About this role

Team Overview

BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations.

About this Role

SMA Solutions manages more than $36B in more than 3,600 values-aligned SMAs (separately managed accounts), each customized to meet individual client values profiles. The Values-Aligned Investing team works with the industry’s leading wealth managers, investment consultants, private banks, and large broker/dealer teams to serve high-net-worth families, single-family offices, and endowments and foundations. The team works collaboratively with advisors and their clients to help them translate their values, missions, and/or ESG perspectives into unique client values profiles that the portfolio management teams then use to construct equity, fixed income and multi-asset portfolios.

The Values-Aligned Investing team is looking to hire a Values-Alignment Associate to help support the team’s client-facing strategists and researchers across active ownership, client service, and data and research, to best serve the firm’s clients and help grow the business.

Responsibilities:

• Active ownership:

o Handle tasks related to clients’ shareholder advocacy using their Aperio portfolio shares

o Vote proxies, and advise clients on their proxy voting options

o Collaborate with BlackRock’s broader Investment Stewardship team to enhance proxy voting choice and shareholder engagement options available to SMA Solutions clients

• Client service:

o Together with client-facing team members, prepare for values-aligned investing meetings with clients, and draft follow-ups, incl. values-aligned memos

o Monitor client requests queue in Salesforce and respond to client questions. Respond to due diligence questionnaires.

o Gather information on client trends, the competitive landscape, and industry developments to help inform the team’s priorities

• Data and research:

o Conduct data vendor research and due diligence

o Update and maintain the values-aligned data dictionary

o Research values-aligned investment options and enhancements

• Team collateral and marketing:

o Create and maintain marketing collateral on the team’s investment strategies and options

o Gather information and conduct research for the team’s publications, e.g. flows and themes for monthly and quarterly newsletters

o Assist with webinar planning and coordination with Marketing / Legal & Compliance / Webcast teams

o Draft and write values-aligned investing thought leadership

• Other:

o Other possible responsibilities to support values-aligned clients and the broader business, e.g. develop dashboards, tools and systems

o Collaborate across teams in SMA Solutions and the broader BlackRock incl. Business Development, Portfolio Management, Operations, Legal & Compliance, Marketing, and Sustainable Investing to best serve the firm’s clients

Requirements:

• BA/BS required; MA/MS a plus

• A minimum of 3 years’ work experience

• ESG work experience, or knowledge and understanding of ESG from higher education studies

• Understanding of quantitative investing

• Work experience with HNW families or mission-driven endowments / foundations or their advisors a plus

• Experience in both equities and fixed income a plus

For SAU - 3 Harbor Dr, Suite 204, Sausalito, CA Only the salary range for this position is USD$105,000.00 - USD$137,500.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.

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 workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC’s Know Your Rights poster and its supplement and the pay transparency statement.

BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy.

We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person’s appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.