Vice President, Portfolio Management - Multi-Asset

BlackRock•New York, NY

1d•$155,000 - $210,000•Hybrid

About The Position

Citi Portfolio Solutions Powered by BlackRock (CxB) combines the strategic advisory of a leading global bank with the investment management and technology strengths of one of the world’s preeminent asset managers. As investor appetite grows for custom built, whole portfolio solutions, BlackRock continues to invest in our global investment platform to stay at the forefront of clients’ evolving needs. CxB is seeking a Vice-President Portfolio Manager to help deliver customized Separately Managed Accounts at institutional standards through customized, Multi-Asset solutions.

Requirements

Minimum Bachelor’s degree (U.S. or equivalent)
4 – 6 years of relevant experience
FINRA Series 7 and 66 licenses required, or must be obtained within 120 days of hire
Investment credibility through previous product or portfolio management experience in at least one asset class
Strong written and verbal communication skills, with the ability to convey complex investment concepts clearly and effectively
Proven experience engaging directly with end-clients
Strong analytical capabilities combined with sound technical and investment judgment
Knowledge and appreciation for processes around operational nuances as well as portfolio management metrics
Strong work ethic, a team player and a commercial perspective
Strong technical capabilities, including advanced proficiency in Microsoft Excel and PowerPoint, as well as experience with Python, portfolio optimization, and financial statement analysis; familiarity with industry data platforms such as FactSet, Bloomberg, and Morningstar is expected, with additional preference for experience using BlackRock proprietary tools like Aladdin

Nice To Haves

Separately Managed Account / Retail Asset Management / Models experience preferred
Familiar with tax management practices, including tax loss harvesting, to support portfolio transitions and year-end planning

Responsibilities

Oversee multi-asset portfolios across a range of client types and structures, including model portfolios and bespoke discretionary mandates.
Support the existing CxB portfolio management team as the platform continues to scale, while collaborating across other CxB business lines, including taxable and municipal fixed income and equity portfolio managers.
Contribute to the integration of the CxB platform into BlackRock by aligning portfolio management practices, processes, and investment standards with firmwide frameworks
Execute daily portfolio management activities, including rebalancing, cash management, trade implementation, and monitoring portfolio exposures, risk, and performance.
Maintain accurate portfolio data and analytics to support internal reporting, portfolio reviews, and investment decisions.
Partner with investment strategy, research, and CIO teams to implement asset allocation views and portfolio construction frameworks.
Monitor portfolios for adherence to investment guidelines, risk parameters, and regulatory requirements.
Support portfolio transitions, client inflows/outflows, and mandate changes with disciplined execution and operational precision.
Perform portfolio reviews and deliver investment analysis and commentary for internal stakeholders and clients.
Collaborate with trading, operations, and risk teams to ensure efficient implementation and smooth lifecycle management of portfolios.
Contribute to continuous improvement initiatives across portfolio management processes, analytics, and tooling to enhance scale, consistency, and governance.
Participate in investment research discussions related to asset allocation, portfolio construction, and risk management.
Respond to ad hoc portfolio analysis requests from senior investment leaders and distribution partners.