Job Description: We are adding to our team and are looking for a Portfolio Specialist who will work closely with portfolio management and trading teams and will support their operational workflow. We are looking for candidates who are bright, motivated, articulate, and has a sense of humor. Ideal candidates will also have excellent problem-solving skills, a high degree of attention to detail, and outstanding organizational abilities. This position offers an excellent opportunity for someone interested in gaining experience in the finance industry and working for an established investment management firm. Job Responsibilities: Reply to diverse internal and external requests in a timely manner Manage Salesforce-based request dashboards and workflows Effectively document and maintain operational processes Work on projects to improve the automation and efficiency of the portfolio management and trading operational processes Assign client trade and analysis requests to Portfolio Managers and Traders Support the portfolio management and trading teams’ operational workflows Participate in projects to enhance and improve the client experience Perform other duties as assigned Review and validate incoming client trade and analysis requests Job Requirements: Strong attention to detail and accuracy Collaborative attitude is a must Capacity to work in a fast-paced environment Ability to work independently and in a small group environment Trade operations experience a plus A high degree of integrity with the ability to handle confidential matters Strong organizational and multitasking skills Excellent written and verbal communication skills Outstanding problem-solving and interpersonal skills Familiarity with Salesforce a plus Qualification & Experience: Minimum 3+ years prior work experience BA/BS required Job Details: Company: BlackRock Vacancy Type: Full Time Job Location: Sausalito, CA, US Application Deadline: N/A Apply Here vacanciesforyou.xyz
Latest Jobs 2025 | Vacancies For You