Blackrock

Vice President, Investment Research

Chicago, IL · Exec

Sponsorship not specifiedDetected 12 days ago

PythonSQLMachine LearningData AnalysisSalesforceCadenceResearchCommunicationCollaborationProblem SolvingMicrosoft OfficeCFA

About the role

SpiderRock Advisors (SRA) is seeking an investment professional to scale institutional client coverage across family offices, pension funds, and endowments by driving measurable improvements in client onboarding throughput, RFP win support, and ongoing service quality. This role is designed for a candidate coming from an investment seat who can translate portfolio construction, performance, and risk into clear client-ready analysis and messaging. Responsibilities span the full client lifecycle, from pre-mandate RFP and due diligence support through implementation and ongoing relationship management, partnering with Sales, Portfolio Management, and Middle/Back Office to deliver against defined service-level targets (e.g., onboarding cycle time, documentation accuracy, timeliness of deliverables, and issue resolution time). The successful candidate will apply strong analytical rigor to produce and explain investment and portfolio analytics (e.g., performance and risk drivers, attribution, exposures, and options strategy outcomes as applicable), track and report status and risk metrics, identify process bottlenecks, and implement controls to reduce errors and escalations. Knowledge of asset management operations is required
SpiderRock Advisors (SRA) is seeking an investment professional to scale institutional client coverage across family offices, pension funds, and endowments by driving measurable improvements in client onboarding throughput, RFP win support, and ongoing service quality.
This role is designed for a candidate coming from an investment seat who can translate portfolio construction, performance, and risk into clear client-ready analysis and messaging.

Responsibilities

Partner with Sales and senior management team on institutional RFPs, DDQs, and consultant inquiries by producing data-driven responses, including portfolio construction, performance, risk, and options strategy analytics
Building, operating and productizing bespoke analytics applications (e.g., Monte Carlo simulations) and managing derivatives strategy back testing.
Own and improve the end-to-end client documentation lifecycle by implementing controls, tracking quality metrics (accuracy, rework, timeliness), and reducing exceptions and escalations
validate inputs in internal systems
and leverage SQL and Python as needed to reconcile data and support implementation
Develop client-ready investment materials for proposals and reviews, including performance and risk attribution, exposure and positioning summaries, and strategy outcome analysis in partnership with Portfolio Management
Manage delivery against service-level timelines by maintaining implementation dashboards, driving ownership and follow-through, and coordinating issue triage, escalation, and root cause resolution
Own the onboarding and ongoing client experience, including coordinating investment review cadence, preparing meeting materials, and responding to portfolio, performance, and risk questions with quantitative support
Maintain disciplined internal communication via structured status reporting, action item tracking, and selective workflow automation using Python, SQL, and applied AI tools where appropriate
Conduct product and account setup research by defining data, trading, reporting, and operational requirements; validate inputs in internal systems; and leverage SQL and Python as needed to reconcile data and support implementation

Requirements

Set and manage stakeholder expectations by building implementation plans, defining dependencies, validating required data and documentation inputs, and communicating progress and risks
3-6 years of experience and knowledge of institutional investor client segment
BA/BS Degree required
SIE, Series 7 and 66, or 63/65 licenses or the ability to obtain within the first 3-6 months of employment required
Experience with Microsoft Office Suite and Adobe Cloud Studio desired
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.

Nice to have

options expertise is preferred.
Knowledge of asset management operations is required
CFA and/or MBA preferred
Technical proficiency preferred, including Python, SQL and relational databases, and applied AI/ML tools for data analysis and workflow automation
Experience with Salesforce a plus

Compensation

For Chicago, IL Only the salary range for this position is USD$140,000.00 - USD$200,000.00.
Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits.

Benefits

Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses.
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.
As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.

Company info

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being.

Equal opportunity

equal opportunity workplace.
If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com.

Visa & Work Authorization

on), 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 applicab

Apply directly at Blackrock →Create a free account for alerts like this View Blackrock immigration profile

This listing is sourced directly from Blackrock's careers page and normalized into a canonical job model.