Back
Tier-1 brand, mid-level generalist role in metro location increases applicant competition.
Requires investment management and portfolio analytics expertise, limiting transferability across industries.
Explicit 2–4 years requirement, finance domain expertise, and preferred certifications increase filtering.
Login to See Your Match Score
Create a free account or log in to unlock your CV match score across:
Deliver customized portfolio risk and performance reports for US financial advisors, including analysis aligned to client objectives.
Customize BlackRock Model Portfolios per client investment guidelines and update product performance data with market commentary.
Drive process documentation, efficiency improvements, and support ad-hoc reporting while managing workload to meet deadlines.
2–4 years of experience in investment management, asset management, or financial services.
Post-Graduate degree (MBA in Finance) from a reputed institute.
Working knowledge of MS Office suite, especially Excel; familiarity with financial data platforms (e.g., Morningstar) is a plus.
Work Experience Required: 2–4 years as specified in the JD. Notice Period: Not explicitly mentioned in the JD.
Experienced in portfolio risk and performance concepts across multiple asset classes including equity, fixed income, and alternatives.
Skilled in delivering detailed, accurate analytics and reporting under tight deadlines in a fast-paced environment.
Technically adept with interest or skills in Power BI, VBA, Python, and a strong focus on automation and process improvements to enhance workflows.