Associate , Investment Operations Specialist, SMA (Separately Managed Accounts) Solutions
BlackRock (company site, opens in a new tab)3–5 yrsMumbaiOn-siteDirect career pageEst. 12–18 LPA
Posted 12h ago
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Job description
Structured overview of role & requirements
About This Role
- Support middle-office operations for Separately Managed Accounts portfolios, focusing on cash and position reconciliation, exception management, and operational controls.
- Manage operational priorities by investigating reconciliation breaks, resolving data discrepancies, and coordinating issue escalation across multiple internal and external partners.
- Drive continuous process improvement including workflow automation, maintaining audit-ready documentation, and contributing to standard operating procedures and knowledge sharing.
Minimum Requirements
- 3-5 years experience in investment operations, middle-office operations, portfolio operations, fund accounting, or related financial services; exposure to separately managed accounts preferred.
- Working knowledge of trade lifecycle elements: positions, cash, securities, corporate actions, tax lots, pricing, reconciliation, exception management, and post-trade controls.
- Strong risk and control mindset including adherence to SOPs, audit-ready evidence maintenance, and managing sensitive portfolio data.
- Excellent communication skills and proficiency with investment-management platforms and advanced Excel; experience with VBA, Python, Power BI, or workflow automation is preferred but not mandatory.
Ideal Candidate Profile
- Experienced in handling operational complexities within investment or portfolio management environments, especially in separately managed or tax-managed accounts.
- Detail-oriented and able to independently manage multiple competing priorities while meeting deadlines and escalating risks proactively.
- Skilled in collaborating with cross-functional teams including portfolio management, technology, custodians, and operations partners to ensure data integrity and efficient portfolio operations.