Product Strategist, Portfolio Management Group, Associate
BlackrockAbout this role
Team Overview
Fundamental Equities
Fundamental Equities sits within BlackRock’s Portfolio Management Group (PMG), which encompasses Fundamental and Systematic investing across Fixed Income, Equities and Multi-Asset Strategies. The Fundamental Equities business is a key division at BlackRock with over $228bn of assets under management, across 70+ strategies and over 240+ investment professionals. The Fundamental Equity teams (FE) use traditional analytics to pick stocks and assemble coherent, deliberate and diversified portfolios. Through cutting edge technology, sophisticated models and embedded research, our investment management approach provides superior performance for our clients and is an important part of the BlackRock brand.
About Product Strategy
Product Strategists are serving as a link between portfolio managers and our clients globally. We work closely with portfolio managers and use our deep understanding of products and markets to make the investment process more relatable to our clients.
We are extending our Core Product Strategy team in Gurgaon. The Core Product Strategy Team serves as the innovation hub of the team’s production of timely and effective marketing materials, product presentations and response to client inquiries for strategies run on these teams. In addition to servicing existing clients, core product strategists have an opportunity to help support campaigns that drive new AUM for the team, defend existing business with clients, and ultimately achieve commercial objectives for Fundamental Equities.
Role Profile
Key Responsibilities:
Develop in-depth knowledge of equity funds and the team’s investment process
Drive the production of standard client collateral such as presentations, factsheets, and commentaries
Assist Portfolio Managers and senior Product Strategists by delivering bespoke materials, performance and competitor analytics
Take ownership of internal and external reporting by collating and analysing performance attribution, exposure, AUM and flows data
Build and maintain database reports (e.g. Morningstar, eVestment, FactSet)
Support commercial priorities by responding to client and prospect inquiries on the team’s strategies. Collaborate on standard RFI production, DDQs and other client questionnaire completion
Keep abreast of regulatory and other structural trends and ensure that both new and existing products comply with regulatory requirements
Maintain and enhance reports and dashboards (Morningstar, eVestment, FactSet, Power BI) for management and performance tracking.
Assist on innovation projects focused on efficiency gains and generating further insights
You should have:
3-6 years’ experience in financial services, preferably with focus on equity markets
Excellent communication skills across both verbal and written mediums. Fluency in written and spoken English is essential
Strong data management and manipulation skills; Experience with Python or R programming language is a plus
Familiarity with Microsoft Power Platform (Power Automate, Power BI) and SharePoint
Advanced proficiency in MS Office applications, particularly Word, PowerPoint and Excel and ability to develop familiarity and skills using proprietary technology. Tableau and PowerBI is a plus
Strong attention to detail, a sense of urgency around deadlines and an ability to multitask
Proactive, problem-solving attitude supported by the ability to effectively combine outputs from different sources of technology/systems
Keen interest in global financial markets; be up to date on macro events and market trends
A desire to pursue CFA, FRM and/or CAIA is welcome
Your Learning & Development will include:
Participating in market updates about the positioning of our products
Learning about our clients and their investment strategies
Assisting investors in achieving their investment goals by utilizing BlackRock’s technology
Collaborating across multiple business functions to learn about the product life cycle
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.
About BlackRock
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 | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock
BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.