Portfolio Support, USWA- SMA Solutions, Associate

About this role

Team Overview

BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wirehouses and wealth advisors to family offices to endowments and foundations.  

About the Role

• We’re growing our team and seeking a Portfolio Support Associate to partner with portfolio managers and specialists in driving operational excellence. This non-client-facing role is ideal for someone who thrives in a fast-paced, detail-oriented environment and is eager to contribute to the efficiency and performance of customized investment portfolios.
• You’ll play a key role in transforming data, automating workflows, and supporting the evolution of our analytical infrastructure. The ideal candidate is intellectually curious, organized, and collaborative—with a keen sense for problem-solving and a sense of humor that fits with our dynamic team culture.

Key Responsibilities

• Clean and structure raw client data into actionable formats to support investment analysis and implementation.
• Manage third-party investment portals, ensuring accurate and timely submission of portfolio data and completion of requests.
• Maintain Salesforce-based dashboards and workflows to track portfolio requests and operational tasks.
• Build and maintain ad hoc automation tools using Python, SQL, and/or VBA to streamline reporting and analysis.
• Support the development of deeper portfolio analytics as systems and data infrastructure evolve.
• Contribute to ongoing process improvements and perform other duties within scope as needed.

Qualifications

• Bachelor’s degree required.
• Minimum 3 years of relevant experience in finance, operations, and/or data analytics.
• Exceptional attention to detail and accuracy.
• Strong written and verbal communication skills.
• Proven problem-solving and interpersonal abilities.
• Highly organized with the ability to multitask and adapt quickly.
• Comfortable working independently and within small teams.
• High integrity and discretion when handling sensitive data.
• Team-oriented mindset with a proactive approach.
• Familiarity with Salesforce is a plus.
• Experience in trade operations is a plus.

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.

Our hybrid work model

BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.

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 @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

BlackRock is proud to be an Equal Opportunity Employer.  We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.