Associate, SMA Solutions Portfolio Specialist-Implementations

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

Within the Core PM SMA Team you will be involved in all aspects of portfolio management and implementation for a rapidly growing segment of our Active SMA business! We are looking for candidates with a proven history of working both independently and as part of a team in a highly collaborative environment. In addition to having a passion for markets and investing a successful candidate will bring robust technology skills and problemsolving skills to help develop and drive efficiencies and automation while providing fresh perspectives on ways to increase scale across a dynamic and multifaceted business.

Responsibilities:

Hone an expertlevel knowledge of the teams trade modeling and order creation systems

Trade client accounts invest/divest assets as appropriate rebalance accounts etc.

Obtain a robust understanding of internal workflows and the full lifecycle of equity fixed income and mutual fund trades across all SMA distribution channels

Monitor risk performance and portfolio positioning including cash balances corporate actions and asset allocation

Use optimization tools to manage model portfolios and ensure compliance with client guidelines

Actively participate in optimization oversight through interaction with PMs and other stakeholders

Drive increased use of technology and analytical tools to improve scale streamline platform and process workflows and enhance investment controls

Collaborate with other investors to translate investment workflows into scalable technology solutions to mitigate risk and improve efficiency

Aid in production of various internal reports relating to trading and servicing metrics

Work with different teams such as Business Operations Risk and Quantitative Analysis Aladdin Engineering and other platform teams to drive operational improvements and participate in overall systems investment and trading process enhancements

Ensure continuous process optimization and improvements are in place for a best controlled riskhandling and effective portfolio management team. Must be able set guidance solve problems and navigate tradeoffs

Maintain awareness of industry changes in investments and such impact on SMA Solutions Blackrock and our clients. Provide strategic support for industrywide changes

Possess a solutionsoriented mindset with ability to think critically and challenge the status quo

Requirements:

BA/BS is required.

Minimum 2 years of portfolio management or related experience such as quant portfolio implementation Fintech trading coding buyside experience and risk management.

Candidate must demonstrate an indepth knowledge of and keen interest in the markets as well as an understanding of the separate account and model management process.

Candidate should demonstrate interest in pursuing or already possessing a CFA or a graduate degree in Financial Engineering Computer Science or related field.

Technical problem solving and analytical skills are essential. Organized and detailed oriented with the ability to multitask and adapt in a fastpaced environment. Strong Excel and database skills; strong preference for Python and SQL experience

Demonstrated record of flexibility responsiveness and selfstarting personality with a proven track record to innovate

Series 7 and Series 66 preferred; or required to obtain soon after hire

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: 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.