Associate, Investment Operations Associate

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 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.  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. • Work on projects to streamline operations, automate processes, and reduce errors. • Monitor the posting of corporate actions and trades in our internal portfolio accounting system. • Respond to various internal and external client inquiries and requests. • Set up new custodians, platforms, and interfaces. • Ensure continuous process optimization and improvements are in place for a best controlled, risk handled, and scalable operations service team. • Other duties as assigned. Requirements • Bachelor’s degree required. Preferably in business, math, finance or related fields. • 2-5 years of experience in operations at an investment management firm. • Background in portfolio accounting and middle office functions is a must. • Experience in working with long short strategies is preferred. • 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. • Strong proficiency in Microsoft Excel (VLOOKUP, pivot table, formula driven data scrubbing, VBA) is a plus. • Ability to operate/prioritize effectively and adhere to tight deadlines. • Demonstrated ability to be flexible and adapt to changing circumst 
For Sausalito, CA Only the salary range for this position is USD$105,000.00 - USD$137,500.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
 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. Guidance on AI use for