Associate Portfolio Specialist

About this role

Team Overview

BlackRock SMA Solutions helps clients customize portfolios for unique tax valuesalignment or investment exposures across direct indexing fixed income active equity and multiasset. We deliver worldclass service to all of our clients from wealth advisors to family offices to endowments and foundations.

About this Role

We are adding to our team and are looking for a Portfolio Specialist whowill work closely with portfolio management and trading teams and will support their operational workflow. We are looking for candidates who arebright motivated articulate and has a sense of humor. Ideal candidates will also have excellent problemsolving skills a high degree of attention to detail and outstanding organizational abilities. This position offers an excellent opportunity for someone interested in gaining experience in the finance industry and working for an established investment management firm.

Our headquarters is in Sausalito California only one block from the beautiful harbor. Its a short 20minute drive from much of San Francisco (opposite the normal commute) and many of our team members are spread throughout San Francisco the North Bay and East Bay.

Key Responsibilities:

Support the portfolio management and trading teams operational workflows

Review and validate incoming client trade and analysis requests

Manage Salesforcebased request dashboards and workflows

Assign client trade and analysis requests to Portfolio Managers and Traders

Reply to diverse internal and external requests in a timely manner

Effectively document and maintain operational processes

Participate in projects to enhance and improve the client experience

Work on projects to improve the automation and efficiency of the portfolio management and trading operational processes

Perform other duties as assigned

Qualifications:

BA/BS required

Minimum 3 years prior work experience

Strong attention to detail and accuracy

Excellent written and verbal communication skills

Outstanding problemsolving and interpersonal skills

Strong organizational and multitasking skills

Ability to work independently and in a small group environment

A high degree of integrity with the ability to handle confidential matters

Capacity to work in a fastpaced environment

Collaborative attitude is a must

Familiarity with Salesforce a plus

Trade operations experience a plus

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

BlackRocks 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.

About BlackRock

At BlackRock we are all connected by one mission: to help more and more people experience financial wellbeing. Our clients and the people they serve are saving for retirement paying for their childrens 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. Its why were dedicated to creating an environment where our colleagues feel welcomed valued and supported with networks benefits and development opportunities to help them thrive.

For additional information on BlackRock please visit @blackrock Twitter: @blackrock LinkedIn:www.linkedin/company/blackrock

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 theEEOCs Know Your Rights poster and its supplementand thepay 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 . All requests are treated in line with our.