Analyst, Investment Operations Specialist

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 our clients, from wealth advisors to family offices to endowments and foundations.

About This Role

We are rapidly growing our team and seeking an Operations Associate or Analyst who is forward-thinking and has a sense of humor. This role is suitable for individuals looking to gain experience in the finance industry. The ideal candidates will demonstrate strong problem-solving abilities, meticulous attention to detail, and exceptional organizational skills. Join our growing investment management firm for an exciting opportunity.

We work hard and move quickly as a well-coordinated, collaborative team whose exceptional people are focused on providing extraordinary client service. If you are looking for an opportunity to grow and contribute to a fun, industry-disruptive, fast-paced environment, SMA Solutions is the place for you.

Key responsibilities

• Reply to diverse external and internal requests in a timely and professional manner.
• Compare custodian investment data against internal portfolio transactions.
• Process proxy voting for accounts through manual ballots or online as needed.
• Respond to and process corporate action notifications across all managed accounts.
• Download and archive custodial statements for all accounts monthly.
• Review incoming faxes and mailings daily.
• Work on miscellaneous projects (billing, performance, and investment operations departments) to streamline operations, automate processes, and reduce errors.
• Participate in projects to enhance the client experience.
• Effectively document and maintain processes.
• Other duties as assigned.

Qualifications

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.

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Skills Required

Microsoft Office, Excel Macros