Associate, Portfolio Manager

BlackRock

Princeton, New Jersey, United States
Base: usd$105,000.00 - usd$140,000.00; bonus/equit...
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Sma trade modeling and order creation systems
Equity, fixed income, and mutual fund trades
Client inquiries and issue resolution
** BlackRock is seeking an Associate Portfolio Manager for their SMA Solutions team in Princeton, New Jersey. The role involves supporting centralized portfolio management and client services while ensuring operational efficiency and accuracy in managing separately managed accounts. **

Job Summary

  • 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.
  • Responsibilities include centralized portfolio and client service support, accurate model implementation, and minimization of performance dispersion across the client population.
  • Proficiency with technology to help develop and drive process efficiencies and automation is highly desired.

Matching Summary

Match Score: 75

** BlackRock is seeking an Associate Portfolio Manager for their SMA Solutions team in Princeton, New Jersey. The role involves supporting centralized portfolio management and client services while ensuring operational efficiency and accuracy in managing separately managed accounts. **

Salary

Base: USD$105,000.00 - USD$140,000.00; Bonus/Equity: eligible for an annual discretionary bonus; Benefits: healthcare, leave benefits, and retirement benefits

Skills & Requirements

Must-have

  • SMA trade modeling and order creation systems
  • Equity, fixed income, and mutual fund trades
  • Client inquiries and issue resolution
  • Process streamlining and automation
  • Operating events and trade error resolution
  • Client relationship management support
  • Financial market information via Refinitiv, Bloomberg, Aladdin

Nice-to-have

  • Solutions-oriented mindset
  • Critical thinking and challenging status quo
  • Passion for markets and investing

Key Requirements

  • BA/BS required
  • 2-4 years of experience in SMA trading, implementation, or operations
  • Deep understanding of SMA processes
  • Python, SQL, Excel, and Power BI skills desired
  • Technical, problem-solving, and analytical skills
  • Highly organized and detail-oriented
  • Ability to multi-task and adapt in a fast-paced environment
  • Series 7 and Series 66 preferred

Work Rights

Not specified

Tailored Resume

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