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.

BlackRock 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 wealth advisors to family offices to endowments and foundations.

Responsibilities

• Onboarding and servicing of client accounts for the APAC/EMEA regions.
• Collaborate with clients, custodians, and other internal partners to resolve issues.
• Deliver superior client experience to clients, including understanding client needs, fielding and responding to client queries.
• Collaborate on projects to streamline operations, automate processes, and reduce errors.
• Set up current custodians, platforms, and interfaces.
• Other duties as assigned.
• Act as a primary coordinator across cross‑functional teams to ensure timely and accurate delivery of initiatives.
• Develop, document, and maintain Standard Operating Procedures (SOPs) to support scalable, repeatable, and controlled operations.
• Proactively identify process gaps, risks, and inefficiencies, and drive solutio

📌 Associate , Client Onboarding Specialist, SMA (Separately Managed Accounts) Solutions (Mumbai)
🏢 BlackRock
📍 Mumbai