Talent.com
Multi Asset Portfolio Management, Portfolio Management Group, Associate

Multi Asset Portfolio Management, Portfolio Management Group, Associate

ConfidentialGurgaon / Gurugram, India
9 days ago
Job description

About This Role

Team Overview :

The Americas Foundation, Endowment, Healthcare and Family Office (FOFEH) team within the MASS business constructs and manages active asset allocation strategies and Outsourced Chief Investment Officer (OCIO) solutions using Blackrock and third-party managers across public and private markets. In OCIO, we serve as an extension of the client's staff, partnering on asset allocation, manager selection, tactical investments, and private market portfolio construction and allocations, among other services. We seek to help our clients achieve their missions through better investment performance, scale, and efficiency, packaged inside of a deep partnership. OCIO is a focus area for growth and is a key firm priority.

Role Description, Responsibilities & Qualifications

This role offers a unique blend of client-facing engagement and multi-asset portfolio management. The Team is looking for a motivated individual to play a key role owning and supporting many phases of our investment process – both for existing clients and to help win new clients. This individual will contribute to research and analysis, create engaging investment content, present analyses to our clients, and find ways to improve efficiency and timeliness of deliverables, This is a great opportunity for someone with deep investment interest, a resourceful problem solver, strong communication and quantitative skills. The role is on a dynamic and entrepreneurial team, offers exposure to multi-asset investing (including alternatives), and involves working closely with team members, institutional account managers, and end clients.

Responsibilities

  • Be accountable for, own, and support the creation and delivery of customized investment solutions to current and prospective OCIO clients, including work on strategic asset allocations, portfolio construction, manager blending, and private markets allocations for clients and prospects.
  • Develop an in-depth knowledge of the full suite of solutions offered by BlackRock and third-party managers across public and private markets.
  • Engage with internal teams throughout BlackRock to address investment and reporting challenges.
  • Lead projects (client and research) and sections of client meetings as well as partner with more senior and more junior team members on the planning and execution of client materials.
  • Play a prominent role in RFPs and pitch materials to contribute to business growth.
  • Contribute to product design as well as the improvement of existing product offerings and servicing.
  • Understand and contextualize the broader themes, trends, and competitive landscape for U.S. endowment, foundation, family office, and healthcare systems and the broader OCIO market.
  • Build and maintain positive relationships with clients, the FOFEH team, and key partner teams.
  • Work with our New York, San Francisco, and Gurgaon based team members to grow and scale the business and optimally service clients.

Qualifications

  • Familiarity with asset classes and institutional investment strategies across equity, fixed income and alternatives (including private markets) alongside an understanding of multi-asset asset allocation, portfolio construction, risk and performance measurement.
  • A keen interest and curiosity in markets, economics, current affairs, and global mega trends.
  • Excellent written and verbal communication skills; able to connect with different audiences (internally and externally), adapt style of communication, and articulate sophisticated concepts simply.
  • Strong problem-solving and analytical skills; comfortable building and working on quantitative analyses as well as understanding and working through new client and investment challenges.
  • Organized, able to manage multiple projects, and diligent, with the ability to take initiative, prioritize effectively, multi-task efficiently and adapt to new situations in a fast-paced environment.
  • Self-motivated individual with a proactive attitude, strong work ethic, and professional demeanor.
  • Great teammate who takes a collaborative and cooperative approach but can also work independently.
  • Tools : Expertise in modelling using Excel. Proficient in PowerPoint for developing customized client materials. Experience with visualization and dashboarding tools like tableau / PowerBI and / or experience in coding languages (Python, VBA, etc.) would be a plus.
  • 3-5 years of asset management experience involving client-facing communication, risk analysis, portfolio construction, performance analysis and / or investment research.
  • Degree or equivalent higher-level qualification and proven record of academic achievement. Achievement of CFA / CAIA / FRM or equivalent qualifications preferred.
  • 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 Employer. We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.

    Skills Required

    Powerbi, Vba, Powerpoint, Tableau, Excel, Python

    Create a job alert for this search

    Portfolio Management • Gurgaon / Gurugram, India

    Related jobs
    • Promoted
    Aurum Equity Partners - Associate - Investment Banking

    Aurum Equity Partners - Associate - Investment Banking

    Aurum Equity Partners LLPGurgaon, India
    The Associate role at Aurum Equity Partners LLP is for candidates with prior experience of minimum 2 years in Investment Banking / Private Equity (IB / P...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    PMS Dealer

    PMS Dealer

    equentisfaridabad, haryana, in
    The Assistant Manager for PMS (Portfolio Management Services) Dealer will support the management and.PMS department, ensuring the delivery of high-quality investment services to clients.Allocate cl...Show moreLast updated: 14 hours ago
    • Promoted
    Portfolio Advisor

    Portfolio Advisor

    MetaMorphDelhi, Republic Of India, IN
    Senior Wealth Managers | Locations – Mumbai, Delhi, Kolkata, Bangalore, Hyderabad, Chennai, Pune.We’re expanding our Wealth Management team and looking for seasoned. Private Bankers / Senior Wealth ...Show moreLast updated: 16 days ago
    • Promoted
    Associate : Portfolio Development

    Associate : Portfolio Development

    ConfidentialGurgaon / Gurugram, India
    Job Title Associate - Portfolio Development.Vertical Assessment - Design & Development.Business Unit - Assessments Solution. Tech (Mechanical, Production, Manufacturing, etc.Work Experience0 - 1 yea...Show moreLast updated: 9 days ago
    • Promoted
    Fund Manager

    Fund Manager

    Deven ChokseyDelhi, India
    About the Job We are seeking a seasoned.Alternate Asset Management (AIF / PMS).The ideal candidate will bring a strong track record in. Key Responsibilities Design, execute, and monitor.Engage with ...Show moreLast updated: 5 days ago
    • Promoted
    Torfac - Director - Portfolio & Wealth Management

    Torfac - Director - Portfolio & Wealth Management

    Torfac Canada IncGurgaon, India
    Description : About Company Torfac signifies growth for every individual part of our team.We are a global organization with a vision of providing ...Show moreLast updated: 26 days ago
    • Promoted
    • New!
    Apply in 3 Minutes : Portfolio Manager

    Apply in 3 Minutes : Portfolio Manager

    KeasisNoida, Uttar Pradesh, India
    DESIGNATION : Portfolio Manager LOCATION : Noida EXPERIENCE : 2-12 Years KEY RESPONSIBILITIES : •Motivating the team to achieve organizational goals. Developing and implementing a timeline to achiev...Show moreLast updated: 2 hours ago
    • Promoted
    Equity Fund Management

    Equity Fund Management

    ConfidentialGurgaon / Gurugram, India
    Lead strategic equity fundraising for high-profile clients, manage complex transactions across global markets, and drive investor engagement with deep market insight and execution leadership.Market...Show moreLast updated: 9 days ago
    • Promoted
    Associate Director - Investments Management

    Associate Director - Investments Management

    Marsh McLennanDelhi, India
    We are seeking a talented individual to join our Global Data Team at Mercer.He / she will be an experienced investment data professional with specialist knowledge of investment and accounting books o...Show moreLast updated: 5 days ago
    • Promoted
    Senior Associate- Portfolio Monitoring

    Senior Associate- Portfolio Monitoring

    ConfidentialGurugram, Gurgaon / Gurugram, India
    The individual will play a key role in supporting its Private Equity and fund of funds client.The professional will be closely working as an extended team member for the client and will assist them...Show moreLast updated: 9 days ago
    • Promoted
    Portfolio Monitoring - Private Equity

    Portfolio Monitoring - Private Equity

    ConfidentialGurugram, Gurgaon / Gurugram, India
    The individual will play a key role in supporting the Portfolio Monitoring and Valuations team of a Private Equity client around financial analysis, benchmarking, and valuations.The professional wi...Show moreLast updated: 9 days ago
    • Promoted
    Associate Director & Portfolio Strategist

    Associate Director & Portfolio Strategist

    Standard Chartered BankNew Delhi, Delhi, India
    This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly....Show moreLast updated: 14 days ago
    • Promoted
    Investments & Portfolio Manager

    Investments & Portfolio Manager

    Recur ClubGurugram, India
    About Recur Club : Recur Club is an AI-native debt marketplace revolutionizing how SMEs and startups access growth and working capital. We use real-time business data a...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Pms Dealer

    Pms Dealer

    equentisFaridabad, Republic Of India, IN
    The Assistant Manager for PMS (Portfolio Management Services) Dealer will support the management and.PMS department, ensuring the delivery of high-quality investment services to clients.Allocate cl...Show moreLast updated: 12 hours ago
    • Promoted
    Portfolio Manager

    Portfolio Manager

    Fincart Financial PlannersNoida, Uttar Pradesh, India
    Eligibility norms to register as a Portfolio Manager with SEBI : .The applicant is a body corporate.The applicant should have necessary infrastructure like office space, equipment and manpower.The ap...Show moreLast updated: 30+ days ago
    • Promoted
    Portfolio Manager

    Portfolio Manager

    KeasisNoida, Uttar Pradesh, India
    DESIGNATION : Portfolio Manager.Motivating the team to achieve organizational goals.Developing and implementing a timeline to achieve targets. Delegating tasks to team members.Empowering team members...Show moreLast updated: 2 days ago
    • Promoted
    Portfolio Manager

    Portfolio Manager

    EquirusDelhi, India
    Qualification : MBA (Finance), CA, CFA, or equivalent professional qualifications.Experience : 6–8 years of experience in equity research / advisory with exposure to HNI / UHNI client management.Prior le...Show moreLast updated: 27 days ago
    • Promoted
    Business Transformation Associate - Asset Management & FinTech

    Business Transformation Associate - Asset Management & FinTech

    MainStreamTek CorporationDelhi, India
    Job Title : Business Transformation Associate - Buy-Side Asset Management & FinTech.Mainstreamtek is hiring a Business Transformation Associate to drive digital change across our FinTech and Asset M...Show moreLast updated: 30+ days ago