Analyst, SMA Investment Operations Analyst jobs in United States
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BlackRock · 1 month ago

Analyst, SMA Investment Operations Analyst

positionSausalito, CA
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level
money$86K/yr - $105K/yr

BlackRock is a leading global investment management firm dedicated to helping clients achieve financial well-being. The Investment Operations Analyst will support middle office functions for tax managed strategies by performing daily cash and position reconciliation and collaborating with various partners to resolve operational issues.

Asset ManagementCrowdfundingFinancial ServicesFinTechReal Estate Investment
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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
 Respond to and process corporate action notifications across all Aperio managed accounts via email, fax, and various custodial websites
 Reply to diverse external and internal requests in a timely and professional manner
 Work on projects to streamline operations, automate processes, and reduce errors
 Effectively document and maintain processes
 Other duties as assigned

Qualification

Bachelor’s degreeAdvanced Microsoft OfficeAttention to detailProblem-solving skillsOrganizational skillsMultitasking skillsWritten communicationVerbal communicationInterpersonal skillsCollaborative attitude

Required

Bachelor's degree required. Preferably in business, math, finance or related fields
Strong attention to detail and accuracy
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
A high degree of integrity with the ability to handle confidential matters
Capacity to work in a fast-paced environment

Benefits

Healthcare
Leave benefits
Retirement benefits
Strong retirement plan
Tuition reimbursement
Support for working parents
Flexible Time Off (FTO)

Company

BlackRock

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BlackRock is an investment company that offers its services to institutions, intermediaries, foundations, and individual investors.
dateFounded in 1988
location
New York, New York, USA
people-size10001+ employees
web-link
http://www.blackrock.com

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

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Andrew Leba
Vice President & Legal Counsel
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Mike Strug
Vice President
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Recent News

Livemint.com
Layoffs news: Meta, BlackRock, Citigroup to fire hundreds of employees — and it's just the first month of 2026
2026-01-14
Straits Times
BlackRock cuts hundreds of jobs, trimming about 1% of staff
2026-01-14
Investing.com
BlackRock to cut around 250 jobs in latest layoffs
2026-01-14
Company data provided by crunchbase