2 jobs for "Tax Manager - Mutual Funds"

Associate, Product Manager

At BlackRock - San Francisco

Posted on Nov 5

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Fund Servicing Manager - Vice President

At JPMorgan Chase - Taguig City

Posted on Nov 5

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BlackRock

Associate, Product Manager

San Francisco, CA$132,500 – $162,500Posted 4 days ago

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About this role

Product Manager, Data Management in Separately Managed
Team Overview

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 our clients, from wealth advisors to family offices to endowments and foundations.

With over $335B in client assets across direct index and active strategies, SMA Solutions is a rapidly growing business within BlackRock's US Wealth Advisory (USWA). Our personalized portfolios utilize individual securities, BlackRock Mutual Funds, and iShares ETFs to customize, diversify, and tailor investment solutions to high net worth/ultra-high net worth and institutional clients.

This role sits within our Product team and focuses on enabling scalable and efficient data delivery and data management for portfolio management, investment operations, and client service teams.

About Opportunity

We are seeking a Product Manager to own data domains and delivery processes that power investment operations, billing, client servicing and reporting workflows for the SMA Solutions business. This role will partner closely with engineering, operations, and client service teams to build and improve data pipelines, reporting, and tooling.
Responsibilities

• Develop understanding of current end-to-end data delivery processes and technical architecture

• Partner with other Product Managers, Engineers, Operations, and Client Service to deliver data and reporting solutions that enable key product and scalability initiatives

• Act as product owner for data products spanning reporting, billing, and investment operations data flows

• Define requirements and acceptance criteria for engineers

• Drive automation and process improvement to reduce manual data handling and increase straight-through processing

• Participate in defining what "data as a product" means for BlackRock's SMA organization
Skills

• Ability to elicit requirements, negotiate priorities, and communicate clearly with stakeholders across technology and business teams

• Experience building product roadmaps and managing delivery against them

• Hands-on proficiency designing and building data management processes using ETL tools, SQL, Python, PowerBI or similar tools

• Familiarity with fixed income and equity asset classes in wealth management

• Understanding of post-trade processing through reconciliation and client servicing workflows for retail SMA portfolios

• Highly analytical and detail oriented with exceptional problem-solving skills

• Committed to collaborating with Agentic AI to enhance productivity and evolve development processes

• Creative thinker who challenges status quo and pursues excellence
Qualifications

• 5 years experience in product management, product ownership, or software engineering in agile teams, preferably in financial services or wealthtech

• Able to scope and deliver features, epics, releases, collaborating with engineers and QA

• Comfortable building working prototypes and navigating complex data models

• Bachelor's degree or equivalent experience; advanced degree or certification in product management is a plus

• Familiarity with Aladdin, order management, portfolio accounting, or performance measurement is a plus

For San Francisco, CA and Sausalito, CA Only the salary range for this position is USD$132,500.00 - USD$162,500.00 . 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.

For Princeton, NJ and Atlanta, GA Only the salary range for this position is USD$112,000.00 - USD$140,000.00 . 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.

Guidance on AI use for candidates

At BlackRock, AI has long been part of how we work - enhancing decision-making, improving operations, and helping us deliver better outcomes for clients. We encourage candidates to use AI thoughtfully to learn, prepare, and work more effectively; but during our interview process, we want to focus on getting to know you through your own experiences, thinking, and judgment. To support you, we've provided guidance on when and how to use AI during our hiring process so you can approach each step with confidence and showcase your best self.

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.

To learn more about BlackRock, please visit Careers.BlackRock.com. We also encourage you to get to know us on LinkedIn, Instagram, YouTube, X, and TikTok.

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 and the pay transparency statement.

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.

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.

About BlackRock

BlackRock is a global investment firm, trusted to manage more assets than any other.

Size: 10,000+ employees
Industry: Financial Services

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