Director, Aperio ESG/SRI Investment Strategist Director, Aperio ESG/SRI Investment Strategist …

in New York, NY
Permanent, Full time
Be the first to apply
in New York, NY
Permanent, Full time
Be the first to apply
Director, Aperio ESG/SRI Investment Strategist

About this role

About Aperio

At Aperio (part of BlackRock), our strategies are designed to put our clients' and their clients' interests at the center of our investment advice; to minimize costs and taxes; and to incorporate each client's unique environmental, social, and governance (ESG) preferences. We are a purposefully growing quantitative/index-tracking investment management business specializing in managing customized equity portfolios tax efficiently.

At Aperio, we work hard and move quickly as a well-coordinated, collaborative team whose exceptional people are focused on providing extraordinary client service. If you are looking for an opportunity to grow and contribute in a fun, industry-disruptive, fast-paced environment, Aperio is the place for you.

About This Role

Aperio manages approximately $15 billion in about 2,000 values-aligned SMAs (separately managed accounts), each customized to meet individual client social profiles. Aperio works with the industry's leading wealth managers, investment consultants, private banks, and large broker/dealer teams to serve high-net-worth families, single-family offices, and endowments and foundations.

Aperio's SRI/ESG team works collaboratively with advisors and their clients to help the clients translate their values, missions, and/or ESG perspectives into unique social profiles that our portfolio management team then uses to construct quantitative, index-tracking equity portfolios. The SRI/ESG team has developed a deep understanding of ESG data, the ESG industry, thematic issues, and values-oriented clients. The SRI/ESG team partners with our portfolio management and tax economics teams to ensure that the social profile is implemented with the appropriate balance regarding risk, taxes, and other investment parameters that are important to the client. Through this collaboration, Aperio strives to build the optimal strategy for each client, reflecting the appropriate trade-offs among their values, portfolio risk, and taxes. We work with clients on opposite sides of issues and approach all values sets with the same respect and rigor. We are agnostic to particular values and to whether ESG drives alpha-we leave the decision on what matters and why to our clients. Our focus is on the best, most thoughtful reflection of our client's values and mission.

Values-alignment options have always been integrated into the fabric of Aperio-another tool in our customization toolbox enabling us to respond thoughtfully and deeply to evolving client needs. Our team is called upon to provide expertise for portfolio management, research, and business development behind the scenes and directly with clients. The SRI/ESG team manages ESG data relationships; reviews and develops expertise in ESG data sets, proxy voting, and shareholder engagement; develops new customization options for general and mandate-specific uses; and develops materials, research, and resources for internal and external use.

Our ideal candidate must be intellectually curious and interested in SRI/ESG investors and investing, in addition to being a thoughtful, clear, and engaging communicator. The right person will be excited to work with the team to help investors, including endowments and foundations, align their investment portfolios with their missions and values.

This role requires moderate travel.

Interested candidates must provide a cover letter and résumé.

Key Responsibilities

  • Partner with Aperio's advisor clients to help them provide thoughtful, bespoke solutions for their clients who are seeking to align their investment portfolios with their values and missions.

  • Partner with other SRI/ESG team members, including the Director of ESG/SRI, the Director of ESG/SRI Research, ESG/SRI Investment Strategists, and other team members to expand Aperio's understanding of SRI/ESG and the values-alignment solutions available to our clients.

  • ESG Data Resource: Provide expertise on ESG data to internal teams and to our clients. This function may include researching and sourcing new data sets needed to respond to specific client needs, and working closely with the Director of ESG/SRI Research and the portfolio management team on managing ESG data sets. Work with clients to help them align their values with the available data.

  • SRI/ESG Issue Resource: Provide expertise on issue areas of interest to our clients. This responsibility may include researching issue areas, determining if/how Aperio can address them in an Aperio portfolio, and communicating to internal and external audiences.

  • Resources, Research, and Materials: Collaborate with the ESG team and others at Aperio to create and deliver information on various ESG topics that strengthens internal ESG knowledge and enables our client-facing team to more thoughtfully and efficiently support clients and prospects.

  • Provide analytic support related to SRI/ESG for client consulting projects.

  • Simplify complex information in a thoughtful, respectful manner for different levels of client sophistication.

  • Listen, learn, and share: Attend industry conferences and client gatherings to learn and stay current on trends and issues that directly and indirectly impact our clients and their clients. Stay current on the evolutions and revolutions within ESG in the wealth and asset management industries that do and will affect Aperio and our clients.


  • BA/BS required.

  • Seven-plus years of work experience.

  • Three-plus years of relevant and substantive SRI/ESG experience.

  • Substantial experience with ESG data.

  • Ability to be agnostic/values neutral on ESG issues with clients who hold a variety of opinions. Candidate must be respectful to a wide range of world views and value sets.

  • Strong verbal communication skills; as comfortable in one-on-one conversations as you are in front of large groups.

  • Creative problem solver able to relate sometimes disparate concepts in a meaningful way.

  • Established client service ethos and skills.

  • Patient and interested listener; ability to engage with people.

  • Comfortable working and collaborating in a dynamic environment where many of the tasks fall into the "other duties as assigned" bucket-and where planning is as fluid as our clients, the industry, and our opportunities require us to be.

  • Must-haves: a sense of humor; patience; scrappiness; ability to take and give constructive feedback with humility, introspection, and respect; and an understanding of what it takes to enjoy working effectively in fast-growing business.

Additional Skills/Experience

O ur ideal candidate will also have many of the following experiences and skills:

  • Work experience in/around/with high-net-worth families and mission-driven endowments and foundations or those that serve them.

  • Awareness of and curiosity to learn about local and global issues that concern mission-oriented investors.

  • Excellent analytical/problem-solving and computer skills, with an emphasis on quantitative analysis.

  • Data manipulation/management experience, including databases and spreadsheets.

  • Strong understanding of quantitative investing/index tracking.

  • Robust written communication skills; clear, concise, and interesting writer and content communicator.

  • Highly organized.

  • Acute attention to detail and proofing.

  • Demonstrated initiative, perspective, and creativity, and good quantitative intuition.

  • Liberal arts approach to thinking and learning.

  • Genuine interest in people: In a world and an industry that increasingly value technology over human interaction, Aperio believes in human relationships-that for the new institutional clients, our clients promise their clients high-touch, highly bespoke experiences-and we provide the same. We think this is good business, and the people who want to work with us think it is more fun.

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.

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 | | Instagram: @blackrock | Twitter: @blackrock | LinkedIn:

BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.

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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