Associate, Investment Policy & Process Associate

BlackRock is seeking an Associate, Investment Policy & Process Associate to join the SMA Solutions team. The ideal candidate will help expand the use of automated and quantitative techniques with a focus on Direct Indexing and Tax-Aware Long-Short strategies. The role involves designing and implementing scalable processes, developing investment policies, and collaborating with portfolio managers.

Requirements

• At least 3 years of experience in portfolio management, financial engineering and/or data engineering.
• Strong quantitative and analytical capabilities, with experience in backtesting, sample testing, and statistical analysis.
• Proficiency with data analysis tools such as Python, R, SQL, or equivalent quantitative platforms.
• Understanding of investment frameworks, portfolio construction concepts, and tax-aware or rules-based investment strategies.
• Strong organizational skills and the ability to manage multiple workstreams simultaneously.
• Ability to interpret complex data, diagnose issues, and propose scalable solutions.
• Undergraduate degree is required, and an advanced degree (Masters) is a plus.
• Ability to work and deliver under minimal direction/independently.
• Ability to work efficiently and multi-task in a fast-paced and collaborative environment.
• Strong attention to detail. Strong interpersonal skills (both written and verbal) to work with, train, and support users of platform tools and processes.
• Proven problem-solving skills and ability to troubleshoot software issues.

Benefits

• Strong retirement plan
• Tuition reimbursement
• Comprehensive healthcare
• Support for working parents
• Flexible Time Off (FTO)