Separately Managed Account (SMA) Portfolio Specialist, Analyst/Associate – Princeton

Full-time @BlackRock in Investment Professionals – Investments jobs
  • Princeton, US View on Map
  • Apply Before : November 3, 2022
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Job Description

Join leading Investment management company BlackRock as Separately Managed Account (SMA) Portfolio Specialist, Analyst/Associate in Princeton, US. refer job details to submit BlackRock job application in Princeton.

 

Job Title : Separately Managed Account (SMA) Portfolio Specialist, Analyst/Associate

Location : Princeton, US

Job Category: Investment Professionals – Investments

 

Description

About this role

What team will you be on?
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 & 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 Portfolio Managers in handling significant new account growth

Provide basic financial market information via Thomson, Bloomberg, etc.

Produce 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

Strong technology skills and proficiency with Excel, Python and SQL is highly preferred

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

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

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 pilot

BlackRock’s current hybrid work pilot is designed to help you experience the best of both worlds: the opportunity to connect with colleagues in person and the flexibility to work remotely, with greater time to focus on what’s important to you. In line with local health guidance and regulations, employees are generally expected to work 3 days in the office and 2 days from home (on average) each week. For some business groups, more time may be required in the office, while greater flexibility may be in place for others. Our “One BlackRock” culture means you’ll be supported to collaborate with your new colleagues while bringing your full self to work – wherever you are.

The health, safety and well-being of our people will always be our top priorities; we will continue to monitor local conditions and health advisories in making decisions about our work environments.

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 children’s 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. It’s why we’re 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 careers.blackrock.com | www.blackrock.com/corporate | Instagram: @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer.  We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.

BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

 

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