Analyst, WEA Portfolio Consulting

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 dynamic 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 for assigned activities.

• Contribute to efficiency and capacity‑building initiatives, including automation and standardization efforts.

• Identify inefficiencies within systems, processes, and procedures, and recommend practical improvements.

• Effectively manage workload to meet deadlines while collaborating with and supporting team members as needed.

Qualifications:

• Post-Graduate - MBA (Finance) from reputed institute

• Working knowledge of Power BI, VBA and Python will be an added advantage.

• CFA / FRM certification will be an added advantage.

Skills:

• 2–4 years of relevant experience in investment management, asset management, or the broader financial services industry.

• Strong understanding of financial markets, with exposure across asset classes and geographies.

• Solid knowledge of portfolio risk and performance concepts, including standard deviation, Sharpe ratio, tracking error, and related metrics.

• Familiarity with mutual funds, ETFs, and portfolio construction principles.

• Advanced working knowledge of the MS Office suite, particularly Excel, PowerPoint, and Word.

• Experience with financial data platforms (e.g., Morningstar or similar) is a strong plus.

• Working knowledge of Power BI, Tableau, VBA, or Python is an added advantage.

• Ability to remain flexible and responsive to urgent or time‑sensitive requests.

• Strong attention to detail with excellent verbal and written communication skills.

• Tech‑savvy mindset, with a strong interest in leveraging new tools and techniques to enhance reporting workflows.

• Prior exposure to sales CRM systems and/or risk reporting tools is desirable.

Competencies:

• Strong written and verbal communication skills, with the ability to collaborate effectively with global counterparts.

• Highly organized and detail‑oriented, with a strong focus on time management and prioritization.

• Demonstrates a strong commitment to data quality and integrity, ensuring accuracy across systems and deliverables.

• Proven ability to multitask, manage concurrent priorities, and meet deadlines with minimal supervision in a team environment.

• Flexible and adaptable, with comfort operating in a fast‑paced, rapidly evolving workflow.

• Strong critical thinking and problem‑solving abilities, with an analytical approach to decision‑making.

• Ability to thrive in a deadline‑driven environment, managing multiple projects simultaneously.

• Collaborative team player with strong analytical skills and attention to detail.

• Willingness to support flexible shift timings to meet global business requirements.

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.

Guidance on AI use for candidates

At BlackRock, AI has long been part of how we work – enhancing decision-making, improving operations, and helping us deliver better outcomes for clients. We encourage candidates to use AI thoughtfully to learn, prepare, and work more effectively; but during our interview process, we want to focus on getting to know you through your own experiences, thinking, and judgment. To support you, we’ve provided guidance on when and how to use AI during our hiring process so you can approach each step with confidence and showcase your best self.

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.

To learn more about BlackRock, please visit Careers.BlackRock.com. We also encourage you to get to know us on LinkedIn, Instagram, YouTube, X, and TikTok.

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.