Associate

BlackRock • Sausalito, CA

25d • $135,000 - $155,000 • Hybrid

About The Position

Responsible for portfolio construction and rebalancing as well as investment strategy analysis. Use quantitative risk models and optimization programs to manage equity portfolios. Implement electronic security trades and liaise with brokers and custodians. Provide analytic support for client consulting projects. Extract and update data from portfolio accounting systems. Develop and implement process improvements. Maintain and service relationships with clients.

Requirements

• Bachelor's Degree or foreign equivalent (will accept 3 year foreign bachelor's degree) in Finance, Business, or related field, and 36 months of experience in job offered or closely related role
• Financial platforms including Bloomberg, Morningstar, Mercer, and FactSet
• Programming languages including SQL, Tableau and VBA
• Excel skills including VLOOKUP and pivot tables
• Equity markets and market benchmarks
• Indexing and personalized portfolio construction
• Factor investing and value alignment investing
• Risk and performance attribution analysis
• Scenario and tradeoff analysis
• Portfolio rebalancing and cash flow management
• Financial modeling and valuation techniques, including quantitative risk modeling, and multi-factor risk modeling
• Technical communication to external stakeholders explaining investment strategies and portfolio positioning

Responsibilities

• portfolio construction
• rebalancing
• investment strategy analysis
• Use quantitative risk models and optimization programs to manage equity portfolios
• Implement electronic security trades
• liaise with brokers and custodians
• Provide analytic support for client consulting projects
• Extract and update data from portfolio accounting systems
• Develop and implement process improvements
• Maintain and service relationships with clients

Benefits

• employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits
• strong retirement plan
• tuition reimbursement
• comprehensive healthcare
• support for working parents
• Flexible Time Off (FTO)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees