03 Aug
|
BlackRock
|
Mumbai
About this role
The Wealth Enablement and Analytics (WEA) team sits within BlackRock’s US Wealth Advisory business and partners closely with Portfolio Design Services, Advisor Engagement, the Sales Organization, and Product Pillar teams to support key commercial priorities.
WEA also plays a critical role in supporting the Portfolio Consulting and Practice Management businesses, delivering consulting engagements, education, analytics, technology tools, and thought leadership. These capabilities are designed to help wealth management firms and financial advisors build better portfolios for end investors, scale their business models efficiently, and enhance client acquisition and retention.
Job Purpose:
This position sits within a energetic and fast‑growing team responsible for driving Analysis, Scale, and Reporting capabilities.
The role requires an energetic professional to work closely with the US‑based US Wealth Advisory – Wealth Enablement and Analytics (WEA) team, delivering customized risk and analytical reporting solutions for US Financial Advisors.
The individual will build strong partnerships with US stakeholders to produce comprehensive portfolio reports featuring in‑depth risk and performance analysis aligned to client objectives.
Key Responsibilities:
- Produce and analyze highly specialized, customized portfolio risk and performance reports (e.g., Model Scaling, Suite Reports) for financial advisors’ portfolios.
- Customize BlackRock Model Portfolios in accordance with client‑approved investment guidelines.
- Analyze and update product performance and industry flow data and prepare relevant market and asset‑class commentary across Equity, Fixed Income, and Alternatives.
- Ensure all deliverables are completed accurately and within established timelines, maintaining the highest standards of quality.
- Support ad‑hoc portfolio, returns, and market data reporting requests as required.
- Develop, maintain, and enhance end‑to‑end process flow documentation f
📌 Analyst, WEA Portfolio Consulting (Mumbai)
🏢 BlackRock
📍 Mumbai