Values-Alignment Associate

BlackRock

289d • $105,000 - $137,500 • Remote

About The Position

BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. SMA Solutions manages more than $36B in more than 3,600 values-aligned SMAs (separately managed accounts), each customized to meet individual client values profiles. The Values-Aligned Investing team works with the industry's leading wealth managers, investment consultants, private banks, and large broker/dealer teams to serve high-net-worth families, single-family offices, and endowments and foundations. The team works collaboratively with advisors and their clients to help them translate their values, missions, and/or ESG perspectives into unique client values profiles that the portfolio management teams then use to construct equity, fixed income and multi-asset portfolios. The Values-Aligned Investing team is looking to hire a Values-Alignment Associate to help support the team's client-facing strategists and researchers across active ownership, client service, and data and research, to best serve the firm's clients and help grow the business.

Requirements

• BA/BS required; MA/MS a plus
• A minimum of 3 years' work experience
• ESG work experience, or knowledge and understanding of ESG from higher education studies
• Understanding of quantitative investing
• Work experience with HNW families or mission-driven endowments / foundations or their advisors a plus
• Experience in both equities and fixed income a plus

Responsibilities

• Handle tasks related to clients' shareholder advocacy using their Aperio portfolio shares
• Vote proxies, and advise clients on their proxy voting options
• Collaborate with BlackRock's broader Investment Stewardship team to enhance proxy voting choice and shareholder engagement options available to SMA Solutions clients
• Together with client-facing team members, prepare for values-aligned investing meetings with clients, and draft follow-ups, incl. values-aligned memos
• Monitor client requests queue in Salesforce and respond to client questions. Respond to due diligence questionnaires.
• Gather information on client trends, the competitive landscape, and industry developments to help inform the team's priorities
• Conduct data vendor research and due diligence
• Update and maintain the values-aligned data dictionary
• Research values-aligned investment options and enhancements
• Create and maintain marketing collateral on the team's investment strategies and options
• Gather information and conduct research for the team's publications, e.g. flows and themes for monthly and quarterly newsletters
• Assist with webinar planning and coordination with Marketing / Legal & Compliance / Webcast teams
• Draft and write values-aligned investing thought leadership
• Other possible responsibilities to support values-aligned clients and the broader business, e.g. develop dashboards, tools and systems
• Collaborate across teams in SMA Solutions and the broader BlackRock incl. Business Development, Portfolio Management, Operations, Legal & Compliance, Marketing, and Sustainable Investing to best serve the firm's clients

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: Entry Level
• Industry: Funds, Trusts, and Other Financial Vehicles
• Education Level: Bachelor's degree