Financials Equity Research Analyst, Vice President – US Equities
BlackRock · New York, United States · 1d ago
About this role
BlackRock is one of the world’s preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and individual investors around the world. BlackRock’s mission is to create a better financial future for our clients. We have a responsibility to be the voice of the investor, and we represent each client fairly and equally. Constant communication with a diverse team of partners strengthens us and delivers better results for our clients. Continuous innovation helps us bring the best of BlackRock to our clients. BlackRock offers a range of solutions — from rigorous fundamental and quantitative active management approaches aimed at maximizing 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.
Your team
The US Equities team seeks to deliver long-term investment outperformance through rigorous fundamental research, differentiated insights, and disciplined portfolio construction. The team develops high-conviction investment views across the Financials sector and partners closely with Portfolio Managers to identify attractive investment opportunities and manage portfolio risk. Team members are encouraged to challenge conventional thinking, engage in evidence-based investment debate, and contribute to a high-performance culture centered on accountability, collaboration, and continuous improvement.
The Vice President, Financials Equity Research Analyst is responsible for generating high-conviction investment ideas with a clear focus on alpha generation and portfolio impact within the Financials sector. The role owns fundamental coverage end-to-end, develops differentiated investment views, and actively influences portfolio positioning through rigorous analysis, debate, and accountability for outcomes.
The successful candidate will bring deep expertise across Financials industries, including banks, insurance companies, asset managers, exchanges, payments businesses, financial technology companies, and diversified financial institutions. Through partnership with Portfolio Managers and investment colleagues, this individual will help shape investment decisions and contribute to delivering strong outcomes for clients.
Your responsibilities
In every role at BlackRock, you'll be expected to apply sound judgement and critical thinking to solve complex problems, adapt as the business evolves, and combine the curiosity to explore new approaches and technologies with the rigor to challenge the results. The scope of this role also includes the following responsibilities:
- Generate actionable long investment ideas with clear variant perception and portfolio relevance, primarily within US large-cap and mid-cap Financials companies.
- Own end-to-end fundamental coverage, including business analysis, valuation, underwriting, and investment recommendations.
- Develop disciplined, repeatable investment frameworks that scale across Financials industries and market environments.
- Build and maintain decision-grade financial models focused on material value drivers, scenario analysis, and risk/reward assessment.
- Conduct deep fundamental, industry, and primary research to identify key inflection points, structural advantages, and downside risks.
- Monitor portfolio positions and update views with speed, discipline, and intellectual honesty as new information emerges.
- Partner closely with Portfolio Managers and investment colleagues to influence sizing, timing, and portfolio construction.
- Contribute to a high-performance, debate-driven investment culture that values rigorous challenge, accountability, and continuous improvement.
Your experience
- 6-10+ years of investment experience on the buy-side or at a leading sell-side institution.
- Demonstrated experience conducting fundamental research and security analysis within the Financials sector.
- Proven ability to generate differentiated investment ideas with clear implications for portfolio positioning.
- Deep understanding of Financials business models, competitive dynamics, balance sheet analysis, capital allocation, earnings drivers, and valuation frameworks.
- Experience analyzing banks, insurance companies, asset managers, exchanges, payments companies, financial technology businesses, or other diversified Financials industries.
- Strong financial modeling and analytical skills with a focus on materiality and investment decision-making.
- Clear and concise communication skills with the ability to articulate investment views to Portfolio Managers and investment committees.
- Experience influencing investment outcomes through evidence-based debate and collaboration.
AI, Data & Research Capabilities
- Ability to use AI, data, and lightweight programming to deepen research, test investment hypotheses, and develop differentiated investment views.
- Experience leveraging structured and unstructured data to evaluate Financials-sector trends, competitive dynamics, and business performance.
- Ability to use analytical tools and technology-enabled research approaches to challenge assumptions and improve investment judgment.
- Experience incorporating alternative datasets, regulatory disclosures, company filings, and market data into the investment process.
- Curiosity about how AI, automation, data infrastructure, and digital innovation are reshaping Financials business models and industry economics.
- Ability to integrate data-driven insights with fundamental research to support investment recommendations and portfolio decisions.
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.
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.