CrawlJobs Logo

Analyst, Client Operations

blackrock.com Logo

BlackRock Investments

Location Icon

Location:
India , Mumbai

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

Job Description:

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 our clients, from wealth advisors to family offices to endowments and foundations. We are rapidly growing and seeking SMA Operations Analysts. This role will have the opportunity to influence significant change and create a lasting impact. The ideal candidates will demonstrate strong operations problem-solving abilities, meticulous attention to detail, and exceptional organizational skills.

Job Responsibility:

  • Onboarding of new SMA client accounts within BlackRock’s retail channels
  • Accurate and timely responses to all requests coming into the SMA New Accounts Onboarding team from internal partners & external clients
  • Collaborate with sales and relationship teams to clarify business requirements for successful client onboarding
  • Foster positive relationships with our internal collaborators (Sales, Portfolio Managers) by actively listening to their needs and consistently delivering results for the firm
  • Manage time between day-to-day responsibilities and project involvement
  • Liaise with senior management in weekly/monthly meetings

Requirements:

  • Demonstrated 1-3+ years of experience/knowledge with financial investing and wealth management
  • Experience directly or indirectly supporting Retail & Institutional clients
  • Self-motivated, creative thinker with a solutions-oriented approach to problem-solving
  • Excellent written and verbal communication skills
  • Capacity to work in a fast-paced environment

Nice to have:

  • Technical skills in several of the following are a plus: JavaScript, Python, SQL, and VBA
  • Knowledge BLK Aladdin, Salesforce, and accounting systems is a plus
What we offer:
  • Strong retirement plan
  • Tuition reimbursement
  • Comprehensive healthcare
  • Support for working parents
  • Flexible Time Off (FTO)

Additional Information:

Job Posted:
February 20, 2026

Expiration:
February 27, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Analyst, Client Operations

Client Onboard Intermediate Analyst

The Client Onboard Intmd Analyst is a developing professional role. Deals with m...
Location
Location
Japan , Tokyo
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2-5 years of experience in Documentation review, Account Maintenance and related Cash products preferred
  • Demonstrated interpersonal skills, pro-active team player but also able to work independently, with exceptional written and verbal communication skills
  • Highly motivated, persistent, and able to work in a structured, high volume, time sensitive, high-risk environment
  • Capable of prioritizing and eager to learn multiple products in a challenging environment
  • Fast learner, strong attention to detail, and willingness to go extra mile
  • Proficient in Microsoft Office Applications
  • Exposure to Client interaction
  • Proficient in handling urgent and escalation cases and manage client and internal team expectations
  • Proficient knowledge of Japanese and English (written and spoken)
  • Bachelor's/University degree or equivalent experience
Job Responsibility
Job Responsibility
  • Responsible for customer interaction, documentation issuance, review and system setups
  • Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues
  • Performs day to day management of the account opening and maintenance processing
  • Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams
  • Determines new work procedures, analyzes complex and variable issues with significant departmental impact
  • Ensures consistent delivery of high quality service to customers through meeting or exceeding customer expectation guided by service level agreements and efficiency/accuracy standards
  • Ensures awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices
  • Establishes and maintains close working relationship with clients and within team
  • Embarks on continuous on the job training for end to end product knowledge
  • Understands client requirements and implement them correctly
  • Fulltime
Read More
Arrow Right

Operations Analyst Graduate Programme

2-year rotational programme designed to give you depth and breadth of experience...
Location
Location
Japan , Tokyo
Salary
Salary:
Not provided
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Undergraduate student with an anticipated graduation date between September 2026 - March 2027
  • Minimum GPA of 3.2
  • Customer-driven attitude
  • Ability to quickly adapt to change and learn new technologies
  • Passion for hunting out what’s new on the market and how it can improve what you do
  • Tech savvy, curious and creative disruptive approach
  • Ability for turning complex data into easily understood insights
  • Happy talking to anyone
Job Responsibility
Job Responsibility
  • Perform KYC tasks while following standard procedures related to Client Due Diligence and AML policies
  • Monitor real time transaction flow, trade updates and exception queues to ensure timely and accurate trade representation across systems
  • Work on incident, problem and change management issues to improve services across the bank
  • Support continuous improvement of the operational process and the development of best practices
  • Provide support for cleared derivatives, performing daily reconciliation of related fees
  • Undertake a range of complex customer and product related processing activities
  • Participate in training and development programs to enhance skills and knowledge
What we offer
What we offer
  • Paid holiday and vacation
  • Competitive pay
  • Private medical care
  • Disability assurance
  • Flexible working
  • Life assurance
  • Voluntary benefits
  • Retirement planning
  • Fulltime
Read More
Arrow Right

Kyc Operations Analyst

The KYC Operations Analyst 2 is responsible for Anti-Money Laundering (AML) moni...
Location
Location
Mexico , Ciudad De Mexico
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 0-2 years of relevant experience
  • experience in banking operations, preferably in the client account opening and pre-requirements process
  • Bachelor's degree/University degree or equivalent experience.
Job Responsibility
Job Responsibility
  • Conduct client profile reviews for customer accounts
  • review all information and documentation ensuring compliance with local regulation and Citi standards
  • update KYC forms and client profiles according to policy requirements
  • follow up with clients to ensure information is received before due dates
  • perform KYC tasks, including monitoring and tracking of the KYC records and Appendix approval process, assisting with the development and execution of action planning for expiring records, and ensuring records are not past due
  • appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
What we offer
What we offer
  • Equal opportunity employer
  • career growth opportunities
  • work-life balance support.
  • Fulltime
Read More
Arrow Right

Know Your Customer Intermediate Operations Analyst

The KYC Operations Analyst 2 is an intermediate-level position responsible for A...
Location
Location
Mexico , Ciudad De Mexico
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 0-2 years of relevant experience
  • Experience in banking operations, preferably in the client account opening and pre-requirements process
  • Bachelor's degree/University degree or equivalent experience
Job Responsibility
Job Responsibility
  • Conduct client profile reviews for customer accounts
  • Review all information and documentation ensuring compliance with local regulation and Citi standards
  • Update KYC forms and client profiles according to policy requirements
  • Follow up with clients to ensure information is received before due dates
  • Perform KYC tasks, including monitoring and tracking of the KYC records and Appendix approval process
  • Assist with the development and execution of action planning for expiring records
  • Ensure records are not past due
  • Appropriately assess risk when business decisions are made
  • Drive compliance with applicable laws, rules and regulations
  • Adhere to Policy
  • Fulltime
Read More
Arrow Right

KYC Operations Analyst

The KYC Operations Analyst 2 is an intermediate-level position responsible for A...
Location
Location
Philippines , City of Taguig
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 0-2 years of relevant experience
  • can speak, read and write in Japanese fluently
  • experience in banking operations, preferably in the client account opening and pre-requirements process
  • bachelor's degree/university degree or equivalent experience
Job Responsibility
Job Responsibility
  • conduct client profile reviews for customer accounts
  • review all information and documentation ensuring compliance with local regulation and Citi standards
  • update KYC forms and client profiles according to policy requirements
  • follow up with clients to ensure information is received before due dates
  • perform KYC tasks, including monitoring and tracking of the KYC records and Appendix approval process
  • assist with the development and execution of action planning for expiring records
  • ensure records are not past due
  • appropriately assess risk when business decisions are made
  • demonstrate consideration for the firm's reputation
  • safeguard Citigroup, its clients and assets by driving compliance with applicable laws, rules and regulations
What we offer
What we offer
  • equal opportunity employer
  • reasonable accommodation for persons with disabilities
  • Fulltime
Read More
Arrow Right

Alts Data Operations Analyst

The role is part of the Alternatives Data Ops team, responsible for the human-in...
Location
Location
India , Pune
Salary
Salary:
Not provided
addepar.com Logo
Addepar
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Overall 3-10 years of experience working in similar role
  • Work experience in the financial investment/advisory industry with strong knowledge of capital markets, middle/back-office operations systems
  • Preferably with experience dealing with Alternatives (Private/Draw-down) Funds data, including knowledge of capital account statements, capital calls, and distribution notices
  • Track record of demonstrating excellent attention to detail, effective problem-solving skills, and an ability to thrive in a fast paced environment
  • Outstanding communication and interpersonal skills for engaging clients, data providers, and internal stakeholders
  • Highly self-motivated to take on responsibility, forward thinking and pragmatic, and possess a collaborative team-player mentality
  • Technical skills preferred in any or all of the following: Microsoft Excel, Google Suite, Atlassian Jira/Confluence, and Salesforce
  • Willing to work flexible hours
  • Applicants must have legal authorization to work in the country where this role is based on the first day of employment
Job Responsibility
Job Responsibility
  • Manage Alternatives Data processing for Addepar clients
  • Troubleshooting Private Fund statements processing exceptions
  • Modifying document data that has been incorrectly extracted by machine learning models
  • Partnering with Machine Learning Operations team to identify and relabel documents for model retraining
  • Engaging clients, GPs, or Fund Admins to address statement data related inquiries and issues
  • Onboard new clients to determine and establish the ownership structure of clients’ Private Fund positions
  • Help maintain Alternatives Data Operations workflow procedures and play-books
  • Partner with Sales, Account Managers, and Solutions Architects to drive alignment on account related issues
  • Collaborate with Product and Engineering to implement new processes and tooling features
What we offer
What we offer
  • Reasonable accommodation for individuals with disabilities
  • Fulltime
Read More
Arrow Right

Business Operations Analyst

This role focuses on business strategy, consulting, process improvement, and inv...
Location
Location
Puerto Rico , Aguadilla
Salary
Salary:
Not provided
https://www.hpe.com/ Logo
Hewlett Packard Enterprise
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Advanced university degree (e.g., MBA) or demonstrable equivalent
  • Typically 5-8 years work experience in project management, supply chain or/and inventory management
  • Extensive expertise in SAP S/4, particularly in Production Planning, Warehouse Management, and Material Management
  • Advance level in English and mastery in local language
  • Excellent analytical thinking, analysis, and problem solving skills
  • Ability to summarize abstract ideas clearly and independently manage project objectives
  • Extensive knowledge of Microsoft Office (Excel, PowerPoint, Word, etc)
  • Very strong verbal and written communication skills, including negotiation, presentation, and influence
  • Superior group facilitation
  • Excellent project management skills, including project structuring
Job Responsibility
Job Responsibility
  • Identifies research, tools, and analyses required to achieve objectives for multiple workstreams or projects
  • Manages cross-functional teams and communications to facilitate projects and ensure timely delivery to clients
  • Manages the development of project guidelines, contingency plans, objectives, and deliverables
  • Consults with business leaders on a wide range of issues related to the strategy formulation process and related projects
  • Manages a broad range of moderately complex supply chain processes, such as inventory analysis, manufacturing processes and logistics management
  • Identifies opportunities for process improvement and develops recommendations
  • Independently execute Manufacturing System and SAP Inventory Transactions (Warehouse and Shipping) Monitoring Tasks
  • Provide Manufacturing System and SAP Inventory Transactions (Warehouse and Shipping) consulting to customers: Supply Chain, Engineers, Manufacturing, Finance-Inventory, 3PL (Warehouse and Shipping)
  • Support Business Testing Requests related to Manufacturing System and SAP
  • Perform root cause analysis for issues identified/reported and provide resolution within the service level model defined. Including the opening of tickets to HPE IT/InfoSys/UST/DXC and follow-up to get appropriate resolution as needed
What we offer
What we offer
  • Health & Wellbeing
  • Comprehensive suite of benefits that supports physical, financial, and emotional wellbeing
  • Personal & Professional Development
  • Specific programs catered to career growth
  • Unconditional Inclusion
  • Inclusive work environment celebrating individual uniqueness.
  • Fulltime
Read More
Arrow Right

Financial Operations Analyst

The Finance Operations Analyst must demonstrate an ability to communicate both w...
Location
Location
United States , New York
Salary
Salary:
42.50 USD / Hour
aus.com Logo
Allied Universal®
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School diploma or equivalent (e.g., GED)
  • Licensing requirements are subject to state and/or local laws and regulations and may be required prior to employment
  • No prior work history required
  • Proficient computer skills including Microsoft Office
  • Ability to work in an environment where there is an expectation for constant learning
  • Effective oral and written communication skills
  • Active listening skills
  • Ability to identify critical issues quickly and accurately
  • Acute attention to detail and evaluative thinking skills
  • Problem Solving
Job Responsibility
Job Responsibility
  • Support global financial plans, events and special requests for the Client
  • Track and process invoices for vendors, reconcile final bills, and oversee budget workups and recaps as well as track all in Ariba as needed for accuracy and payment
  • Manage global budget for the client’s multiple programs under the Corporate Security Business Unit
  • Serve as finance support for global budgets, including compiling, and analyzing all financial information
  • Support In the completion of budgetary forecasting based on previous year’s financial information and future projections
  • Special programs - tracking of billing. planning and implementation
  • Assist in preparation and analysis of annual budgets and long-range financial plans/projections
  • Review, track, and process global PO requests ensuring purchases are within budget
  • Maintain quarterly variance
  • Review and verify accuracy of financial and contract paperwork and processes
What we offer
What we offer
  • Medical, dental, vision, basic life, AD&D, and disability insurance
  • Enrollment in our company’s 401 (k) or Supplemental Income Plan, subject to eligibility requirements
  • Eight paid holidays annually, five sick days, and four personal day
  • Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.
  • Fulltime
Read More
Arrow Right