Associate Transition Strategist, Transition Client Solutions
BlackRock
**About this role**
**Role Title: Transition Strategist, Transition Client Solutions**
Location:
San Francisco or New York
BlackRock is a world-class provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors. BlackRock offers a range of solutions — from meticulous fundamental and quantitative active management approaches aimed at increasing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world’s capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares® ETFs.
BlackRock’s Transition Management team helps institutional clients restructure their investment portfolios, acting as a bridge between their existing and desired allocations.
A transition can be anything from a manager change to a full-scale plan merger. We deliver a modern approach to project management, portfolio risk management and trade execution to help clients reduce costs and minimize risk during periods of significant portfolio turnover. We deliver the best of BlackRock’s expertise in risk management, trading and technology directly to clients.
Our team runs more than 200 transitions a year from offices in London, New York, San Francisco, Tokyo, Hong Kong and Singapore with a focus on large multi-asset portfolio restructures. We have over 50 transition professionals globally and offer one of the industry's most comprehensive transition management platforms. Our clients include public pension plans, corporate retirement plans, central banks, sovereign wealth funds, and other institutional investors.
**Role and Responsibilities:**
**Overview:** We are seeking a skilled Transition Strategist to join our Americas Transition Management Team, based in San Francisco and New York. As a Transition Strategist, you will play a key role in implementing transitions for clients across the Americas, sharing responsibilities with the Transition Project Manager and Portfolio Manager. This role requires a strategic, hands-on approach to business development, project structuring, and the seamless delivery of client transition projects. You will be accountable for ensuring a high standard of client care, from planning through execution, with a direct line of responsibility to the client.
Client Strategy
+ Lead client engagement efforts in the Americas to generate new and repeat business through proactive relationship management.
+ Develop and deepen client relationships, establishing strategic engagement plans that align with commercial objectives.
+ Manage and own client pitches, tracking opportunities and ensuring all stakeholders remain informed.
+ Represent BlackRock in client meetings and pitches, delivering presentations and engaging in consultative and educational discussions across equity, fixed income and multi-asset restructures. Articulate platform and capabilities, trade strategy, portfolio risk, and cost.
+ Collaborate across BlackRock’s client-facing teams to ensure a cohesive and solutions-oriented client experience.
+ Respond to RFPs and other client inquiries, promoting our transition capabilities and strategic initiatives.
+ Stay current with advanced trading mechanisms, risk management tools, delta one instruments, and liquidity options to continuously enhance our offerings.
+ In collaboration with the transition portfolio manager, provide analytical and qualitative input into trade strategy design.
Project Management
+ Plan, coordinate, and oversee all aspects of transition projects for clients across the Americas.
+ Engage with internal and external stakeholders to ensure efficient project delivery.
+ Identify, assess, and mitigate potential risks and costs throughout the transition process.
+ Build and monitor operating plans, ensuring detailed oversight of exposure, execution, and operations.
+ Foster strong relationships with all parties involved, maintaining transparent communication throughout each transition project.
+ Regularly update clients on market conditions and project progress.
**Skills and Qualifications:**
+ **_Experience_** : 5+ years in capital markets, with a background in portfolio management, trading, transition management, and / or implementation/exposure management within institutional finance or related fields.
+ **_Expertise_** : Solid understanding of capital markets, financial instruments, portfolio hedging and optimization, index/beta replication, and multi-asset strategies.
+ **_Analytical Skills_** : Extensive knowledge of transaction costs, portfolio risk analytics, and trade strategy design.
+ **_Client-Focused_** : Exceptional interpersonal skills with a track record of collaborative teamwork and a mentoring mindset.
+ **_Adaptability_** : Proven ability to manage multiple priorities, consistently delivering high-quality work in fast-paced environments.
+ **_Communication_** : Excellent communication skills, capable of distilling complex information for diverse audiences.
+ **_Project Management_** : Demonstrated experience leading and executing large projects with precision.
+ **_Technical Proficiency_** : Advanced Excel skills, with a strong affinity for technology and process innovation.
+ **_Personal Qualities_** : High energy, curiosity, problem-solving mindset, with attention to detail and a strategic, entrepreneurial approach to workflow optimization.
For San Francisco, CA and New York, NY Only the salary range for this position is USD$105,000.00 - USD$137,500.00 . 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 (http://careers.blackrock.com/) | Twitter: @blackrock (https://twitter.com/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 (https://www.dol.gov/sites/dolgov/files/OFCCP/regs/compliance/posters/pdf/22-088\_EEOC\_KnowYourRights.pdf)** **and the** **pay transparency statement (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)** **.**
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 Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (http://www.blackrock.com/corporate/compliance/privacy-policy#recruitment-privacy-notice) .
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.
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