Investment Performance Analysis, Associate

This role at BlackRock focuses on Investment Performance Analysis, contributing to the firm's purpose of helping clients achieve financial well-being. The Performance Measurement & Attribution team is crucial for generating and interpreting portfolio and benchmark return analytics, enabling informed investment and risk decisions. The associate will be responsible for accurate and timely performance reporting across various fund groups and asset classes, utilizing analytical tools like Aladdin to standardize methodologies and improve content delivery. The position involves partnering with global teams, resolving data residuals, and championing efficiency initiatives.

Must Have

• Partner with global teams for consistent client experience.
• Oversee accurate and timely performance reporting.
• Drive resolution of residuals using the Aladdin platform.
• Deepen expertise in internal analytical systems (Aladdin).
• Mentor and guide junior colleagues.
• Champion efficiency and capacity-building initiatives.
• Strong conceptual and practical understanding of performance and attribution concepts.
• Strong domain knowledge in Multi-Asset, Fixed Income, and Equity instruments.
• 5–8 years of experience in Performance and Attribution within asset management.
• Advanced programming skills in SQL, Python, and Power BI.

Good to Have

• CFA or CIPM designation
• Experience with performance tools and external fund administrators

Perks & Benefits

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

About this role

BlackRock’s purpose is to help more and more people achieve financial well-being! As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. As of Dec 31, 2022, the firm handled approximately $8.5 trillion in assets on behalf of investors worldwide. For additional information on BlackRock, please visit www.blackrock.com/corporate | Twitter: @blackrock | Blog: www.blackrockblog.com | LinkedIn: www.linkedin.com/company/blackrock

Business Unit Overview:

The Performance Measurement & Attribution team is responsible for the outcome and interpretation of portfolio & benchmark return analytics in Blackrock, critical to insights that enable investment and risk teams to make informed decisions. This includes generating and interpreting analytical outcomes, leading product & strategy level support, acting as a centralized source and applying analytical tools and automated solutions that standardize calculators & methodologies, reduce time-to-market and bring consistency across our analytics.

The demand for accurate, timely & informational performance data is central to many of the organizational core objectives, and are core to the analytical and global client service culture of the team. Products covered by the team are the spectrum of Mutual Funds, ETF’s, segregated clients and investment asset classes including Fixed Income, Multi-Asset, Equity and Alternatives.

Background and Development Value:

Do you want to build a foundation in performance, and learn to provide investment and technology solutions with purpose to help our clients meet their goals? As a member of PMA, take part in the story and take ownership as a performance expert. We are responsible for investment performance and attribution analysis globally across Fixed Income, Equity and Multi-Asset strategies. You get to work with multiple business divisions, including the iShares Equity Product suite, Institutional Equity, Beta Strategies, and Fixed Income products. The team focuses on using technology and project management to improve existing processes to optimize content delivery.

Key Responsibilities:

• Partner with teams globally to present a consistent client experience catalyzing a common culture.
• Lead and oversee accurate and timely performance reporting across multiple fund groups, ensuring smooth data flow between systems and teams.
• Drive resolution of residuals using the Aladdin platform and proactively identify improvements in execution.
• Deepen expertise in internal analytical systems (Aladdin) to investigate complex client inquiries and support evolving business needs.
• Mentor and guide junior colleagues, fostering a culture of learning and collaboration. Lead cross-regional transitions and changes to reporting platforms, ensuring seamless execution.
• Champion efficiency and capacity-building initiatives, including automation and standardization efforts, employing BlackRock’s technology platform.

Knowledge/Experience:

• Strong conceptual and practical understanding of performance and attribution concepts
• Strong domain knowledge in Multi-Asset, Fixed Income, and Equity instruments, along with general performance principles.
• 5–8 years of experience in Performance and Attribution within the asset management industry
• Experience in leading reporting platform migrations and handling cross-regional transitions.
• Advanced programming skills in SQL, Python, and Power BI; passion for learning new technologies and deepening Aladdin attribution expertise.

Skills/Qualifications:

• Bachelor’s degree or foreign equivalent; prior experience with business modeling techniques and/or attribution tools (CFA or CIPM designation a plus).
• Ability to work independently and lead initiatives; strong problem-solving skills with high attention to detail.
• Forward-thinking and passionate about outcomes; able to synthesize information, summarize issues, and drive solutions.
• Proven success in mentoring junior colleagues and building team capability.
• Experience with performance tools and external fund administrators a plus

Competencies:

We pride ourselves on our diverse approaches and thinking styles. We want an excellent communicator (verbal and written), who displays strong interpersonal interactions, and can operate in a distributed team environment. Someone with a sharp control/risk mitigation attitude, and positive get-the-job-done demeanor.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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 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.