Aperio Group careers

Aperio (now part of BlackRock) is a $40 billion investment manager working primarily with ultra-high-net-worth investors, usually through their wealth managers, and with institutional investors. We design and manage customized portfolios that deliver pre-tax performance of indexing with client-specific customizations, including active tax management and active risk reduction.

We have three primary strategies for domestic, foreign, and/or global equity portfolios:

1) Active Tax Indexing: delivering tax alpha with benchmark returns, often customized for investors' unique situations including concentrated positions and complex estate situations.

2) Socially Responsive Indexing: working with investors and their advisors to construct portfolios that reflect their unique set of values in a low-cost, tax-efficient and low tracking error manner.

3) Factor Tilts: tilting indexes towards factors (including fundamentals like high quality or high yield) investors believe will deliver alpha in the current and future environment.