Analyst, WEA Portfolio Consulting
BlackRock
Mumbai, IndiaPosted 1 month ago
Skill Required
analyticalautomationPower BIsimilar)analyticsbuildingTableauwrittenPythondesignDesign PatternsVBAandAIFulltime
Key highlights
- 2–4 years of relevant experience required.
- Post‑Graduate MBA (Finance) required.
- Flexible Time Off (FTO) offered as a benefit.
- Hybrid work model: minimum 4 days in‑office, 1 day remote.
- Strong retirement plan included in the benefits package.
- CFA/FRM certification is a preferred (nice‑to‑have) qualification.
Role overview
The Wealth Enablement and Analytics (WEA) team sits within BlackRock’s US Wealth Advisory business and partners closely with Portfolio Design Services, Advisor Engagement, the Sales Organization, and Product Pillar teams to support key commercial priorities. WEA also plays a critical role in supporting the Portfolio Consulting and Practice Management businesses, delivering consulting engagements, education, analytics, technology tools, and thought leadership. These capabilities are designed to help wealth management firms and financial advisors build better portfolios for end investors, scale their business models efficiently, and enhance client acquisition and retention.
Responsibilities
- Produce and analyze highly specialized, customized portfolio risk and performance reports (e.g., Model Scaling, Suite Reports) for financial advisors’ portfolios.
- Customize BlackRock Model Portfolios in accordance with client‑approved investment guidelines.
- Analyze and update product performance and industry flow data and prepare relevant market and asset‑class commentary across Equity, Fixed Income, and Alternatives.
- Ensure all deliverables are completed accurately and within established timelines, maintaining the highest standards of quality.
- Support ad‑hoc portfolio, returns, and market data reporting requests as required.
- Develop, maintain, and enhance end‑to‑end process flow documentation for assigned activities.
- Contribute to efficiency and capacity‑building initiatives, including automation and standardization efforts.
- Identify inefficiencies within systems, processes, and procedures, and recommend practical improvements.
- Effectively manage workload to meet deadlines while collaborating with and supporting team members as needed.
Requirements
- Post‑Graduate MBA (Finance) from reputed institute.
- 2–4 years of relevant experience in investment management, asset management, or the broader financial services industry.
- Strong understanding of financial markets, with exposure across asset classes and geographies.
- Solid knowledge of portfolio risk and performance concepts, including standard deviation, Sharpe ratio, tracking error, and related metrics.
- Familiarity with mutual funds, ETFs, and portfolio construction principles.
- Advanced working knowledge of the MS Office suite, particularly Excel, PowerPoint, and Word.
- Ability to remain flexible and responsive to urgent or time‑sensitive requests.
- Strong attention to detail with excellent verbal and written communication skills.
- Tech‑savvy mindset, with a strong interest in leveraging new tools and techniques to enhance reporting workflows.
- Strong written and verbal communication skills, with the ability to collaborate effectively with global counterparts.
- Highly organized and detail‑oriented, with a strong focus on time management and prioritization.
- Demonstrates a strong commitment to data quality and integrity, ensuring accuracy across systems and deliverables.
- Proven ability to multitask, manage concurrent priorities, and meet deadlines with minimal supervision in a team environment.
- Flexible and adaptable, with comfort operating in a fast‑paced, rapidly evolving workflow.
- Strong critical thinking and problem‑solving abilities, with an analytical approach to decision‑making.
- Ability to thrive in a deadline‑driven environment, managing multiple projects simultaneously.
- Collaborative team player with strong analytical skills and attention to detail.
- Willingness to support flexible shift timings to meet global business requirements.
Nice to have
- Working knowledge of Power BI, VBA and Python will be an added advantage.
- CFA / FRM certification will be an added advantage.
- Experience with financial data platforms (e.g., Morningstar or similar) is a strong plus.
- Working knowledge of Power BI, Tableau, VBA, or Python is an added advantage.
- Prior exposure to sales CRM systems and/or risk reporting tools is desirable.
Benefits
- Strong retirement plan.
- Tuition reimbursement.
- Comprehensive healthcare.
- Support for working parents.
- Flexible Time Off (FTO).
- Hybrid work model: at least 4 days in the office per week with 1 day remote flexibility.
Additional details
- Guidance on AI use for candidates: BlackRock encourages thoughtful AI use for learning and preparation but emphasizes evaluating candidates on their own experiences during interviews.
- About BlackRock: Mission to help more people experience financial well‑being, supporting retirement savings, education, home purchases, business creation, and broader economic growth.
- BlackRock is an Equal Opportunity Employer, evaluating applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation, and other protected attributes.
- Hybrid work model may require more office time for certain business groups depending on role responsibilities.
- Candidates are invited to learn more about BlackRock via Careers.BlackRock.com and follow the firm on LinkedIn, Instagram, YouTube, X, and TikTok.