About this role

Team Overview
BlackRock Separately Managed Accounts (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 wirehouses and wealth advisors to family offices to endowments and foundations.

About the Role
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 Specialist who can support middle office functions for our tax managed strategies.

Responsibilities
- Manage end-to-end account lifecycle activities, including onboarding, maintenance, transitions, terminations, and operational readiness reviews for SMA platforms.
- Perform daily cash, position,



corporate action, and data integrity reconciliations, investigating exceptions and partnering with custodians, clients, sponsors, portfolio managers, and internal teams to ensure timely resolution.
- Oversee corporate actions and data quality controls, including validation of mandatory and voluntary events, monitoring custodian data feeds, and maintaining data integrity through SQL-based reviews and exception management.
- Demonstrate robust ownership and leadership by managing priorities independently, executing maker-checker controls, mitigating operational risks, maintaining documentation and SOPs, and fostering a culture of accountability, continuous improvement, and cross-functional collaboration.
- Deliver exceptional client experience by responding to client inquiries, managing operational requests, and building strong relationships with clients and business partners.
- Drive operational

📌 Investment Operations Specialist, US Wealth Advisory, Associate (Mumbai)
🏢 BlackRock
📍 Mumbai