Associate, Aperio Trade Operations Associate
Company: BlackRock, Inc.
Location: Sausalito
Posted on: June 12, 2021
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Job Description:
Description About this role About Aperio At Aperio (part of BlackRock), our strategies are designed to
put our clients' and their clients' interests at the center of our
investment advice; to minimize costs and taxes; and to incorporate
each client's unique environmental, social, and governance (ESG)
preferences. We are a purposefully growing
quantitative/index-tracking investment management business
specializing in managing customized equity portfolios tax
efficiently. At Aperio, we work hard and move quickly as a well-coordinated,
collaborative team whose exceptional people are focused on
providing extraordinary client service. If you are looking for an
opportunity to grow and contribute in a fun, industry-disruptive,
fast-paced environment, Aperio is the place for you. About this Role We are adding to our Portfolio Management team and are looking
for a Trade Operations Associate who is bright, motivated,
articulate, and has a sense of humor. This is an excellent
opportunity for someone interested in gaining experience in the
finance industry. Ideal candidates will have excellent
problem-solving skills, a high degree of attention to detail, and
excellent organizational skills. This is a great opportunity to
work for an established investment management firm. Our headquarters is in Sausalito, California, only one block
from the beautiful harbor. It's a short, 20-minute drive from much
of San Francisco (opposite the normal commute), and many of our
team members are spread throughout San Francisco, the North Bay,
and East Bay. Key Responsibilities: Support the Portfolio Management and Trading teams operational
workflows Review and validate incoming client trade and analysis
requests Manage Salesforce based request dashboards and workflows Assign client trade and analysis requests to Portfolio Managers
and Traders Reply to diverse internal and external requests in a timely
manner Account set-up and monitoring for foreign security
settlement Manage post trade allocations and research trade breaks Maintain client commission schedules Effectively document and maintain operational processes Participate in projects to enhance and improve the client
experience Work on projects to improve the automation and efficiency of the
Portfolio Management and Trading operational processes Qualifications: BA/BS required Minimum 3+ years prior work experience 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 high degree of integrity with the ability to handle
confidential matters Capacity to work in a fast-paced environment Advanced Microsoft Office capabilities Collaborative attitude is a must Familiarity with Salesforce a plus Our benefits To help you stay energized, engaged and inspired, we offer a
wide range of benefits including a strong retirement plan, tuition
reimbursement, comprehensive healthcare, support for working
parents and Flexible Time Off (FTO) so you can relax, recharge and
be there for the people you care about. About BlackRock At BlackRock, we are all connected by one mission: to help more
and more people experience financial well-being. Our clients, and
the people they serve, are saving for retirement, paying for their
children's educations, buying homes and starting businesses. Their
investments also help to strengthen the global economy: support
businesses small and large; finance infrastructure projects that
connect and power cities; and facilitate innovations that drive
progress. This mission would not be possible without our smartest
investment - the one we make in our employees. It's why we're
dedicated to creating an environment where our colleagues feel
welcomed, valued and supported with networks, benefits and
development opportunities to help them thrive. For additional information on BlackRock, please visit
careers.blackrock.com | www.blackrock.com/corporate | Instagram:
@blackrock | Twitter: @blackrock | LinkedIn:
www.linkedin.com/company/blackrock BlackRock is proud to be an Equal Opportunity and Affirmative
Action Employer. We evaluate qualified applicants without regard to
race, color, national origin, religion, sex, sexual orientation,
gender identity, disability, protected veteran status, and other
statuses protected by law. We recruit, hire, train, promote, pay, and administer all
personnel actions without regard to race, color, religion, sex
(including pregnancy, childbirth, and medical conditions related to
pregnancy, childbirth, or breastfeeding), sex stereotyping
(including assumptions about a person's appearance or behavior,
gender roles, gender expression, or gender identity), gender,
gender identity, gender expression, national origin, age, mental or
physical disability, ancestry, medical condition, marital status,
military or veteran status, citizenship status, sexual orientation,
genetic information, or any other status protected by applicable
law. We interpret these protected statuses broadly to include both
the actual status and also any perceptions and assumptions made
regarding these statuses.BlackRock will consider for employment
qualified applicants with arrest or conviction records in a manner
consistent with the requirements of the law, including any
applicable fair chance law.
Keywords: BlackRock, Inc., San Francisco , Associate, Aperio Trade Operations Associate, Other , Sausalito, California
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