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BlackRock · 2 months ago

Associate, Custom Models Solution Business (CMS) Client Portfolio Manager, Multi-Asset Strategies & Solutions (MASS)

San Francisco, CA

Full-time

Hybrid

Entry, Mid Level

2+ years exp

BlackRock is a leading investment management firm dedicated to helping clients achieve financial well-being. The CMS Client Portfolio Manager will play a crucial role in designing custom model portfolios for wealth management clients and supporting client relationships to drive business growth.

Asset ManagementCrowdfundingFinancial ServicesFinTechReal Estate Investment

Responsibilities

In close partnership with USWA Market Teams, deliver the CMS value proposition to clients – position resources, capabilities, and services to increase demand

Support existing client relationships and participate in driving new client engagements by delivering BlackRock’s best thinking on an ongoing basis via conference call updates and in-person meetings as needed

Integrate CMS clients with the BlackRock technology stack to deliver client reporting and marketing support

Build strong relationships with sales, distribution partners and advisory clients to deliver commercial results aligned with business objectives

Design custom model portfolios for specific wealth management clients that marry the client’s customization requests with BlackRock’s investment view, as defined by the Model Portfolio Solutions team

Build custom portfolios using our standard model product menu as the chasse

Define and maintain portfolio substitution and optimization rules using Blackrock’s portfolio construction tools

Work closely with model portfolio managements teams, bringing to bear their systematic investment and market insights

Support critical initiatives to scale the CMS business and its integration across MASS and other parts of the firm, including but not limited to client-facing market leaders, Models Infrastructure, MASS Core PM, and Aladdin Wealth Tech

Think creatively about ways to improve the CMS operating model and deliver on automation and scale-oriented projects to support the business’s growth objectives and risk mitigation

Support all aspects of the day-to-day operating procedures in partnership with Core PM and Models Infrastructure to support business needs

Represent the investment strategy team in projects with partners in sales, marketing, communications, product strategy and other teams

Qualification

Investment experiencePortfolio constructionClient relationship managementCFA certificationAnalytical skillsEntrepreneurial spiritOrganizational skillsTeam collaborationAttention to detail