Portfolio Services and Client Relationships Specialist - Analyst

Tasks

• Responsibility for delivering and addressing customer experiences and needs through daily interactions
• Actively participate in the continuous improvement of our control environments, policies, and procedures, including testing and updating team policies, procedures, and presentations as needed
• Obtaining and Reviewing Quarterly Inclusion Reports
• Collect and analyze monthly/quarterly strategic reporting data in a timely and accurate manner, and summarize the key findings for the team to present to clients
• Proactively conduct a review based on monthly/quarterly inclusion data
• Review of quarterly investment data and statements by customers
• Collaborating with various team members and managing projects as needed
• Sending Weekly Status Reports
• Preparation of quarterly risk reports and presentations for the client
• Weekly communication with the client to discuss market conditions and/or new insights, as applicable
• Data Entry and Maintenance
• Supporting stakeholders with any HCI or project inquiries

Requirements

• A bachelor's degree in finance, economics, or an equivalent combination of education and 2–5 years of professional experience, ideally gained at private banks in a multi-institutional environment
• Consistent and data-driven, with a strong customer focus, passion, and experience in data management, as well as a passion for service excellence
• Enjoyable collaboration with customers and internal stakeholders at all levels
• Excellent written and oral communication skills in English. Any additional languages, such as French, Spanish, German, and Bulgarian, are a plus.
• Ambitious, proactive problem-solver with a positive attitude, a hands-on approach, and a willingness to develop and grow beyond one's comfort zone
• Excellent attention to detail and analytical skills, ability to prioritize and deliver tasks as promised while maintaining high quality and consistent results
• Strong planning and organizational skills for managing daily tasks, with a results-oriented approach to delivering outcomes
• A reliable and trustworthy leader with whom teams and colleagues enjoy working in an environment with high expectations
• Fluency in Excel
• Proven ability to quickly learn proprietary systems
• Results-oriented and able to stay focused under pressure

We offer

• Confidential salary range for Hungary: 8,740,000–12,000,000 HUF
• In addition, employees may be eligible for an annual discretionary bonus and benefits, including health care, vacation policies, and retirement benefits
• A wide range of employee benefits, including: retirement savings plans and learning programs to help you build a solid financial future, access to positive financial education, comprehensive resources to support your physical health and emotional well-being, family support programs, and flexible time off (FTO) so you can use your time as you see fit
• We offer 20 days of PTO (that is, 1 month per year)
• Hybrid work model: Time in the office is required each week to allow for in-person workdays, with the flexibility to work remotely one day per week. Some teams or business units may require more time in the office than the three-day workweek.
• BlackRock employees work a 4-day workweek for 10 weeks a year. Our 4DX program is designed to help our