Vice President, Portfolio Design Specialist
Location: Princeton Junction
Posted on: June 23, 2025
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Job Description:
BlackRock is one of the world’s preeminent asset management
firms and a premier provider of global investment management, risk
management and advisory services to institutional, intermediary and
individual investors around the world. BlackRock offers a range of
solutions —from rigorous fundamental and quantitative active
management approaches aimed at maximizing outperformance to highly
efficient indexing strategies designed to gain broad exposure to
the world’s capital markets. Our clients can access our investment
solutions through a variety of product structures, including
individual and institutional separate accounts, mutual funds and
other pooled investment vehicles, and the industry-leading iShares®
ETFs. Location: Chicago, Princeton, Boston, Atlanta or San
Francisco Business Description: BlackRock’s US Wealth Advisory
business manages the firm’s relationships with US retail investors
and financial advisors. Representing a full suite of strategies
from Model Portfolios, iShares ETFs, and mutual funds to
Alternatives, SMAs and sub-advisory relationships, USWAs mandate is
to deliver One BlackRock to retail advisor practices. Role
Description: BlackRock Portfolio Design Specialist is an
Associate/VP eligible role in US Wealth Advisory. The team is
responsible for accelerating sales growth and deepening
relationships with financial advisors. The scope of their role will
include 4 core elements: • Model Customization: help advisors
develop a process for customizing BlackRock’s in-house model
portfolios. • Consult with top advisory teams on improving their
portfolio construction process, helping them create new models,
improve existing models and implement their best investment ideas.
Combine quantitative portfolio analysis with qualitative insights
to impactfully communicate with clients. • Relationship Building:
partner with BlackRock’s Market Leaders to deepen relationships
with the largest and fastest growing financial advisors. •
Tradecraft: Utilize BlackRock’s world-class risk analytics
platform, Aladdin, while providing capital market and portfolio
level insights and concepts to financial advisors in an easy to
understand way. Primary Responsibilities: • Deliver subject matter
expertise on BlackRock Model Portfolios • Implement customized
portfolio solutions in conjunction with the advisor’s investment
goals • Deliver fiduciary and investment insights through portfolio
construction conversations • Embrace data-driven segmentation and
the BlackRock Engagement Model to drive deeper relationships •
Profile our clients in order to learn more about their objectives
and deploy the appropriate resources • Partner with BlackRock’s
Market Leader, Product Strategists, and external partners to
deliver the full breadth and benefits of BlackRock’s investment
solutions • Embrace technology to deliver an exceptional client
experience Qualifications : • BA/BS required. Advanced degree, CFA,
or CAIA designations are a plus, but are not required. • A minimum
of 3 years investment or asset management experience. • Sales
experience within asset management, wealth management, or the
financial industry more broadly is a must. • Passion for markets,
investing, and portfolio construction with a commercial mindset. •
Strong communication skills with the ability to connect and build
relationships with internal partners and external clients. • High
level of self-motivation; ability to work independently with modest
supervision. • Strong organizational skills; ability to multi-task,
prioritize and collaborate vertically/horizontally in a fast-paced
environment. • NASD Series 7 and 66 (or 63 & 65) required
Keywords: , Hamilton , Vice President, Portfolio Design Specialist, Accounting, Auditing , Princeton Junction, New Jersey
