Associate, Investment Operations Associate
Sausalito, CA Hybrid
$105,000 a yearJobFig found this opening at its original source and checks that it remains available.
About the 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 of our clients, from wealth advisors to family offices to endowments and foundations. 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 Associate who can support middle office functions for our tax managed strategies.
What you'll bring
- Bachelor’s degree required.
- 2-5 years of experience in operations at an investment management firm.
- Background in portfolio accounting and middle office functions is a must.
- Track record of working in teams to support operational processes.
- Proven ability to build strong relationships with senior management, key clients, and internal/external stakeholders (e.g. Portfolio Managers, Custodians, Brokers).
- Exceptional attention to detail and problem solving abilities.
- Ability to operate/prioritize effectively and adhere to tight deadlines.
- Demonstrated ability to be flexible and adapt to changing circumst
- Preferably in business, math, finance or related fields.
- Experience in working with long short strategies is preferred.
- Strong proficiency in Microsoft Excel (VLOOKUP, pivot table, formula driven data scrubbing, VBA) is a plus.
- Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits.