Vice President, Investment Research

About This 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

• 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
• Build, operate, and productize bespoke analytics applications (e.g., Monte Carlo simulations) and manage 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
• 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
• 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
• Identify, assess, and escalate investment and operational risks by monitoring key indicators, documenting action plans, and ensuring timely resolution and clear audit trails
• Set and manage stakeholder expectations by building implementation plans, defining dependencies, validating required data and documentation inputs, and communicating progress and risks
• 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

Qualifications

• 3-6 years of experience and knowledge of institutional investor client segment
• Bachelor's Degree required
• CFA and/or MBA preferred
• SIE, Series 7 and 66, or 63/65 licenses or the ability to obtain within the first 3-6 months of employment required
• Experience in wealth/asset management and equities and options
• Experience reviewing and analyzing information from multiple sources and determining relevance
• Experience with Microsoft Office Suite and Adobe Cloud Studio
• 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
• Independently identify issues, analyze problems and provide viable account and documentation solutions
• Demonstrate creative problem solving and solid judgment/decision-making

Pay & Benefits

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. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.

BlackRock’s Commitment to Diversity, Equity, and Inclusion

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.