Apply on Employer Site

BlackRock · 1 day ago

Associate, Portfolio Specialist

Sausalito, CA

Full-time

Hybrid

Mid Level

3+ years exp

BlackRock is an investment management firm dedicated to helping people experience financial well-being. The Portfolio Specialist will support portfolio management and trading teams by managing operational workflows and enhancing client experience.

Asset ManagementCrowdfundingFinancial ServicesFinTechReal Estate Investment

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

Qualification

SalesforceTrade operationsAttention to detailProblem-solvingMultitaskingOrganizational skillsCommunication skillsInterpersonal skillsIntegrityCollaboration