Portfolio Specialist-Analyst/Associate

BlackRock

3.4

(18)

Princeton, NJ

Why you should apply for a job to BlackRock:

  • 67% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • 16 weeks paid leave for primary caregiver and 2 weeks paid leave prior to birth of baby.
  • Flexible time off; parental leave for birth or adoption; child, special needs and elder care support, fertility benefit program
  • Employee Assistance Program – free, confidential counseling; gender transition support; volunteering opportunities
  • #R244932

    Position summary

    nt 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 new perspectives on ways to increase scale across a rapidly growing business!

    Responsibilities:

    • Develop 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 improvements 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 running the business

    • Prepare client and prospect presentations, including gathering statistical data

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

    Requirements:

    • BA/BS is required with 1-5 years of related experience

    • Series 7 and 66 licenses required

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

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

    • Experience with Aladdin is preferred

    • Experience with trading and implementation of separately managed accounts (SMAs) 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

    • Fixed Income market knowledge preferred

    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 model

    BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.

    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 @blackrock | Twitter: @blackrock | LinkedIn: https://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.

    Why you should apply for a job to BlackRock:

  • 67% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • 16 weeks paid leave for primary caregiver and 2 weeks paid leave prior to birth of baby.
  • Flexible time off; parental leave for birth or adoption; child, special needs and elder care support, fertility benefit program
  • Employee Assistance Program – free, confidential counseling; gender transition support; volunteering opportunities