BlackRock’s Portfolio Management Group (PMG) is looking for a Separately Managed Account (SMA) Portfolio Specialist to work within the dynamic and fast-paced environment of our Core PM SMA Team in the Princeton office.

Why is your role important?

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 fresh perspectives on ways to increase scale across a rapidly growing business.

What will you be doing?

• Develop an expert knowledge of the Team’s trade modeling and order creation systems

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

• Research and 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 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.

• Produce and analyze reports for managing the business

• Prepare client and prospect presentations, including gathering statistical data

• Develop a broad understanding of BlackRock’s SMA product offerings

What are we looking for?

• BA/BS is required or considerable portfolio support experience

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

• Experience with trading and implementation of separately managed accounts (SMA’s) 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

• Solid technology skills and proficiency with Excel, Python and SQL is preferred

• Demonstrated ability to effectively communicate and present in group settings

• Series 7 and 66 highly desired, must be attained within six months of hire if not already licensed