Associate, Investment Product Strategy - Wealth

About this role

Job Title: Wealth Portfolio Insights Analyst/Associate

Location: San Francisco, CA or New York, NY

BlackRock’s Portfolio Insights for Wealth team translates the best of BlackRock’s market insights into portfolio implications for wealth advisors. We help advisors build better portfolios, delivering commercial teachings on the market and portfolio concepts important to advisors and the end investors that they serve.

We strive to drive commercial outcomes with actionable market views and portfolio insights designed for wealth. The Portfolio Insights for Wealth team partners closely with investment strategy, portfolio management, sales, and marketing teams across the business to drive differentiated insights at scale.

We are seeking a highly organized and detail-oriented individual to join our Portfolio Insights for Wealth team. The ideal candidate will play a crucial role in publishing timely market and portfolio content, ensuring accuracy and relevance. This position offers an excellent opportunity for someone interested in markets, with experience working with wealth advisors, and looking to grow into a Portfolio Strategist role.

Key Responsibilities:

• Manage content publication process: Ensure timely and accurate publication of market outlook decks, implementation guides, and blog posts. This includes quality control, incorporating feedback, and working with web publishing teams.
• Manage content: Ensure that all team content is readily available and up-to-date for sales teams and other stakeholders.
• Market and portfolio analysis: Pull and visualize market data for use in decks and blogs.
• Gather feedback from U.S. wealth business to understand their needs and provide actionable insights.
• Drive end investor content, translating market and portfolio insights into stories that advisors can share with their clients.

Qualifications:

• Bachelor's degree in Finance, Economics, or a related field.
• Excellent organizational and detail-oriented skills.
• Ability to manage multiple projects and meet deadlines.
• Strong analytical and data visualization skills.
• An understanding of ETFs, mutual funds and other investment vehicles
• Excellent written and verbal communication skills.
• Experience working with wealth advisors.
• Strong interest in financial markets and portfolio construction.

For San Francisco, CA and New York, NY Only the salary range for this position is USD$105,000.00 - USD$137,500.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, 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.

Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Our hybrid work model

BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.

About BlackRock

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being.  Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC’s Know Your Rights poster and its supplement and the pay transparency statement.

BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email [email protected]. All requests are treated in line with our privacy policy.

We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person’s appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.