Associate, Portfolio Management

6 months ago

London, United Kingdom BlackRock Full time

Description

About this role

Transition Management - Portfolio Manager

The Transition Management team helps clients to restructure their investment portfolios. The business delivers both project and risk management to our clients to reduce costs and risks when undergoing large changes to their portfolio allocations.

BlackRock’s Transition Management team manages more than 300 transitions a year from offices in London, Budapest, New York, San Francisco, Tokyo, Singapore and Hong Kong. This global team, consisting of over 60 professionals, offers one of the industry's most comprehensive transition management platforms.

We partner with clients by understanding their objectives, creating custom solutions, and implementing trading strategies to achieve their goals. Our clients include central banks, sovereign wealth funds, public and corporate pension plans, asset managers and other institutional investors.

The Role

The diversity of transactions, breadth of asset classes and access to a large pool of intellectual capital translates into a position where no two days are the same. The role will involve managing portfolio restructurings for institutional clients and working within a multi-asset class environment across a range of financial instruments.

Attention to detail, interpersonal skills and technical knowledge are at the core of the skills required to be a successful member of the team.

Key responsibilities
- Leading the team’s communication and presentations with clients, from the initial pitch to the post-transition debrief
- Collaborating closely with clients to gain a comprehensive understanding of their investment portfolios and the desired changes across asset classes, regions, and/or strategies
- Conducting in-depth analysis of the portfolio changes to evaluate the shifts in exposure and required trading. This includes estimating all aspects of risk and cost, and devising bespoke complex trading strategies to mitigate them
- Coordinating the execution of the agreed strategy with the internal global trading desks, ensuring it performs as expected and making live market adjustments as necessary
- Overseeing the client’s portfolio during its restructuring, including managing exposures, hedges, foreign exchange, trading activity, and corporate actions
- Building strong relationships across the organisation by being at the heart of investment change - this includes working with trading desks, investment teams, sales channels, and the operational platform
- Establishing strong relationships with the equity, fixed income and FX trading desks

Skills and competencies required
- 1-4 years of experience at an asset manager or investment bank, ideally in an investment or technical role such as portfolio management, portfolio construction, risk management, technology or trading
- An interest in capital markets and portfolio management
- Motivated to drive projects forward
- Ability to multi-task and prioritise tasks in a demanding and fast-paced environment
- High level of proficiency in Excel, programming languages (e.g. VBA & Python) a plus
- Good communicator. European language skills a strong plus
- Reliable and trusted teammate with strong integrity and ethics
- Emotional ownership, high energy, curious, diligent and attention to details are critical to succeed
- Self-motivated, confident and proactive problem solver with a positive “can-do” attitude

Our benefits

To help you stay energized, engaged and inspired, we offer a wide range of employee benefits including: retirement investment and tools designed to help you in building a sound financial future; access to education reimbursement; comprehensive resources to support your physical health and emotional well-being; family support programs; 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 infrastruct

  • Portfolio Development Associate

    2 weeks ago

    London, Greater London, United Kingdom Brookfield Asset Management Full time

    Brookfield Asset Management is a leading global alternative asset manager with over $600 billion in assets under management. As a Portfolio Development Associate at Brookfield, you will have the opportunity to work on a wide range of projects and initiatives that drive growth and value creation for our clients.The estimated salary for this role is $80,000 -...

  • Portfolio Management Associate

    1 week ago

    London, Greater London, United Kingdom Mayford James Full time

    About UsMayford James is a leading provider of investment services.We are committed to delivering high-quality results to our clients, and we are seeking a highly skilled Portfolio Management Associate to join our team.The successful candidate will have a minimum of 5+ years of experience in portfolio management, with a proven track record of delivering...

  • Portfolio Management Associate

    1 week ago

    London, Greater London, United Kingdom Mason Blake Full time

    At Mason Blake, we are seeking a highly skilled Portfolio Management Associate to join our team as a Fund Manager's Assistant. This role sits within the front office, working closely with Portfolio Managers across equities, fixed income, multi-asset, and institutional/segregated portfolios.Key Responsibilities:Monitor cash positions, cash flows, and cash...

  • Portfolio Associate

    6 months ago

    London, United Kingdom Trace Full time

    **Portfolio Associate role, London, Hybrid, up to £70k** A Family office, investing in private equity funds are looking to welcome a Portfolio Associate into their team. This is a newly curated role due to growth and is the perfect role for someone who has been in a similar position. **Your Role** - Supporting the team with portfolio monitoring, looking...

  • Portfolio Implementation Associate

    8 months ago

    London, United Kingdom Mason Blake Full time

    Our client, a leading asset manager is looking to recruit a **Portfolio Implementation Associate** into the Portfolio Management team. The role is involved implementation of investment ideas across a wide range of multi-asset portfolios. **Responsibilities**: - Manage portfolio order generation, cash and FX and transitions across equity and fixed income...

  • Portfolio Associate

    6 months ago

    London, United Kingdom PIMCO Full time

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the...

  • Associate Portfolio Manager

    6 days ago

    London,, UK, United Kingdom Eaton Recruitment Full time

    Eaton Recruitment is excited to partner with a leading independent infrastructure platform with 20 years of experience managing core and core plus infrastructure assets. Our client has achieved impressive growth, managing over €3.9bn AUM across 12 countries. Due to an exceptional 2024, our client is looking to expand their team in London with an Associate...

  • Associate Portfolio Manager

    6 days ago

    London, United Kingdom Eaton Recruitment Full time

    Eaton Recruitment is excited to partner with a leading independent infrastructure platform with 20 years of experience managing core and core plus infrastructure assets. Our client has achieved impressive growth, managing over €3.9bn AUM across 12 countries. Due to an exceptional 2024, our client is looking to expand their team in London with an Associate...

  • Portfolio Analysis Associate

    6 months ago

    London, United Kingdom AWD Recruitment Limited Full time

    Lloyd’s is the world’s leading insurance and reinsurance marketplace. We share the collective intelligence and risk sharing expertise of the market’s brightest minds, working together for a braver world. Our role is to inspire courage, so tomorrow’s progress isn’t limited by today’s risks. **Our shared values**: we are brave; we are stronger...

  • Associate, Portfolio Strategy

    6 months ago

    London, United Kingdom Pantheon Ventures Careers Full time

    Pantheon is a leading global private markets specialist currently investing on behalf of more than 1,000 investors, including public and private pension plans, insurance companies, endowments, foundations and private wealth clients. Founded in 1982, Pantheon has an established reputation across private market asset classes, covering all stages and...

  • Associate Portfolio Manager Program

    6 months ago

    London, United Kingdom Caxton Associates Full time

    Company Overview: Caxton Associates, founded in 1983, is a global trading and investment firm with offices in London, New York, New Jersey, Monaco and Singapore. Caxton Associates’ primary business is to manage client and proprietary capital through global macro hedge fund strategies. Assets are managed via a broad mandate to trade in a variety of global...

  • Portfolio Management Associate

    2 months ago

    London, United Kingdom Executive Integrity Full time

    Position: Portfolio Investment AssociateLocation: London, UK Who are we recruiting for?Our client is an outstanding IPP that develops, constructs, and operates renewable infrastructure projects globally. They hold a robust portfolio of Solar, Wind, and BESS projects in the UK, Italy, Spain, and Germany, backed by solid financial support.What will you be...

  • Portfolio Manager Associate

    3 weeks ago

    London, Greater London, United Kingdom LegalAndGeneral Full time

    Job SummaryWe are seeking an experienced Portfolio Manager Associate to join our team at Legal & General Asset Management. As a key member of our investment team, you will be responsible for managing private market assets and delivering exceptional client outcomes.Salary: £60,000 - £80,000 per annumKey ResponsibilitiesManage private market assets,...

  • Investment Portfolio Associate

    7 months ago

    London, United Kingdom USS Full time

    **Investment Portfolio Associate** *** **Business Area: ISA - Investment Strategy & Advice** *** **Place of Work: London** *** **Contract Type: Permanent** *** **When you join USS, the size and scale of our pension scheme means you will have numerous opportunities to learn and develop your career. Given our size you'll have real autonomy and...

  • Portfolio Associate

    6 months ago

    London, United Kingdom PIMCO Full time

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the...

  • Associate Portfolio Manager Program

    6 months ago

    London, United Kingdom Caxton Associates Full time

    Company Overview:Caxton Associates, founded in 1983, is a global trading and investment firm with offices in London, New York, Monaco and Singapore. Caxton Associates’ primary business is to manage client and proprietary capital through global macro hedge fund strategies. Assets are managed via a broad mandate to trade in a variety of global markets and...

  • Portfolio Monitoring Senior Associate

    6 months ago

    London, United Kingdom Barings Full time

    At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. We...

  • Senior Payroll Manager Role for Portfolio Payroll

    3 weeks ago

    London, Greater London, United Kingdom Portfolio Payroll Full time

    We are a well-established accountancy practice based in Chester, seeking an experienced Payroll Manager to join our established team. This is a fantastic opportunity for stability and potential long-term progression.This role is ideal for Payroll specialists looking to step up into a management position. The successful candidate will be responsible for...

  • Portfolio Manager Associate

    2 weeks ago

    London, Greater London, United Kingdom ENGINEERINGUK Full time

    About the RoleWe are seeking a highly skilled Portfolio Manager Associate to join our team in London. As a key member of our Investment Stewardship team, you will specialize in corporate governance, environmental, and social issues that impact company financial performance.Responsibilities include:Demonstrating expertise in analysis of company financial...

  • European Asset Manager

    4 weeks ago

    London, Greater London, United Kingdom Ares Management Corporation Full time

    About the RoleThe Associate will be responsible for formulating and executing asset management strategies on a growing Pan European portfolio across different asset classes.Specific responsibilities include:Delivering asset level business and repositioning plans across European jurisdictions and asset classes.Oversight of third-party operating partners,...