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