Analyst/Associate, Portfolio Manager

BlackRock is a leading investment management firm dedicated to helping clients achieve financial well-being. The Separately Managed Account (SMA) Portfolio Manager will work within the Core PM SMA Team to deliver investment solutions, manage client accounts, and streamline processes through technology enhancements.

Responsibilities

• Develop essential knowledge of the Team’s 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
• Research and resolve individual account discrepancies to ensure a consistent client experience and minimize investment and operational risk
• Handle incoming FA inquiries, provide professional investment experience and resolve account-related issues accurately and efficiently
• Provide thoughtful ideas and contribute to the streamlining of processes through technology enhancements and automation
• Produce various internal reports relating to trading and investment performance on a timely and accurate basis
• Assist the Team with handling significant new account growth
• Provide basic financial market information via Refinitiv, Bloomberg, Aladdin, etc
• Possess a solutions-oriented mindset, with ability to think critically and challenge the status quo
• Prepare client and prospect presentations, including gathering statistical data
• Develop a broad understanding of BlackRock’s SMA Solutions product offerings

Skills

• BA/BS is required
• Technical, problem solving, and analytical skills are essential
• Successful candidates will be highly organized and detail oriented with an ability to multi-task and adapt in a fast-paced environment
• Demonstrated experience working both independently and as part of a team in a highly collaborative environment
• Ability to recognize and escalate potential issues to help mitigate operational and reputational risk
• Strong process awareness and proven ability to follow established procedures while also demonstrating adaptability and flexibility
• Highly effective verbal and written communication skills
• Technology skills such as Python, SQL, Excel and Power BI are desired
• Experience with trading, implementation, or operations of retail separately managed accounts (SMA's) is highly preferred
• Series 7 and Series 66 preferred; or required to obtain soon after hire

Benefits

• Annual discretionary bonus
• Healthcare
• Leave benefits
• Retirement benefits
• Strong retirement plan
• Tuition reimbursement
• Comprehensive healthcare
• Support for working parents
• Flexible Time Off (FTO)

Company Overview

Company H1B Sponsorship