Vice President, Portfolio Management - Multi-Asset

About this role

Vice President, Portfolio Management - Multi-Asset - Citi Portfolio Solutions Powered by BlackRock (CxB)

Citi Portfolio Solutions Powered by BlackRock (CxB) combines the strategic advisory of a leading global bank with the investment management and technology strengths of one of the world’s preeminent asset managers. As investor appetite grows for custom built, whole portfolio solutions, BlackRock continues to invest in our global investment platform to stay at the forefront of clients’ evolving needs.

CxB is seeking a Vice-President Portfolio Manager to help deliver customized Separately Managed Accounts at institutional standards through customized, Multi-Asset solutions.

Principal Responsibilities

• Oversee multi-asset portfolios across a range of client types and structures, including model portfolios and bespoke discretionary mandates.
• Support the existing CxB portfolio management team as the platform continues to scale, while collaborating across other CxB business lines, including taxable and municipal fixed income and equity portfolio managers.
• Contribute to the integration of the CxB platform into BlackRock by aligning portfolio management practices, processes, and investment standards with firmwide frameworks
• Execute daily portfolio management activities, including rebalancing, cash management, trade implementation, and monitoring portfolio exposures, risk, and performance.
• Maintain accurate portfolio data and analytics to support internal reporting, portfolio reviews, and investment decisions.
• Partner with investment strategy, research, and CIO teams to implement asset allocation views and portfolio construction frameworks.
• Monitor portfolios for adherence to investment guidelines, risk parameters, and regulatory requirements.
• Support portfolio transitions, client inflows/outflows, and mandate changes with disciplined execution and operational precision.
• Perform portfolio reviews and deliver investment analysis and commentary for internal stakeholders and clients.
• Collaborate with trading, operations, and risk teams to ensure efficient implementation and smooth lifecycle management of portfolios.
• Contribute to continuous improvement initiatives across portfolio management processes, analytics, and tooling to enhance scale, consistency, and governance.
• Participate in investment research discussions related to asset allocation, portfolio construction, and risk management.
• Respond to ad hoc portfolio analysis requests from senior investment leaders and distribution partners.

Preferred Skills & Qualifications:

• Minimum Bachelor’s degree (U.S. or equivalent)
• 4 – 6 years of relevant experience
• Separately Managed Account / Retail Asset Management / Models experience preferred
• FINRA Series 7 and 66 licenses required, or must be obtained within 120 days of hire
• Investment credibility through previous product or portfolio management experience in at least one asset class
• Familiar with tax management practices, including tax loss harvesting, to support portfolio transitions and year-end planning
• Strong written and verbal communication skills, with the ability to convey complex investment concepts clearly and effectively
• Proven experience engaging directly with end-clients
• Strong analytical capabilities combined with sound technical and investment judgment
• Knowledge and appreciation for processes around operational nuances as well as portfolio management metrics
• Strong work ethic, a team player and a commercial perspective
• Strong technical capabilities, including advanced proficiency in Microsoft Excel and PowerPoint, as well as experience with Python, portfolio optimization, and financial statement analysis; familiarity with industry data platforms such as FactSet, Bloomberg, and Morningstar is expected, with additional preference for experience using BlackRock proprietary tools like Aladdin

For New York, NY Only the salary range for this position is USD$155,000.00 - USD$210,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, 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.

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.