Portfolio Manager, Associate

BlackRock

. Use quantitative risk models and optimization programs to analyze and manage direct indexing equity portfolios .

Posted 9/15/2026full-timeSausalito • California • United StatesJuniorMid-Level💰 $116,000 - $155,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in quantitative risk modeling and portfolio management, with strong analytical skills and proficiency in Excel, Python, SQL, and VBA. Capable of effectively communicating with clients and collaborating with teams to implement investment strategies while ensuring compliance with regulatory requirements.

Highest-signal resume keywords

Quantitative Risk ModelingPortfolio ManagementExcel MasteryClient CommunicationSecurities Market Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Quantitative AnalysisPortfolio OperationsMulti-Factor Risk ModelsModern Portfolio TheoryPerformance ReconciliationPythonSQLVBAVLOOKUPPivot Tables

Soft Skills

Analytical SkillsProblem-SolvingAttention to DetailOrganizational SkillsTime Management

Certifications & Qualifications

Bachelor's Degree

Industry Keywords

High-Net-Worth EnvironmentClient-Facing FunctionsInvestment StrategiesCustodial RelationshipsCompliance

Tech Stack

Tools & technologies

PythonSQLVBA

About the role

Key responsibilities & impact

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
Work in partnership with internal Operations teams to facilitate the opening and ongoing management of accounts
Communicate effectively with clients to provide updates and address inquiries or concerns
Maintain compliance with all regulatory requirements and company policies
Develop a broad understanding of BlackRock’s SMA product offerings

Requirements

What you’ll need

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
Strong organizational and time management skills
Bachelor's degree from a 4-year college/university
Three plus years of relevant finance work experience required
Knowledge of securities markets, products, behavior
Understanding of modern portfolio theory and its application
Experience with portfolio operations, including custodial relationships, portfolio accounting, performance, and reconciliation
Familiarity with multi-factor risk models
Prior work experience in a high-net-worth environment
Background in client-facing functions
Experience with Python, SQL, and VBA is preferred
Ability to work collaboratively in a team environment

Benefits

Comp & perks

Annual discretionary bonus
Healthcare benefits
Leave benefits
Retirement benefits
Strong retirement plan
Tuition reimbursement
Comprehensive healthcare
Support for working parents
Flexible Time Off (FTO)
Hybrid work model with flexibility to work from home 1 day a week
Networks, benefits and development opportunities
Reasonable accommodations or job modifications for individuals with disabilities