
Investment Operations Specialist, US Wealth Advisory
1 week ago
About this role
Team and Role Overview
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 a Vice President of SMA Operations to lead our India-based team. This leader will oversee a cross-functional group focused on seamless client onboarding and operational execution for managed accounts. The role involves close collaboration with global stakeholders and a relentless pursuit of innovation, automation, and a client first approach.
Key Responsibilities
- Lead and grow the India SMA Operations team with a focus on operations support, scalability, and client delivery. Drive scalable growth, identifying process gaps and designing future-ready workflows that balance risk control, automation, and continuous improvement.
- Drive seamless onboarding and service for managed accounts by partnering with global stakeholders across Sales, Portfolio Management, and Relationship teams.
- Ensure daily operational oversight of account reconciliation, proxy voting, corporate actions, and custodial data management.
- Act as the central bridge between India and US teams, establishing clear communication and fostering alignment on business priorities.
- Strengthen external partnerships with custodians, brokers, banks, and vendors, resolve operational issues swiftly and maintain trusted relationships on behalf of the firm.
- Develop and implement operational metrics to evaluate team performance, project future needs, and inform resource planning.
- Represent India Operations at senior leadership forums, contributing market relevant insights, sharing progress against objectives, and championing initiatives that enhance the client and employee experience.
- Model BlackRock's principles including fiduciary mindset, excellence, innovation, and global collaboration in every decision and interaction.
- 10-12+ years of experience in investment operations, client onboarding, or asset management, with at least 5 years in a management role.
- Deep understanding of platforms, custodial services, trade settlement, and reconciliation processes.
- Strong working knowledge of Aladdin reconciliations is required.
- Knowledge of Salesforce, and accounting systems is a plus.
- Track record of operational improvement, including automation, scalability, and risk mitigation.
- Self-motivated, creative thinker with a solutions-oriented approach to problem-solving.
- Excellent written and verbal communication skills.
- Passion for client-centric service, continuous learning, and modeling leadership behaviors.
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.
Our hybrid work model
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
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 @blackrock | Twitter: @blackrock | LinkedIn:
BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.
-
Wealth Development Executive
7 days ago
Borivli, Maharashtra, India beBeeRelationship Full time ₹ 1,04,000 - ₹ 1,30,878Job OverviewWe are seeking an experienced Wealth Relationship Manager to join our team. This role will be responsible for managing banking and investment relationships of high net worth individuals, driving growth in liabilities and investment business.Key ResponsibilitiesRelationship Management: Manage banking and investment relationships of clients,...
-
Analyst, Investment Operations Specialist
4 days ago
Borivli, Maharashtra, India BlackRock Full time US$ 1,04,000 - US$ 1,30,878 per yearAbout this roleTeam OverviewBlackRock 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 our clients, from wealth advisors to family offices to endowments and foundations.About this RoleWe are...
-
Associate Investment Officer
1 week ago
Borivli, Maharashtra, India World Bank Group Full time US$ 90,000 - US$ 1,20,000 per yearAssociate Investment Officer - Private Equity Funds Job #: req34109Organization: IFCSector: InvestmentGrade: GF Term Duration: 3 years 0 months Recruitment Type: Local RecruitmentLocation: Mumbai,IndiaRequired Language(s): EnglishPreferred Language(s):Closing Date: 9/12/2025 (MM/DD/YYYY) at 11:59pm UTC Description IFC—a member...
-
Core Operations
17 hours ago
Borivli, Maharashtra, India State Street Full time US$ 80,000 - US$ 1,20,000 per yearWho we are looking forAs an Income COE Officer, the ideal candidate will support and assist Client Operations and other operational Shared Service teams/ Center of Excellence (COE's) by monitoring and processing custody, accounting, middle office related events to the fund's records accurately and timely. Ensure prompt follow up on exception situations and...
-
Associate, Business Advisory Services
1 week ago
Borivli, Maharashtra, India Ares Management Corporation Full time US$ 80,000 - US$ 1,20,000 per yearOver the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming,...
-
Principal Infrastructure Operations
1 week ago
Borivli, Maharashtra, India Nomura Holdings, inc. Full time ₹ 9,00,000 - ₹ 12,00,000 per yearOverview:Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and...
-
Investment Accounting, Tech
2 weeks ago
Borivli, Maharashtra, India BlackRock Full time US$ 80,000 - US$ 1,20,000 per yearAbout this roleAre you an Investment Accounting professional searching for a rewarding, significant, multi-faceted opportunity with the world's largest asset manager? If you pride yourself on building positive relationships, developing process solutions and bringing strategic visions to fruition, then look no further BlackRock is pursuing an Analyst to...
-
Associate, Investment Accounting
1 week ago
Borivli, Maharashtra, India Ares Management Corporation Full time US$ 90,000 - US$ 1,20,000 per yearOver the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming,...
-
Associate Investment Officer
1 week ago
Borivli, Maharashtra, India World Bank Group Full time US$ 90,000 - US$ 1,20,000 per yearAssociate Investment Officer - Disruptive Technologies (DAIS) Job #: req34207Organization: IFCSector: InvestmentGrade: GF Term Duration: 0 years 9 months Recruitment Type: Local RecruitmentLocation: Mumbai,IndiaRequired Language(s): EnglishPreferred Language(s):Closing Date: 9/8/2025 (MM/DD/YYYY) at 11:59pm UTC DescriptionBuild a...
-
Advisory, Vice President
3 days ago
Borivli, Maharashtra, India Goldman Sachs Full time ₹ 15,00,000 - ₹ 20,00,000 per yearJob Description Investment Banking Divisionworks on some of the most complex financial challenges and transactions in the market today. Whether advising on a merger, providing financial solutions for an acquisition, or structuring an initial public offering, we handle projects that help clients at major milestones. We work with corporations, pension...