*Job Title: Separately Managed Accounts Associate Portfolio Manager Job Number:
122649 *Job Location:
Newport Beach, CA Level/Salary Range:
BlackRock’s Investment Group is looking for a Separately Managed Account (SMA) Associate Portfolio Manager to support our Private Investors Team in our Newport Beach, CA office. As an Associate Portfolio Manager, you will be directly responsible for helping to manage individual high net worth accounts.
• 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.
• Supports the business by assisting the Portfolio Specialist in an entrepreneurial environment.
• A minimum of two years’ experience in the separately managed account business and 3-5 years in the financial services industry is expected.
• Series 7, 66 registered. • 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 self–starters 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.
To be considered, please apply directly to our website (Job ID 122649):
BlackRock is one of the world’s preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the world. BlackRock offers a range of solutions — from rigorous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world’s capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares® ETFs. BlackRock is proud to be an E-Verify & Equal Opportunity/Affirmative Action Employer—M/F/D/V.