Associate, Investment Operations Associate jobs in United States
cer-icon
Apply on Employer Site
company-logo

BlackRock · 1 day ago

Associate, Investment Operations Associate

BlackRock is a leading investment management firm dedicated to helping clients achieve financial well-being. They are seeking an Investment Operations Associate to support middle office functions for tax managed strategies, ensuring efficient operations for various client portfolios.

Asset ManagementCrowdfundingFinancial ServicesFinTechReal Estate Investment
check
H1B Sponsor Likelynote

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

Qualification

Bachelor's degreeInvestment operations experiencePortfolio accountingMicrosoft ExcelProblem solvingAttention to detailTeam collaborationFlexibility

Required

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
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 circumstances

Preferred

Experience in working with long short strategies
Strong proficiency in Microsoft Excel (VLOOKUP, pivot table, formula driven data scrubbing, VBA) is a plus

Benefits

Annual discretionary bonus
Healthcare
Leave benefits
Retirement benefits
Strong retirement plan
Tuition reimbursement
Comprehensive healthcare
Support for working parents
Flexible Time Off (FTO)

Company

BlackRock

company-logo
BlackRock is an investment company that offers its services to institutions, intermediaries, foundations, and individual investors.

H1B Sponsorship

BlackRock has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (18)
2024 (34)
2023 (8)
2022 (37)
2021 (31)
2020 (27)

Funding

Current Stage
Public Company
Total Funding
$6.59B
Key Investors
Ariel Yehezkel
2025-06-20Post Ipo Equity· $0.02M
2025-03-27Post Ipo Debt· $1.08B
2024-07-17Post Ipo Debt· $2.5B

Leadership Team

leader-logo
Andrew Leba
Vice President & Legal Counsel
linkedin
leader-logo
Mike Strug
Vice President
linkedin
Company data provided by crunchbase