Associate

BlackRock • Sausalito, CA

1d • $131,000 - $155,000 • Hybrid

About The Position

Use quantitative risk models and optimization programs to analyze and manage values-aligned direct indexing equity portfolios. Conduct quantitative analysis to support values-aligned investment strategy development. Collaborate with values-aligned team to analyze and implement customized values-aligned solutions. Support recurring ESG data updates and general strategy management tasks. Work directly with clients to implement values-aligned strategies in their portfolio, including consideration of portfolio tax and risk implications. Develop robust understanding of internal values-aligned data infrastructure, tools, and workflows. Collaborate with cross-functional teams to enhance processes and drive team initiatives. Develop expertise in SMA Direct Indexing values-aligned offerings and support core Portfolio Management team on values-aligned inquiries.

Requirements

• Bachelor’s Degree or foreign equivalent in Finance, Assets Analytics, Quantitative Analysis, Data Analytics, or related field and 36 months of experience in job offered or related occupation.
• Three years of experience in job offered or related occupation: Values aligned investing
• Working with ESG data
• Working with large data sets in Excel
• Programming in Python, and SQL
• Business Intelligence tools including Power BI
• Equity portfolio management and risk analysis platforms including MSCI Aegis Portfolio Manager
• Github
• Salesforce
• Cloudbased data platforms including Snowflake
• Multi-factor risk models
• Securities markets, products, and behavior
• Portfolio Management
• Valuation and Risk Analytics
• Machine Learning, Data Analytics, and Database Management.

Responsibilities

• Use quantitative risk models and optimization programs to analyze and manage values-aligned direct indexing equity portfolios.
• Conduct quantitative analysis to support values-aligned investment strategy development.
• Collaborate with values-aligned team to analyze and implement customized values-aligned solutions.
• Support recurring ESG data updates and general strategy management tasks.
• Work directly with clients to implement values-aligned strategies in their portfolio, including consideration of portfolio tax and risk implications.
• Develop robust understanding of internal values-aligned data infrastructure, tools, and workflows.
• Collaborate with cross-functional teams to enhance processes and drive team initiatives.
• Develop expertise in SMA Direct Indexing values-aligned offerings and support core Portfolio Management team on values-aligned inquiries.

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