Associate, Portfolio Management - Transition
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Blackrock · San Francisco, CAPrepare for this interview
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About this role Company: BlackRock Institutional Trust Company, N.A. Job Title: Associate, Portfolio Management - Transition Location: 400 Howard St San Francisco, CA 94105 Job Duties: Create, implement and execute multi-asset class portfolio restructurings for institutional investors. Support portfolio construction and positioning during live transition assignments. Develop optimal trading and hedging strategies, with detailed execution plans. Support live transition assignments by instructing market orders to BlackRock's Global Trading team for execution. Partner with traders to oversee execution and exposure management. This includes equities, fixed income, currency and futures/forwards. Research and develop cross-asset investment strategies across all major asset classes including fixed income, foreign exchange, equities, FX and derivatives to meet the needs of global institutional investors. Work with clients to understand their portfolio transition needs and identify the key drivers of risk. Prepare and present pre-trade analysis reports that clearly explain the proposed strategy, including expected transaction costs and risk. Engage with clients throughout the course of a transition to communicate market conditions, transition progress, and portfolio performance. Stay current on emerging trading mechanisms, risk tools, and liquidity sources to continuously evolve transition strategies. Contribute to the development of sophisticated execution plans and performance attribution frameworks. Qualifications: Bachelor's degree or foreign equivalent in Industrial Engineering, Financial Engineering, Finance, or related field and 24 months of experience in job offered or closely related role. Position requires two years of experience in the following: SQL, Excel, Python, VBA and Bloomberg Terminal; Multi- asset allocation strategies; Portfolio Risk Analytics; Quantitative Modeling; Capital Markets; Financial Instruments; Analyzing investment strategies over equity, fixed income, and emerging market equities; Investment performance attribution and the ability to identify key drivers of costs and performance; Fixed income and alternative asset classes, including US, global developed and emerging market equities, FX, US Treasuries, MBS, Credit, CMBS, ABS, CLO, CMO and high yield; Written and Oral communication skills to convey complex concepts into client friendly terms; Asset allocation methodologies across equity and fixed income and strategic allocation shift strategies; Equities, fixed income, currency, and futures and forwards; and Research and development of cross asset investment strategies. To apply, please click "Apply" on this webpage. For San Francisco, CA Only the salary range for this position is USD$131,500.00 - USD$155,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
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