Portfolio Specialist - Separately Managed Accounts

Blackrock USA
Jacksonville, FL
Job Type:
Full Time
Wealth Management, Capital Markets, Asset Management

Job Description

BlackRock's Portfolio Management Group is looking for a Separately Managed Account (SMA) Portfolio Specialist to support our Managed Account Team in the Jacksonville office.  As a Portfolio Specialist, you will build relationships internally with Portfolio Managers, investment teams and the sales organization as well as externally with clients and Financial Advisors.  On a day-to-day basis you will actively deliver a broad set of investment solutions to clients across various platforms, trade client accounts, and generally support the SMA Portfolio Managers in managing their book of accounts. 


  • Build an expert knowledge of the Team's trade modeling and order creation systems
  • Trade client accounts - invest/divest assets as appropriate, rebalance accounts, etc.
  • Research & resolve individual account discrepancies to ensure a consistent client experience
  • Handle incoming FA inquiries, provide a professional investment experience and resolve account-related issues accurately and efficiently
  • Confirm asset allocation, review administrative & client exception reports
  • Produce various internal reports relating to trading and investment performance on a timely and accurate basis
  • Assist the Portfolio Managers in handling very significant new account growth
  • Provide basic financial market information via Thomson, Bloomberg, etc.
  • Produce reports for managing the business
  • Prepare client presentations, including gathering statistical data
  • Develop a broad understanding of BlackRock's SMA product offerings


  • BA/BS is required or considerable portfolio support experience
  • Ability to work independently and demonstrate good judgment
  • Experience with trading and implementation of separately managed accounts (SMA's) is preferred
  • Familiarity with Fiserv APL system is preferred
  • Computer proficiency in Word, Excel and PowerPoint
  • Ability to work effectively in a team environment
  • Solid quantitative skills
  • Strong communication and presentation skills
  • Strong organizational skills, including the ability to prioritize numerous projects
  • Series 7 and 66 highly desired, must be attained within six months of hire if not already licensed


To apply for this role, please copy and paste the following link into your browser and hit the enter key.  This will take you to the job posted on the BlackRock web site - https://blackrock.taleo.net/careersection/BR_Prof_CS/jobdetail.ftl?lang=en&job=123130&src=JB-10101


BlackRock is proud to be an Equal Opportunity/Affirmative Action Employer-M/F/D/V. 







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