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Associate, Aperio Trade Operations Associate

Company: BlackRock, Inc.
Location: Sausalito
Posted on: June 12, 2021

Job 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

  • Other duties as assigned


  • 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

  • Trade operations experience 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 | | Instagram: @blackrock | Twitter: @blackrock | LinkedIn:

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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