BlackRock · 3 days ago
Analyst/Associate, Portfolio Manager
Princeton, NJ
Full-time
Hybrid
Entry, Mid LevelBlackRock is a leading investment management firm dedicated to helping clients achieve financial well-being. The Associate Portfolio Manager will work within the SMA Solutions business to manage client accounts, develop trading strategies, and enhance operational efficiencies while collaborating with various teams and clients.
Asset ManagementCrowdfundingFinancial ServicesFinTechReal Estate Investment
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
Qualification
Required
BA/BS is required
Technical, problem solving, and analytical skills are essential
Successful candidates will be highly organized and detailed 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
Preferred
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
BlackRock
BlackRock is an investment company that offers its services to institutions, intermediaries, foundations, and individual investors.
Founded in 1988
10001+ employees
H1B Sponsorship
BlackRock has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (18)
2024 (34)
2023 (8)
2022 (37)
2021 (31)
2020 (27)
Funding
Current Stage
Public CompanyTotal Funding
$6.59BKey Investors
Ariel Yehezkel
2025-06-20Post Ipo Equity· $0.02M
2025-03-27Post Ipo Debt· $1.08B
2024-07-17Post Ipo Debt· $2.5B
Leadership Team
Andrew Leba
Vice President & Legal Counsel
Mike Strug
Vice President
Recent News
Newsroom Panama
2026-01-08
2026-01-08
2026-01-07
Company data provided by crunchbase