Analyst Portfolio Specialist

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Job description

DescriptionAbout this role. BlackRock's Investment Group is looking for aPortfolio Specialistto support our Private Investors Team in our Princeton, NJ and/or Newport Beach, CA offices. As a Portfolio Specialist,you will be directly responsible for helping to manage individual high net worth accounts. Responsibilities: Successfully implement a broad variety of investment strategies and apply to portfolios as appropriate for each client. Act as a resource to the senior portfolio manager and provide primary portfolio management back up while senior portfolio manager is unavailable. Maintain thorough daily knowledge of the financial markets as well as portfolio management products, including the rationale for underlying holdings and sector allocation decisions. Understand and discuss performance results. Maintain understanding of market developments specific to the product and communicate related information to clients and Financial Advisors. Assist in generating new business via conference calls with Sales personnel, FAs, and prospective clients. Develop strong professional relationships across functions such as portfolio management, sales, and marketing teams. Monitor all portfolio exception and compliance reports. Maintain accurate and timely client files and notes to insure all critical information is reflected. Requirements: A minimum of two years' in the financial services industry is expected. Series 7, 66 registered or must be obtained within 6 months of hire. Candidate must demonstrate a strong knowledge of and interest in global financial markets. The individual will also have strong written communications skills. Successful candidates will be selfstarters able to effectively operate in a highly team-oriented and collaborative environment and efficiently manage their time. They will have strong interpersonal skills, and will be expected to develop relationships with Financial Advisors, clients, sales teams, marketing teams, and other functions within the division. The CFA designation is highly preferred. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. About BlackRock. At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being.Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit careers.blackrock.com || | | LinkedIn: BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.