Vice President, Client Solutions Group

BlackRock•San Francisco, CA

1d•$150,000 - $200,000•Hybrid

About The Position

The Vice President, Portfolio Consulting role sits within BlackRock’s Client Solutions Group (CSG), part of the Americas Institutional Businesses. CSG partners with sophisticated institutional and wealth clients across the U.S., Canada, and Latin America, drawing on BlackRock’s investment platform, technology including Aladdin, and product suite to support portfolio decisions aligned with clients’ long-term objectives. The role partners with sales teams, senior consultants, and clients to lead the development of portfolio analyses and investment solutions, and serves as a product and investment specialist in client discussions. It combines portfolio construction, risk analysis, and product expertise, with opportunities to contribute scalable thought leadership and client research.

Requirements

At least 5 years of experience in portfolio management, investment research, or investment consulting.
Strong foundation in portfolio construction, asset allocation, and risk modeling, with the ability to translate complex analysis into clear, client-ready insights.
Experience working with institutional client types such as pensions, Taft-Hartley plans, endowments, foundations, healthcare organizations, or wealth clients.
Bachelor’s degree in a quantitative or analytical discipline such as finance, economics, engineering, or mathematics.
Advanced Excel skills.
Solid understanding of financial markets across traditional, multi-asset, and alternative investments.
Ability to work effectively in a fast-paced, client-driven environment and manage multiple deliverables under tight timelines.
Strong problem-solving skills, attention to detail, and intellectual curiosity.
Has, or is willing to obtain, Series 7 and 63 licenses.

Nice To Haves

Progress toward the CFA designation or an advanced degree.
Experience with Aladdin.
Programming or data skills such as VBA, Python, or SQL.

Responsibilities

Develop and deliver custom portfolio analyses and diagnostics, including risk/return, factor and holdings analysis, scenario and stress testing, attribution, and portfolio optimization.
Participate in client meetings and conference calls before and after client projects.
Partner with sales teams and senior consultants to support client discussions, shape investment solutions, and encourage adoption of BlackRock products through a solutions-led approach.
Manage a pipeline of client projects, coordinating scope, timelines, and delivery with sales and CSG partners.
Use Aladdin and internal portfolio construction tools to deliver scalable, high-quality analytics and improve consulting-process efficiency.
Contribute to peer analysis and thought leadership to support client engagement and commercial initiatives.
Share investment, portfolio construction, and product knowledge with sales, marketing, and client teams through presentations, materials, and ad hoc support.
Build partnerships with internal stakeholders, including product strategists, investment teams, and technology partners.