Associate or Analyst, Product Strategist, Fundamental Equities

About this role

Fundamental Equities 
 

Fundamental Equities sits within BlackRock’s Portfolio Management Group (PMG), which encompasses Fundamental and Systematic investing across Fixed Income, Equities and Multi-Asset Strategies. The Fundamental Equities business is a key division at BlackRock with over $228bn of assets under management, across 17 investment teams and over 220+ investment professionals. The Fundamental Equity teams (FE) use traditional analytics to pick stocks and assemble coherent, deliberate and diversified portfolios. Through cutting edge technology, sophisticated models and embedded research, our investment management approach provides superior performance for our clients and is an important part of the BlackRock brand. 

About Product Strategy 

Product Strategists are serving as a link between portfolio managers and our clients globally. We work closely with portfolio managers and use our deep understanding of products and markets to make the investment process more relatable to our clients. 

We are expanding our Core Product Strategy team in Budapest serving as the innovation hub of the team’s production of timely and effective marketing materials, product presentations and response to client inquiries for strategies run on these teams. In addition to servicing existing clients, core product strategists have an opportunity to help support campaigns that drive new AUM for the team, defend existing business with clients, and ultimately achieve commercial objectives for Fundamental Equities. 

Role Profile 

Key Responsibilities: 

• Develop in-depth knowledge of equity markets, products and investment processes 

• Drive the production of standard client collateral such as presentations, factsheets, and commentaries 

• Assist Portfolio Managers and senior Product Strategists by delivering bespoke materials, performance and competitor analytics 

• Take ownership of internal and external reporting by collating and analysing performance attribution, exposure, AUM and flows data 

• Build and maintain database reports (e.g. Morningstar, eVestment, FactSet) 

• Support commercial priorities by responding to client and prospect inquiries on the team’s strategies. Collaborate on standard RFI production, DDQs and other client questionnaire completion 

• Keep abreast of regulatory and other structural trends and ensure that both new and existing products comply with regulatory requirements 

• Assist on innovation projects focused on efficiency gains and generating further insights 
   

You should have: 

• 1+ years’ experience for Analyst; 3+ years for Associate in financial services, preferably with focus on equity markets 

• Excellent communication skills across both verbal and written mediums. Fluency in written and spoken English is essential 

• Strong data management and manipulation skills; Experience with Python or R programming language is a plus 

• Advanced proficiency in MS Office applications, particularly Word, PowerPoint, Excel and Co-Pilot, and ability to develop familiarity and skills using proprietary technolog