VP, Product Manager - Portfolio Management
Location: Sausalito
Posted on: June 23, 2025
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Job Description:
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 of our clients, from wealth advisors to
family offices to endowments and foundations. About this Role We
are looking for a Portfolio Management Product Manager within our
Direct Indexing Equity team. This role will lead business
initiatives to scale processes and systems, improve efficiencies
and reduce errors, focused on the Portfolio Management group. The
candidate will bring a deep understanding of end-to-end investment
management processes to drive our portfolio management systems
forward. The ideal candidate will be a structured thinker, one who
possesses technical awareness and can support a fast-growing
business. A strong team player is critical, as they will work
creatively and collaboratively with colleagues across a wide range
of departments. They will bring excellent technical skills, an
intellectual curiosity, and a “get the job done” mentality. Key
Responsibilities: • Lead strategic initiatives by collaborating
closely with stakeholders and end-users, driving innovation,
customization, and efficiency within Direct Index Equity portfolio
management. • Project Management • Act as the central point of
contact between business users and development teams for both new
and existing portfolio management systems. • Ability to synthesize
requirements that balance objectives with resource constraints,
deadlines and the demands of a live trading environment. • Own the
project governance including communication of status and management
for associated projects. • Drive adoption of new features and
changes to the portfolio management system by working closely with
end users, engineers and testers. • Business Analysis • Document
current state processes, perform gap analysis, and guide future
state process design to enable scalable growth. • With a focus on
user experience and workflow, capture business requirements and
translate and prioritize them into system requirements for
developers and testers. • Provide support to business users by
investigating time sensitive issues with an ability to triage and
prioritize conflicting demands. Requirements : • 5-8 years of
direct relevant experience supporting and driving change with
portfolio management teams. • Bachelor’s degree in finance,
economics, computer science, engineering or a comparable field, or
equivalent professional experience demonstrating similar
competencies. • Experience working in equity SMAs. • Experience
working with systems developers on custom software, preferably in
an agile environment. • Strong organizational navigation skills
with the ability to build and maintain relationships across all
levels. • Demonstrated project management prowess with a track
record of delivering results and the ability to present complex
ideas effectively. • Proven ability to work autonomously as well as
collaboratively within a dynamic team setting. • Self-motivated
with the capacity to navigate ambiguity and take initiative in
uncertain situations. • A relentless focus on precision and
accuracy in all aspects of work. • Experience with databases and
writing SQL queries.
Keywords: , Lodi , VP, Product Manager - Portfolio Management, IT / Software / Systems , Sausalito, California
