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Portfolio Management Associate
2 months ago
Position Summary:
The Fixed Income team at BlackRock Services has responsibility for managing the company's Index Fixed Income portfolios, including Exchange Traded Funds (ETFs) and mutual funds. The team works closely with many areas of Fixed Income and is responsible for ensuring that Fixed Income portfolios are managed efficiently and in a consistent and risk-controlled manner.
BlackRock Services' Fixed Income business is the leading index investment group in the world. We help investors build better portfolios with the industry's leading suite of index investment tools. We manage over $1.5 trillion in global index fixed income assets across Global Developed and Emerging Markets. Our clients include corporate and public pension plans, central banks, sovereign wealth funds and retail investors.
Your Role and Impact:
You will be a member of the Rates Index Portfolio Management team, managing a suite of Rates ETFs, mutual funds, and separately managed accounts. As portfolio managers, we drive investment decision making and exercise critical judgement across asset and sector allocation, security selection, implementation methods, and trading decisions.
You will actively contribute to the investment outcomes for over $400bn in rates assets, and the development and implementation of new products by providing your insights and expertise on rates products and supporting portfolio management functions across rates space. You will have the best in portfolio management technology and a team of colleagues working with you to achieve BlackRock Services' mission to provide superior investment products to our clients. Portfolio managers are relied upon to collaborate with client facing teams, execution traders, ETF Capital Markets, technology, compliance, and risk management teams to share knowledge to improve the investment ecosystem.
Key Responsibilities:
- Work with senior PMs to manage over $400bn of AUM in rates funds across multiple benchmarks and constraints in a dynamic markets environment.
- Support the construction and management of rates portfolios with daily flows including order raising, compliance resolution, cash management, derivatives life cycle management, and risk hedging.
- Enhance and streamline portfolio management processes across the fixed income platform by employing advanced programming skills to design and implement scalable solutions and algorithms for automating key portfolio construction processes and analyzing complex data sets.
- Utilize Aladdin, vendor technology, and other analytical tools to enhance and scale processes.
- Monitor both market and operational risk at scale and ensure adherence to regulatory compliance.
- Produce daily, periodic, and ad hoc analysis and reporting required by the PM team.
- Contribute to and take ownership of continuous process improvement, strategic projects, and ad hoc analysis related to our platform.
- Systematically identify and assess relative value across the rates universe, implement investment recommendations, and maintain risk oversight processes.
Requirements:
- Positive Attitude and Engineering Mindset: Takes initiative, has a strong curiosity for learning, has a 'can do' attitude, and seeks ways to improve processes and automate repetitive tasks.
- Detail-oriented and Risk-minded: Ensures precision in all tasks and continuously refines processes for optimal efficiency.
- Stress Resilient and Adaptive: Thrives in high-pressure environments, making sound decisions and swiftly adapting to changing situations and new challenges.
- Multitasking Expert: Proficient at prioritizing tasks and managing multiple responsibilities with shifting priorities, all while maintaining high-quality standards.
- Markets and Quantitative Skills: Strong interest in the global macro environment and its impact on financial markets, particularly interest rates, with a strong background in quantitative analysis and model development.
- Excellent Communication: Simplifies advanced concepts for the relevant audience and maintains meticulous attention to detail.
- Team Player: Works effectively with team members and develops relationships with partner groups across BlackRock Services.
Qualifications:
- Education: Minimum BSc in a highly quantitative subject such as Mathematics, Physics, Engineering, or a related field. MSc in Financial Engineering, Financial Mathematics, or a related field preferred.
- Industry Experience: Approximately 1-6 years of relevant experience and a strong desire to learn required. Experience of working as Portfolio Manager, either directly or alongside, is a plus.
- Markets: Understanding of fixed income markets in general and cash rates and derivatives in particular, and the ability to apply insights to portfolio management.
- Programming Proficiency: Advanced knowledge of Python and pandas applied to financial modeling and ability to write scalable production level code. Experience with using APIs, quantlib, git, and unit testing is a plus.
- Quantitative skills: Strong bond math, probability theory, and applied portfolio theory required. Yield curve construction and portfolio optimization skills is a plus.
- Database Proficiency: Skilled at writing efficient SQL queries to interact with databases.
- Excel: Skilled at creating efficient and user-friendly excel worksheets. VBA skills is plus.
- Bloomberg Terminal: Bloomberg proficiency including extracting data both programmatically and through excel is a plus.
- Aladdin: Experience with Aladdin tools and datasets is a plus.
