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Analyst/Associate, Investment Operations

AT BlackRock
BlackRock

Analyst/Associate, Investment Operations

Mumbai, India

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.

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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

  • BA/BS required.
  • Demonstrated experience/knowledge with financial investing.
  • 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.

BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, disability, veteran status, and other statuses protected by law.

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.

Client-provided location(s): Mumbai, Maharashtra, India
Job ID: blackrock-R246899
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Life Insurance
    • Mental Health Benefits
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • Fitness Subsidies
  • Parental Benefits

    • Family Support Resources
    • Adoption Leave
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
  • Work Flexibility

    • Hybrid Work Opportunities
    • Flexible Work Hours
  • Office Life and Perks

    • Casual Dress
    • Commuter Benefits Program
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Unlimited Paid Time Off
    • Volunteer Time Off
    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Financial Counseling
    • 401(K)
    • Company Equity
    • Performance Bonus
  • Professional Development

    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Internship Program
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Tuition Reimbursement
    • Lunch and Learns
  • Diversity and Inclusion

    • Founder led
    • Employee Resource Groups (ERG)
    • Diversity, Equity, and Inclusion Program

Company Videos

Hear directly from employees about what it is like to work at BlackRock.