Associate, Investment Policy & Process Associate
About The Position
About this role Team Overview 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 role We are seeking an enthusiastic team member to join our Investment Policy & Process team. This team plays a critical role in driving scale across the SMA Solutions investment ecosystem, continually enhancing investment processes. The ideal candidate will help expand the use of automated and quantitative techniques with a focus on Direct Indexing and Tax‑Aware Long‑Short strategies. This role operates in a fast‑paced environment and will make meaningful contributions toward improving the productivity, scalability, and solution set of the SMA Solutions business.
Requirements
- At least 3 years of experience in portfolio management, financial engineering and/or data engineering.
- Strong quantitative and analytical capabilities, with experience in backtesting, sample testing, and statistical analysis.
- Proficiency with data analysis tools such as Python, R, SQL, or equivalent quantitative platforms.
- Understanding of investment frameworks, portfolio construction concepts, and tax‑aware or rules‑based investment strategies.
- Strong organizational skills and the ability to manage multiple workstreams simultaneously.
- Ability to interpret complex data, diagnose issues, and propose scalable solutions.
- Undergraduate degree is required, and an advanced degree (Masters) is a plus.
- Ability to work and deliver under minimal direction/independently.
- Ability to work efficiently and multi-task in a fast-paced and collaborative environment.
- Strong attention to detail.
- Strong interpersonal skills (both written and verbal) to work with, train, and support users of platform tools and processes.
- Proven problem-solving skills and ability to troubleshoot software issues.
Nice To Haves
- Understanding of SMA structures, direct indexing workflows, or technology‑enabled investment solutions.
- Experience using AI tools.
- Familiarity with workflow automation, platform testing, and validation of investment tools or functionality.
- Work experience with financial markets preferred.
Responsibilities
- Serve as a key contributor in designing and implementing scalable processes for the current investment framework and emerging investment solutions.
- Develop and enhance investment policies by conducting quantitative analyses, including backtesting and large‑scale sample testing.
- Partner with portfolio managers to understand investment methodologies, workflows, and decision processes.
- Identify opportunities to improve efficiency and strengthen workflow management across the investment lifecycle.
- Collaborate with SMA Solutions technology teams to support the rollout of new functionality; test and validate enhancements across platforms as required.
- Work cross‑functionally to solve complex issues and deliver high‑quality solutions.
- Produce and maintain clear, accurate documentation for solutions, tools, and services.
- Provide ongoing subject‑matter expertise and support for deployed solutions and services.
Benefits
- employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits.
- strong retirement plan
- tuition reimbursement
- comprehensive healthcare
- support for working parents
- Flexible Time Off (FTO)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
