Investment Operations Specialist, US Wealth Advisory

About this role

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.

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 we'll-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.

• 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.

• BA/BS required.
• Demonstrated experience/knowledge with financial investing.
• 1 to 3 years of work experience, preferably in the investment/asset/wealth management business.
• Demonstrated success in building strong connections with collaborators from various departments, including front-office personnel, custodians, brokers, clients, etc
• Aptitude for technology and automation
• 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 including Excel macros.
• A high degree of integrity with the ability to handle confidential matters.
• Capacity to work in a fast-paced environment.
• Flexible with shift timings.

Our benefits
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Our hybrid work model

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At BlackRock, we are all connected by one mission: to help more and more people experience financial we'll-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.