Associate, Portfolio Specialist at BlackRock

Sausalito, California, United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Investment Management, Finance, Asset ManagementIndustries

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
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

Skills

Key technologies and capabilities for this role

SalesForceportfolio managementtrading operationsclient request managementprocess documentationautomationSalesForce dashboardsoperational workflowsproblem-solving

Questions & Answers

Common questions about this position

What is the salary range for this Associate, Portfolio Specialist position?

For Sausalito, CA, the salary range is USD$116,000.00 - USD$155,000.00. Employees are also eligible for an annual discretionary bonus.

What benefits are offered for this role?

Benefits include healthcare, leave benefits, and retirement benefits.

Where is the office located and is remote work possible?

The headquarters is in Sausalito, California, with team members spread throughout San Francisco, the North Bay, and East Bay. Remote work policy is not specified.

What key skills and qualifications are required for this role?

Required qualifications include a BA/BS, minimum 3+ years of work experience, strong attention to detail, excellent communication skills, problem-solving, organizational skills, and ability to work independently and collaboratively. Familiarity with Salesforce and trade operations experience are pluses.

What is the team environment like at BlackRock SMA Solutions?

The team is small, collaborative, and works closely with portfolio management and trading teams. They seek bright, motivated candidates with a sense of humor, problem-solving skills, attention to detail, and organizational abilities in a fast-paced environment.

BlackRock

About BlackRock

New York City, New YorkHeadquarters

1988Year Founded

$78,647.7MTotal Funding

IPOCompany Stage

Fintech, Financial ServicesIndustries

Benefits

Health Insurance

Unlimited Paid Time Off

Mental Health Support

Wellness Program

401(k) Retirement Plan

Risks

FDIC scrutiny could lead to regulatory challenges for BlackRock.

Workforce reduction may indicate internal financial pressures or strategic shifts.

Involvement in Yangzijiang Shipbuilding exposes BlackRock to geopolitical risks.

Differentiation

BlackRock's Bitcoin ETF, IBIT, reached over $50 billion in assets quickly.

The firm is developing a layer-2 tokenized real-world asset platform on Ethereum.

BlackRock's partnership with Frax Finance enhances its stablecoin market presence.

Upsides

IBIT's success attracts a broader range of cryptocurrency investors.

The Ethereum platform positions BlackRock as a leader in blockchain financial services.

Partnership with Frax Finance enhances digital finance offerings and compliance.

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