VP/Director, Quantitative Researcher – SMA Solutions, Quantitative Investment Solutions (QIS)

About this role

Team Overview

BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all our clients, from wealth advisors to family offices to endowments and foundations.

About this Role

We are seeking a highly motivated and experienced VP/Director to join the Quantitative Investment Solutions (QIS) team, a specialized unit within Aperio Portfolio Management, operating under BlackRock’s SMA Solutions business. QIS is responsible for driving strategic product innovation, developing tax-managed investment strategies, and advancing quantitative research. The team spearheads the creation of cutting-edge tax-advantaged solutions, encompasses direct indexing, active long/short, option overlays, factor tilts, concentration management and more. QIS also plays a pivotal role in client engagement and internal business development collaboration, supporting product activation and commercial growth.

The VP/Director will contribute to the end-to-end design, development, and implementation of quantitative tax-managed investment strategies, support product and business development in scaling commercialization, and engage with clients to communicate insights and drive adoption. This role requires advanced quantitative expertise and deep experience in systematic portfolio management and research, with a proven history in designing and managing equity long/short or active strategies. The ideal candidate will demonstrate the ability to solve complex problems related to optimization, tax-managed portfolio construction, and risk modeling. The role also requires effective communication in verbal and written form, deep engagement with clients, and the ability to work in a collaborative environment. The title and compensation will be commensurate with experience.

Key Responsibilities

• Contribute to research, development, implementation, and expansion of after-tax investment strategies including tax-managed long/short, systematic active and/or factor-based strategies, option overlay, tax-efficient concentrated stock diversification, and after-tax multi-asset solutions.
• Drive strategy performance diagnostics, calibration, and portfolio management research.
• Collaborate cross-functionally to support the commercial success of strategic investment products.
• Engage with clients and contribute to the composition of research white papers, presentations, and other client materials.
• Lead and independently execute large-scale quantitative research initiatives.

 

Qualifications

• Bachelor’s degree in quantitative fields such as Mathematics, Statistics, Computer Science, Engineering, or Economics. Master’s degree or higher is a plus.
•  5+ years of experience in quantitative portfolio management and research, with a focus on equity long/short, systematic active strategies or factor tilting.
• Deep understanding in portfolio construction, risk modelling, portfolio analytics, and optimization.
• Familiarity with option-based strategies, fixed income, or multi-asset optimizations is a plus.
• Strong written and verbal communication skills and expertise in client engagement.
• Substantial programming experience in Python and excellent Excel skills. Demonstrated experience working with large datasets and conducting empirical research. 

For San Francisco, CA and Sausalito, CA Only the salary range for this position is USD$215,000.00 - USD$275,000.00 . 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 [email protected]. All requests are treated in line with our privacy policy.

We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person’s appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.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.