Analyst, Junior Operations Analyst - Aperio

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 staff and are looking for a Junior Operations Analyst who is bright, articulate, and has a sense of humor. This is an entry-level position and 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 a growing investment management firm.

This position is based in Sausalito, CA.

Key Responsibilities

• Download and archive custodial statements for all accounts monthly

• Review incoming faxes and mailings daily

• Process proxy voting for accounts through manual ballots or online as needed

• Respond to and process corporate action notifications across all Aperio managed accounts via email, fax, and various custodial websites

• Reply to diverse external and internal requests in a timely and professional manner

• Work on miscellaneous projects (billing, performance, and investment operations departments) to streamline operations, automate processes, and reduce errors

• Participate in projects to enhance the client experience

• Effectively document and maintain processes

• Other duties as assigned

Qualifications

• BA/BS required

• 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 collaborative attitude is a must

• Advanced Microsoft Office capabilities

• A high degree of integrity with the ability to handle confidential matters

• Capacity to work in a fast-paced environment

#EarlyCareers

For California only the salary range for this position is $66,500 – $80,000. Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.

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 3 days in the office each week, with the flexibility to work from home up to 2 days a week; some business groups may require more time in the office due to their roles and responsibilities. Beginning in September, all employees will shift to at least 4 days in the office per week, with the flexibility to work from home 1 day a week. 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.