Associate, Index Asset Allocation Portfolio Manager

$105,000 - $137,500/Yr

BlackRock - San Francisco, CA

Full-time - Mid Level

Remote - San Francisco, CA

Funds, Trusts, and Other Financial Vehicles

About the position

The Associate, Index Asset Allocation Portfolio Manager role at BlackRock involves managing portfolio implementation for various equity, fixed income, and multi-asset funds for clients in the US and Canada. The position requires effective communication and collaboration with internal teams to enhance fund performance and investment solutions while maintaining a focus on high-quality execution and client needs.

Responsibilities

• Perform daily fund management tasks, including handling client contributions and redemptions, portfolio rebalancing, and performance attribution.
• Apply market experience and knowledge of index construction to portfolio management and designing investment solutions.
• Partner with developers to enhance and transform business tools and processes.
• Support management and client-facing groups in reporting business metrics and ad-hoc requests.
• Partner with internal stakeholders in managing new fund launches and restructures.
• Analyze datasets and leverage coding to drive investment outcomes.
• Build expertise in managing large-scale portfolio management processes and complexity around mandate changes, transitions, or market events.
• Build strong working relationships with internal teams in Index Equity, Fixed Income, FX, Trading, Risk & Quantitative Analysis, Business Operations, Client Business, and others.

Requirements

• 2+ years within the financial services industry
• Bachelor's degree in finance, data science, or related field
• An interest in financial markets and portfolio management
• Ability to multi-task and prioritize assignments while producing high-quality work in a demanding, fast-paced environment
• Excellent verbal and written communication, teamwork, and relationship-building skills
• Curious and self-motivated with attention to detail
• Experience with SQL, Python, or any coding is a plus
• Flexible to work market hours

Benefits

• Tuition reimbursement
• Comprehensive healthcare
• Retirement plan
• Flexible Time Off (FTO)
• Support for working parents