Portfolio Consulting, Analyst

About this role

Overview:

This role is a part of dynamic and rapidly evolving team responsible for three major functions – Analysis, Scale, and Reporting.

Seeking an energetic professional to work with US-based US Wealth Advisory – Wealth Enablement and Analytics (WEA), producing customized risk and other detailed reports for clients (US Financial Advisors). Will also be responsible for building partnership with US counterparts – manufacture comprehensive reports consisting of detailed risk and performance analytics on the client’s portfolio.

Key Responsibilities:

• Produce and analyze highly specialized and customized portfolio risk reports like Model Scaling, Suite Report, etc with detailed risk and performance analysis for financial advisors’ portfolios.

• Customization of BlackRock Model Portfolios based on guidelines agreed with the clients.

• Understand and update Product Performance, Industry flow details and post necessary commentaries for asset classes like Equity, Fixed Income, Alternatives, etc.

• Ensure that all the requirements are completed on a timely basis with the highest level of accuracy.

• Fulfill ad-hoc tasks related to portfolio, returns and market data reporting.

• Develop and maintain up-to-date process flow documents for all tasks related to assigned processes.

• Support and complete various efficiency and capacity-building initiatives, including automation/ standardization efforts.

• Evaluate systems, processes, and procedures for inefficiencies, and make recommendations for improvement.

• Manage workload to successfully meet set deadlines and assist other team members when required.

Qualifications:

• Post-Graduate – MBA (Finance) from reputed institute.

• Working knowledge of Power BI / Tableau, VBA and Python will be an added advantage.

• CFA / FRM certification will be an added advantage.

Skills:

• 2 to 4 years of relevant experience in investment management/asset management or financial industry.

• Knowledge of financial markets, with familiarity across all asset classes and geographies

• Knowledge of portfolio risk concepts like Standard Deviation, Sharpe ratio, Tracking Error, etc.

• Knowledge of mutual fund, ETF business and portfolio construction.

• Strong familiarity with ESG (Economic Social Governance), Carbon footprint and Sustainable investing.

• Strong familiarity with MS Office suite (Word, Excel, PowerPoint).

• Strong familiarity with financial data platforms like Morningstar, etc a strong plus.

• Working knowledge of Power BI / Tableau, VBA, Python, will be an added advantage.

• Flexible and able to respond quickly to urgent requests.

• Excellent attitude, attention to detail, and verbal/written communication skills.

• Tech-savvy and eager to harness new techniques to improve reporting workflows.

• Experience with sales CRM systems, risk reporting tools also desirable.

Competencies:

• Strong spoken and written communication skills, particularly with global counterparts

• Highly organized and detail oriented with a focus on time management.

• Values the importance of quality data and strives to maintain its integrity in the system.

• Proven ability to multitask, manage concurrent efforts, and work to deadlines with minimal supervision in a team environment.

• Flexible and comfortable with change, and prepared for a fast-paced, rapidly evolving workflow.

• Strong critical reasoning and problem-solving capabilities.

• Ability to thrive in a deadline-oriented atmosphere, and comfortable completing multiple projects simultaneously.

• Team player with attention to detail, problem solving abilities, and analytical skills.

• Flexibility of shift timings.

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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.