Investment Operations Specialist, US Wealth Advisory, Associate
Core
Manage end-to-end account lifecycle activities, perform daily reconciliations, and oversee data quality controls for BlackRock's tax-managed separately managed accounts (SMA) platforms.
Role type
Middle office investment operations specialist
Builds
Tax-managed separately managed accounts (SMA) platforms for wealth advisors, family offices, endowments, and foundations
Domain
Wealth management / Investment operations
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Account lifecycle management, cash and position reconciliation, corporate action processing, data integrity validation, SQL, risk and control execution, maker-checker controls, client relationship management, process improvement, Excel proficiency
Preferred skills
Aladdin platform experience, Python or VBA for automation, tax lot management, separately managed accounts (SMA) support
Technologies
Aladdin, SQL, Excel, VBA, Python
Responsibilities
Manage onboarding, maintenance, transitions, and terminations for SMA accounts; Investigate and resolve reconciliation breaks and data discrepancies; Oversee corporate actions and data quality controls; Execute maker-checker controls and maintain audit-ready documentation; Respond to client inquiries and manage operational requests; Drive process improvements through automation and workflow optimization
Seniority
Mid-level, hands-on IC