Investment Manager

6 days ago


Andheri East, India Orange HR Full time

Position: Head - Operations

Location: Chakala Andheri East Mumbai
Reporting to: CEO
Experience Required: 8+ years (with core experience in financial markets / deal execution and team leading skills)

About Us

We specialize in strategic advisory, shareholder engagement, and proxy solicitation with a focus on capital markets. As we expand rapidly, we are looking for a passionate, dynamic, and detail-oriented Head - Operations to spearhead our operations, lead cross-functional teams, and be the linchpin between clients, internal teams and external stakeholders.

Role Overview

As Head-Operations, you will be responsible for end-to-end management of our backend operations and project teams. You will:

  • Oversee deal execution and ensure timely delivery of results.
  • Communicate with clients and investment bankers, presenting clear, actionable status reports.
  • Provide strategic direction and leadership across multiple project teams.
  • Bring operational efficiency, maintain strong control over ongoing deals, and report directly to the CEO.

Key Responsibilities

  • Lead and coordinate the day-to-day backend operations.
  • Interface with clients and investment bankers to provide structured deal updates and final presentations.
  • Coordinate with internal teams for timely execution.
  • Manage multiple teams working on projects, ensuring alignment with strategic goals.
  • Track and report KPIs, operational metrics, and execution performance.
  • Collaborate with the CEO to define expansion plans and scale operations efficiently.
  • Ensure quality control and timeliness in all reporting and client deliverables.
  • Contribute actively to business development and investor relations support.

Requirements

  • 8+ years of relevant experience in finance, deal management, or capital markets.
  • Proven track record of managing multi-disciplinary teams across financial services or consulting domains.
  • Strong understanding of stock markets, regulatory dynamics, and deal structures.
  • Excellent communication and presentation skills, especially with senior stakeholders and financial institutions.
  • Ability to manage ambiguity and drive execution in a growth-stage environment.
  • CA and/or MBA in Finance or related field is preferred but not mandatory.

What We Offer

  • A front-row seat in a India's leading consulting firm at a pivotal stage of expansion.
  • Opportunity to shape operational excellence and lead high-impact initiatives.
  • Opportunity to interact with CXOs and Senior Management Team of Corporate Clients.
  • Flat hierarchy, direct mentorship from the CEO, and involvement in strategic decision-making.
  • Competitive compensation and long-term career growth.

Working Time

9.45 am to 6.45pm

Only Sunday off / Mon to Sat compulsory working.

Salary : up to 18 lpa depends on last draw and skills.

If you're not Ohk with the 1 off do not apply.

K0nnect on Sameer

Job Type: Full-time

Pay: ₹1,050, ₹1,552,873.17 per year

Benefits:

  • Provident Fund

Experience:

  • Investment management: 8 years (Required)

Work Location: In person


  • Investment Manager

    7 days ago


    Andheri East, Maharashtra, India Orange HR Full time ₹ 10,50,000 - ₹ 15,52,873 per year

    Position: Head - OperationsLocation: Chakala Andheri East MumbaiReporting to: CEOExperience Required: 8+ years (with core experience in financial markets / deal execution and team leading skills)About UsWe specialize in strategic advisory, shareholder engagement, and proxy solicitation with a focus on capital markets. As we expand rapidly, we are looking for...


  • Andheri East, Maharashtra, India Concept Management Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Role - Senior Manager – Financial StrategyQualification - Chartered Accountant (CA) / Chartered Financial Analyst (CFA)Experience - 10 to 15 YearsPackage - 15 to 20 LPALocation - Andheri East - Mumbai MHIndustry - Steel ManufacturingRole SummaryThe Senior Manager – Financial Strategy will serve as a key advisor to the leadership team, driving strategic...


  • Andheri East, India Concept Management Full time

    Role - Senior Manager – Financial Strategy Qualification - Chartered Accountant (CA) / Chartered Financial Analyst (CFA) Experience - 10 to 15 Years Package - 15 to 20 LPA Location - Andheri East - Mumbai MH Industry - Steel Manufacturing Role Summary The Senior Manager – Financial Strategy will serve as a key advisor to the leadership team, driving...


  • Andheri East, Maharashtra, India FINNOVATE Financial Services Full time ₹ 8,00,000 - ₹ 15,00,000 per year

    Job Title: Financial Planning Specialist / Financial Advisory / Financial Planning ExpertAre you passionate about empowering people with financial knowledge? Do you thrive on helping individuals make smart financial decisions for a secure future? If yes, then this role is for youKey Responsibilities:Build strong relationships with clients by understanding...


  • Andheri East, India FINNOVATE Financial Services Full time

    Job Title: Financial Planning Specialist / Financial Advisory / Financial Planning Expert Are you passionate about empowering people with financial knowledge? Do you thrive on helping individuals make smart financial decisions for a secure future? If yes, then this role is for you Key Responsibilities: Build strong relationships with clients by understanding...

  • Sales Advisor

    2 weeks ago


    Andheri, Mumbai, Maharashtra, India AJ Investment Services Full time

    **(LOCATION: MUMBAI) - **Capital Stock Market NSE, BSE**: - Relationship Manager Equity Sales** **Division - Company Name: AJ Investment Services** - Deep Understanding of Clients Business Objectives and Challenges. - Creating Strategic Recommendations - Building Strong Relationship with our onboard and new clients. - Analyzing Clients Data. - You will act...

  • Marketing Executive

    1 week ago


    Andheri West, Mumbai, Maharashtra, India Alphabet Investment Full time

    **About Us**: Alphabet Investment is seeking an experienced and creative Marketing Executive to join our team. **Responsibilities**: - **1. Content Creation**:_ - Ideate, research, and draft engaging scripts for wealth management pages. - Develop compelling content for social media, blogs, and other marketing channels. - **2. Event Management**:_ - Curate...


  • Goregaon East, Mumbai, Maharashtra, India Colab Cloud Platforms Limited Full time

    *Job Title:* Share Investment Back Office Executive *Reports to:* Investment Operations Manager *Department:* Investment Operations *Job Summary:* *Key Responsibilities:* 1. Process investment transactions, including buying and selling of shares. 2. Maintain accurate records of investment transactions, including trade confirmations and settlements. 3....


  • Andheri, India InvestOnline Full time

    Job description: Key Responsibilities: Client Relationship Management: Build and maintain strong, long-term relationships with clients (individual investors, HNWIs, institutions). Understand clients' financial goals, risk tolerance, and investment preferences. Provide personalized investment advice and recommend appropriate mutual fund schemes (equity, debt,...

  • Investment Compliance

    2 weeks ago


    Goregaon East, Mumbai, Maharashtra, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Worldwide Securities Services (WSS) Summary**: **Department Summary**: Market-leading post-trade compliance reporting services for portfolio risk management. J.P. Morgan's market-leading Compliance Reporting Services enables asset managers, fund sponsors and trustees to efficiently detect and manage violations of client-specified...