Associate, Portfolio Specialist

About this role

Team Overview BlackRock SMA Solutions helps clients customize portfolios for unique tax values-alignment or investment exposures across direct indexing fixed income active equity and multi-asset. We deliver world-class service to all of our clients from wealth advisors to family offices to endowments and foundations.

About this role

BlackRocks Separately Managed Account Solutions (SMA Solutions) is seeking a Portfolio Specialist to work within the dynamic and fast-paced environment of our Fixed Income SMA Team in the Princeton office. As a Portfolio Specialist you will build relationships internally with Portfolio Managers Trading Desks Operations and the Sales organization as well as externally with clients and Financial Advisors. On a day-to-day basis you will actively deliver a broad set of separately managed account investment solutions across various platforms and sponsors ensure accurate model implementation and minimize performance dispersion for a rapidly growing client population! In addition to

having a passion for markets and investing a successful candidate we are seeking will bring robust technology skills to help develop and drive process efficiencies and automation of manual tasks while providing new perspectives on ways to increase scale across a rapidly growing business!

Responsibilities:

Develop expert knowledge of the Teams trade modeling and order creation systems

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

Research & resolve individual account discrepancies to ensure a consistent client experience and minimize investment and operational risk

Handle incoming FA inquiries provide a professional investment experience and resolve account-related issues accurately and efficiently.

Provide thoughtful ideas and contribute to the streamlining of processes through technology improvements and automation

Produce various internal reports relating to trading and investment performance on a timely and accurate basis

Assist Portfolio Managers in handling significant new account growth

Provide basic financial market information via Thomson Bloomberg etc.

Produce reports for running the business

Prepare client and prospect presentations including gathering statistical data

Develop a broad understanding of BlackRocks SMA product offerings

Requirements:

BA/BS is required or considerable portfolio support experience

Series 7 and 66 licenses or the ability to obtain within the first 3-6 months of employment required

Strong technology skills and proficiency with Excel Python and SQL are highly preferred

Demonstrated experience working both independently and as part of a team in a highly collaborative environment

Experience with Aladdin is preferred

Experience with trading and implementation of separately managed accounts (SMAs) is preferred

Ability to prioritize responsibilities and manage multiple tasks in a fast-paced environment while demonstrating meticulous attention to detail

Strong process awareness and ability to identify and address operational risk issues

Demonstrated ability to effectively communicate and present in group settings

Fixed Income market knowledge preferred

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 well-being. 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.