Vice President/Director – Investment Strategist
| Company | BlackRock |
|---|---|
| Location | Boston, MA, USA, Philadelphia, PA, USA, Princeton, NJ, USA, New York, NY, USA |
| Salary | $155000 – $210000 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior |
Requirements
- 5+ years of relevant work experience
- Excellent analytical/problem solving and computer skills with an emphasis on practice over theory
- Working knowledge of modern portfolio theory and its application
- Experience/familiarity with equity risk models (Barra preferred) and portfolio optimization
- Experience with performance calculations, limitations, and applications
- Strong Excel skills
- Acute attention to detail and proofing
- Strong communication skills, including writing, discussing, presenting, and listening
- Strong organizational skills
- Strong client service ethos and skills
- Comfortable working and collaborating in a dynamic, small group environment that demands flexibility and a DIY attitude
Responsibilities
- Support our clients with modeling involving the construction and management of equity portfolios using quantitative techniques (optimization)
- Explain complex information during client and prospect meetings in an easy-to-understand manner
- Partner with our clients to understand their goals and construct often-complex analyses that help them understand the tradeoffs among competing investment objectives
- Serve as subject matter expert on investment content used internally and externally
- Collaborate with the team and others at Aperio to create and deliver information on various investment topics that strengthens internal knowledge and enables our client-facing team to more thoughtfully and efficiently support clients and prospects
- Create client-friendly versions of research materials
Preferred Qualifications
- Exposure to factor-based investing and Values Aligned Investing is a plus
- Client-facing experience is a plus