Associate, Portfolio Specialist

BlackRock, Inc. • Sausalito, CA

30d • $116,000 - $155,000 • Hybrid

About The Position

BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. We are adding to our team and are looking for a Portfolio Specialist who will work closely with portfolio management and trading teams and will support their operational workflow. We are looking for candidates who are bright, motivated, articulate, and has a sense of humor. Ideal candidates will also have excellent problem-solving skills, a high degree of attention to detail, and outstanding organizational abilities. This position offers an excellent opportunity for someone interested in gaining experience in the finance industry and working for an established investment management firm. Our headquarters is in Sausalito, California, only one block from the beautiful harbor. It's a short, 20-minute drive from much of San Francisco (opposite the normal commute), and many of our team members are spread throughout San Francisco, the North Bay, and East Bay.

Requirements

• BA/BS required
• Minimum 3+ years prior work experience
• Strong attention to detail and accuracy
• Excellent written and verbal communication skills
• Outstanding problem-solving and interpersonal skills
• Strong organizational and multitasking skills
• Ability to work independently and in a small group environment
• A high degree of integrity with the ability to handle confidential matters
• Capacity to work in a fast-paced environment
• Collaborative attitude is a must

Nice To Haves

• Familiarity with Salesforce a plus
• Trade operations experience a plus

Responsibilities

• Support the portfolio management and trading teams' operational workflows
• Review and validate incoming client trade and analysis requests
• Manage and maintain SalesForce dashboards and workflows
• Assign client requests to appropriate Portfolio Managers and other internal teams
• Reply to diverse internal and external requests in a timely manner
• Document and refine operational processes for consistency and transparency
• Contribute to initiatives that enhance overall client experience and service delivery
• Support automation and efficiency improvements across various operational processes
• Assist with ad hoc projects and responsibilities as needed.

Benefits

• employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits
• strong retirement plan
• tuition reimbursement
• comprehensive healthcare
• support for working parents
• Flexible Time Off (FTO)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Funds, Trusts, and Other Financial Vehicles
• Number of Employees: 5,001-10,000 employees