blackrock
Associate, Portfolio Manager
At a Glance
- Location
- San Francisco, California, United States
- Employment
- Full time
- Posted
- 2026-03-16
Key Requirements
Required Skills
Domain Knowledge
- Accounting
- Finance
- Healthcare
Requirements
· Excellent analytical, problem-solving and computer competencies, with an emphasis on quantitative analysis
· Strong Excel skills, including mastery of VLOOKUP, pivot tables, etc.
· Acute attention to detail and proofing
· Demonstrated initiative, a broad perspective, creativity, and good quantitative intuition
· Sound verbal and written communication skills
· Proven ability to manage multiple tasks and projects
Responsibilities
We are looking for a personable Portfolio Manager (PM) to join our Portfolio Management team. The PM will be responsible for portfolio construction and rebalancing as well as investment strategy analysis. Our portfolio managers work with leading-edge portfolio risk and optimization technologies. Ideal candidates must have excellent problem-solving capabilities, a high degree of attention to detail, and strong organizational skills. The position requires solid verbal and written communication aptitude and the ability to work directly with clients on complicated tax- and risk-modeling problems. The PM must be able to manage and prioritize multiple tasks in a time-sensitive environment, be able to take initiative, and be comfortable taking on responsibility.
· Use quantitative risk models and optimization programs to analyze and manage direct indexing equity portfolios
· Rebalance portfolios according to various client tax preferences and investment mandates
· Work directly with clients on complicated tax- and risk-modeling problems.
· Collaborate with other portfolio managers to analyze and implement investment strategies
Team
BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations.
About the Company
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
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@blackrock