Julia Wittlin, CFA, CAIA, FRM

Julia Wittlin, CFA, CAIA, FRM

Managing Director, Portfolio Manager for BlackRock Private Equity Partners Group

Julia Wittlin, CFA, CAIA, FRM, Managing Director, is a senior investment professional and leads portfolio strategy for BlackRock Private Equity Partners (PEP) group within BlackRock Alternative Investors. Ms. Wittlin partners with large strategic clients to define their investment strategy and objectives in a risk-return framework and drive top down portfolio construction across the platform. Additionally, she focuses on quantitative research, risk management, and strategic initiatives within the team. As part of her responsibilities, she oversees the day-to-day global investment process for PEP to ensure robustness of process, thoroughness of diligence and execution of investments.

 

Before joining PEP, Julia was a senior member of the Risk & Quantitative Analysis group focusing on Fiduciary Risk Management for Multi Asset Class Product and BlackRock Alternative Investors Products. She was responsible for developing risk analytics and performing quantitative analysis and research for a variety of portfolio strategies.

 

Ms. Wittlin began her career in 2007 as an analyst in the Performance Analytics group within RQA. In that role, she supported analytical reporting for portfolio managers across the equity and alternative asset platforms. Additionally, she worked with the BlackRock Treasury group on proprietary risk reporting for the seed capital portfolio and other firm-wide balance sheet risk items.

 

Ms. Wittlin earned a BA degree in Economics with a citation in Finance from the University of Rochester in 2006. She also completed a Certificate in Mathematical Modeling in Economics and Political Science and a Management Studies Certificate. Ms. Wittlin is a CFA, CAIA, and FRM Charterholder. She also attended the Tuck School of Business at Dartmouth College, where she completed the Advanced Management Program.