Manager – Operations and Client Services – Financial Operations

3 weeks ago


Bengaluru, Karnataka, India People Realm Recruitment Services Private Limited Full time

Operations and Client Services Manager - Financial Operations

A global investment management firm seeks a detail-oriented professional to support its institutional asset management group , which develops systematic equity and multi-asset class investment strategies.

Key Responsibilities:
  • Oversee fund operations, investor transactions, and mandate changes.
  • Act as the primary operational contact for investors, counterparties, and internal teams.
  • Manage investor reporting, ensure accuracy, and streamline workflows.
  • Lead process improvements, automation, and technology-driven reporting solutions.
  • Collaborate across teams, including investing, corporate development, compliance, and software development.
Qualifications: Basic:
  • A CA or Master's in Finance with 5-10 years' experience in fund operations/client services.
  • Strong project management, problem-solving, and communication skills.
  • At least 1 year of team management experience with a track record in process optimization.
  • Proficiency in Microsoft Excel.
Preferred:
  • Knowledge of investor transactions, counterparty relationships, and hedge fund accounting.
  • Experience with Tableau, Power BI, or similar reporting tools.


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