Associate, Portfolio Specialist

Responsibilities

• Manage separately managed account (SMA) investment solutions, including trading client accounts, rebalancing, and investing/divesting assets
• Ensure accurate model implementation and research/resolve individual account discrepancies to minimize operational risk
• Develop expert knowledge of trade modeling and order creation systems
• Drive process efficiencies and automation of manual tasks using technology improvements
• Handle inquiries from Financial Advisors and provide professional investment support
• Produce internal reports regarding trading, investment performance, and business operations
• Assist Portfolio Managers with significant new account growth and prepare client presentations

Requirements

• BA/BS degree or considerable portfolio support experience
• Series 7 and 66 licenses (or ability to obtain within 3-6 months of employment)
• Proficiency with Excel, Python, and SQL
• Strong attention to detail and ability to manage multiple tasks in a fast-paced environment
• Demonstrated ability to work both independently and collaboratively

Preferred Qualifications

• Experience with Aladdin
• Experience with the trading and implementation of separately managed accounts (SMAs)
• Knowledge of Fixed Income markets

Benefits

• Comprehensive healthcare plans
• Strong retirement savings plans
• Flexible Time Off (FTO)
• Tuition reimbursement
• Parental leave and support for working parents
• Access to mental health resources and an Employee Assistance Program

About the Company

BlackRock is a global investment manager and fiduciary dedicated to helping people experience financial well-being. We combine industry-leading expertise with advanced technology to provide innovative solutions for clients ranging from wealth advisors to large institutions.