Investment Operations Manager

3 days ago

Mumbai, India EqClique Full time

Company Description

EqClique is a membership community established by Equalifi for sophisticated investors. We offer customized education programs, networking events, investing insights, and a diverse range of alternative investments.


Role Description

This is a full-time on-site role as an Investment Operations Manager at EqClique. The Investment Operations Manager will be responsible for overseeing and managing day-to-day investment operations. This includes managing investment transactions, monitoring investment portfolios, conducting financial analysis, and ensuring compliance with regulatory requirements.


Key Responsibilities:

1. Oversee day to day operations of the financial advisory and financial products distribution firm.

2. Coordinate with various teams to complete tasks in a timely manner

3. Monitor and analyze Operational data and Reports for enhancing operational efficiency

4. Develop and maintain strong relationships with asset management companies, clients and all stakeholders to ensure mutually beneficial partnerships.

5. Drive the digitization and automation of operational processes to enhance efficiency and accuracy.


Qualifications and Skills:

1. Bachelor's or Master's degree in finance, business administration, or a related field.

2. At least 6 MONTHS of experience in operations management, preferably in the mutual fund distribution industry or any finance industry.

3. Basic knowledge of investment products, processes, and regulations in India.

4. Strong managerial skills and multi-tasking skills.

5. Excellent analytical and problem-solving abilities, with a keen eye for detail.

6. Proven track record of implementing process improvements and driving operational excellence.

7. Good understanding of technology and its integration within operational processes.

8. Exceptional communication and interpersonal skills to collaborate with internal and external stakeholders effectively.

9. Ability to work in a fast-paced and dynamic environment, handling multiple priorities simultaneously.

10. Certification or additional qualification in mutual funds or operations management will be an added advantage.


Interested candidates can mail the resume to careers@equalifi.org.

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