BlackRock is a leading investment management firm dedicated to helping clients achieve financial well-being. The Separately Managed Account (SMA) Portfolio Manager will work within the Core PM SMA Team to deliver investment solutions, manage client accounts, and streamline processes through technology enhancements.
Responsibilities
- Develop essential knowledge of the Team’s trade modeling and order creation systems
- Trade client accounts – invest/divest assets as appropriate, rebalance accounts, etc
- Obtain a robust understanding of internal workflows and the full lifecycle of equity, fixed income, and mutual fund trades across all SMA distribution channels
- Research and resolve individual account discrepancies to ensure a consistent client experience and minimize investment and operational risk
- Handle incoming FA inquiries, provide 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
- Possess a solutions-oriented mindset, with ability to think critically and challenge the status quo
- Prepare client and prospect presentations, including gathering statistical data
- Develop a broad understanding of BlackRock’s SMA Solutions product offerings
Skills
- BA/BS is required
- Technical, problem solving, and analytical skills are essential
- Successful candidates will be highly organized and detail oriented with an ability to multi-task and adapt in a fast-paced environment
- Demonstrated experience working both independently and as part of a team in a highly collaborative environment
- Ability to recognize and escalate potential issues to help mitigate operational and reputational risk
- Strong process awareness and proven ability to follow established procedures while also demonstrating adaptability and flexibility
- Highly effective verbal and written communication skills
- Technology skills such as Python, SQL, Excel and Power BI are desired
- Experience with trading, implementation, or operations of retail separately managed accounts (SMA's) is highly preferred
- Series 7 and Series 66 preferred; or required to obtain soon after hire
Benefits
- Annual discretionary bonus
- Healthcare
- Leave benefits
- Retirement benefits
- Strong retirement plan
- Tuition reimbursement
- Comprehensive healthcare
- Support for working parents
- Flexible Time Off (FTO)
Company Overview
BlackRock is an investment company that offers its services to institutions, intermediaries, foundations, and individual investors. It was founded in 1988, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is http://www.blackrock.com.Company H1B Sponsorship
BlackRock has a track record of offering H1B sponsorships, with 18 in 2025, 34 in 2024, 8 in 2023, 37 in 2022, 31 in 2021, 27 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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