Analyst, SMA Investment Operations Analyst

BlackRock • Sausalito, CA

3d • $85,500 - $105,000 • Hybrid

About The Position

BlackRock SMA Solutions empowers clients to customize portfolios for tax efficiency, values alignment, and unique investment exposures across direct indexing, fixed income, active equity, and multi-asset strategies. We serve a diverse client base from wealth advisors and family offices to endowments and foundations. As we continue expanding globally, we're seeking an Investment Operations Analyst who can support middle office functions for our tax managed strategies.

Requirements

• Bachelor’s degree required. Preferably in business, math, finance or related fields
• Strong attention to detail and accuracy
• Excellent written and verbal communication skills
• Outstanding problem-solving and interpersonal skills
• Strong organizational and multitasking skills
• Ability to work independently and in a small group environment; a collaborative attitude is a must
• Advanced Microsoft Office capabilities
• A high degree of integrity with the ability to handle confidential matters
• Capacity to work in a fast-paced environment

Responsibilities

• Perform daily cash and position reconciliation of several thousand separately managed accounts.
• Collaborate with custodians, brokers, and internal partners to resolve issues related to daily processes, daily data delivery, trade settlement, and security setup.
• Respond to and process corporate action notifications across all Aperio managed accounts via email, fax, and various custodial websites
• Reply to diverse external and internal requests in a timely and professional manner
• Work on projects to streamline operations, automate processes, and reduce errors.
• Effectively document and maintain processes
• Other duties as assigned.

Benefits

• employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits.
• strong retirement plan
• tuition reimbursement
• comprehensive healthcare
• support for working parents
• Flexible Time Off (FTO)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees