Vice President, Client Solutions Group

BlackRock•San Francisco, CA

2d•Hybrid

About The Position

The Vice President, Portfolio Consulting serves as a partner to sales teams, senior consultants, and clients by leading the development of portfolio analyses and investment solutions, and by acting as a product and investment specialist in client discussions. The role combines portfolio construction, risk analysis, and product expertise, with opportunities to contribute to scalable thought leadership and client research. The Client Solutions Group (CSG) partners with institutional and wealth clients across the U.S., Canada, and Latin America to deliver portfolio analysis, investment solutions, and industry thought leadership. It draws on BlackRock’s global investment platform, technology including Aladdin, and product suite to support clients’ long-term portfolio decisions.

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, 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 thrive in a fast-paced, client-driven environment and manage multiple deliverables under tight timelines.
Strong problem-solving skills, attention to detail, and intellectual curiosity.
Possess or be willing to obtain Series 7 and 63 licenses.

Nice To Haves

CFA progress 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 analysis, factor and holdings analysis, scenario and stress testing, attribution, and portfolio optimization.
Participate in client meetings and conference calls in preparation for and completion of 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 in support of 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 strong partnerships with internal stakeholders, including product strategists, investment teams, and technology partners.