing outperformance to highlyefficient indexing strategies designed to gain broad exposure tothe world’s capital markets. Our clients can access our investmentsolutions through a variety of product structures, includingindividual and institutional separate accounts, mutual funds andother pooled investment vehicles, and the industry-leading iShares®ETFs.
Location:
Chicago, Princeton, Boston, Atlanta or SanFrancisco Business Description:
BlackRock’s US Wealth Advisorybusiness manages the firm’s relationships with US retail investorsand financial advisors. Representing a full suite of strategiesfrom Model Portfolios, iShares ETFs, and mutual funds toAlternatives, SMAs and sub-advisory relationships, USWAs mandate isto deliver One BlackRock to retail advisor practices.
RoleDescription:
BlackRock Portfolio Design Specialist is anAssociate/VP eligible role in US Wealth Advisory. The team isresponsible for accelerating sales growth and deepeningrelationships with financial advisors. The scope of their role willinclude 4 core elements:
Model Customization:
help advisorsdevelop a process for customizing BlackRock’s in-house modelportfolios.
- Consult with top advisory teams on improving theirportfolio construction process, helping them create new models,improve existing models and implement their best investment ideas.
Combine quantitative portfolio analysis with qualitative insightsto impactfully communicate with clients.
Relationship Building:
partner with BlackRock’s Market Leaders to deepen relationshipswith the largest and fastest growing financial advisors. •
Tradecraft:
Utilize BlackRock’s world-class risk analyticsplatform, Aladdin, while providing capital market and portfoliolevel insights and concepts to financial advisors in an easy tounderstand way.
Primary Responsibilities:
- Deliver subject matterexpertise on BlackRock Model Portfolios
- Implement customizedportfolio solutions in conjunction with the advisor’s investmentgoals
- Deliver fiduciary and investment insights through portfolioconstruction conversations
- Embrace data-driven segmentation andthe BlackRock Engagement Model to drive deeper relationships
- Profile our clients in order to learn more about their objectivesand deploy the appropriate resources
- Partner with BlackRock’sMarket Leader, Product Strategists, and external partners todeliver the full breadth and benefits of BlackRock’s investmentsolutions
- Embrace technology to deliver an exceptional clientexperience
Qualifications :
- BA/BS required. Advanced degree, CFA,or CAIA designations are a plus, but are not required.
- A minimumof 3 years investment or asset management experience.
- Salesexperience within asset management, wealth management, or thefinancial industry more broadly is a must.
- Passion for markets,investing, and portfolio construction with a commercial mindset.
- Strong communication skills with the ability to connect and buildrelationships with internal partners and external clients.
- Highlevel of self-motivation; ability to work independently with modestsupervision.
- Strong organizational skills; ability to multi-task,prioritize and collaborate vertically/horizontally in a fast-pacedenvironment.
- NASD Series 7 and 66 (or 63 & 65) required