William Caballero

Whole Portfolio Management Team Portfolio Specialist, Vice President

BlackRock

Jan 2024 - Current (1 year 9 months)

Whole Portfolio Management Team Portfolio Specialist, Associate

BlackRock

Jun 2022 - Jan 2024 (1 year 8 months)

Daily responsibilities include assisting two Portfolio Managers to actively monitor client portfolio totaling $4.0bn in AUM across over 1,200 accounts. Responsibilities included daily management of client portfolios, such as portfolio construction and preparing performance analysis for client reviews. Contributed to the team’s business goals and sales campaigns by conducting multiple analyses for prospective and existing clientele. Assisted in risk profiling the existing or prospective clients & assisting our sales or FA partners with ad-hoc inquiries.

Associate / Portfolio Specialist

BlackRock

Jan 2016 - Jun 2022 (6 years 6 months)

Daily responsibilities included managing a regional book of business with a senior Portfolio Manager, over 800 accounts and $1.8bn in AUM in the Northeast & Midwestern U.S. Responsibilities included maintaining the day-to-day activity of our client portfolios, responding to prospective client inquiries & analytical reporting of client portfolios. Subsequent to my primary role, I moved through different regions of the country working with several different Portfolio Managers where capacity was necessary

Analyst / Portfolio Specialist

BlackRock

Apr 2014 - Dec 2015 (1 year 9 months)

SMA Analyst

BlackRock

Jul 2012 - Apr 2014 (1 year 10 months)

Responsibilities included assisting Portfolio Management teams and Financial Advisors in applying restrictions, billing information & setup of the portfolio with a high-level of accuracy. Actively participated in a platform-wide project designed to integrate over 17,000 portfolios from a legacy billing system.

Intern; Product Services

BlackRock

Jun 2011 - Aug 2011 (3 months)

Primary function was to assist PMG and Trade Operations to operate efficiently. Worked with both Fixed Income and Equity groups within Product Services, contributing to completion of large comprehensive projects, inclusive of Fund Mergers, Technological Migrations, Insourcing of Operational/PMG tasks and new business initiatives.

Intern; Fixed Income Trade Operations

BlackRock Inc

Jun 2010 - Aug 2010 (3 months)

Performed day-to-day operations; confirming trades in various securities including municipals, bank loans, and international securities by either phone or email. I also created and managed a departmental project for the Portfolio Management team for trade confirm analysis, and performed different daily projects by forwarding timely information out to brokers on the day's trades and logging them into our database.

A

Valet/Parking Attendant

Atlantic Parking

Aug 2009 - Jun 2012 (2 years 11 months)

Responsible for ensuring the safety of all patrons and vehicles.

R

Intern Program for Red Bank Catholic

RBC Wealth Management

Jan 2008 - Dec 2008 (1 year)

M

Intern; Underwriter Assistant Trainee

Markel Insurance Company

Aug 2007 - Aug 2008 (1 year 1 month)

Performed all duties assigned to such position including entering contractual agreements into corporate computer facilities, preparing and retaining copies of requisite information on client policies, and maintaining appropriate hard-copy records.

M

Senior Camp Counselor

Middletown Parks and Recreation

Jul 2005 - Jul 2009 (4 years 1 month)

Engaged to manage the daily activities of fifteen to twenty minor children. Responsible for organizing summer camp activities and for the safety of the children entrusted to my care.

William Caballero

About

Detail

Timeline

Résumé