Investment Operations

3 weeks ago

Ahmedabad, Gujarat, India Resolute Corp Full time
Job Summary:

We are looking for an experienced Head of Investment Operations to manage and optimize operational processes supporting the investment team. The ideal candidate will handle and/or manage a team handling all administrative aspects of investment operations including documentation, KYC, document management systems, execution and recording of transactions, monitoring portfolio performance, and maintaining accurate records for investments in family office portfolio. This role requires collaboration with internal teams and external stakeholders such as custodians, brokers, and banks.

Key Responsibilities:

- SOP Implementation – Finalize, Implement and Monitor defined Standard Operating Procedures in Investment Operations, including reporting on deviations and exceptions
- Trade Execution & Settlement: Ensure timely and accurate trade execution across multiple asset classes (equities, fixed income, derivatives, etc.), coordinating with brokers and custodians
- Transaction Monitoring: Oversee the settlement of trades, cash movements, and corporate actions, ensuring discrepancies are resolved quickly
- Portfolio Reconciliation: Perform daily/weekly reconciliations of accounts, including cash and position reconciliations with custodians and prime brokers.
- Compliance & Reporting: Ensure compliance with internal policies, IPS and SOPs. Coordinate and Exchange required information, details and documents with auditors, regulators, and internal management
- Documentation: Manage team executing all necessary documentation pertaining to investment related activities and fund transfers, including account opening, KYC, etc. Maintain detailed and accurate records of transactions, processes, and operational procedures, including accounts with various brokers, wealth managers, and international accounts, ensuring compliance with audit requirements.
- Investment Data Management: Maintain and update databases, ensuring all data related to transactions, holdings, and performance is accurately captured and reported.
- Performance Monitoring: Assist in portfolio performance analysis and generate periodic performance reports for internal review.
- Relationship Management: Liaise with third-party service providers, such as custodians, fund administrators, and banks, to ensure operational efficiency.
- Process Improvement: Identify opportunities for improving operational processes and implementing new procedures to enhance efficiency.

Qualifications:

- Education: Bachelor's degree in Finance, Accounting, Business, or a related field. A Master's degree or professional qualifications such as CFA/CAIA would be a plus.
- Experience: Minimum 5 years of experience in investment operations, fund administration, or a related field with an Asset Management Company or Wealth Manager or Broker / Dealer.
- Skills:
- Strong analytical, communication and problem-solving skills.
- Proficiency with portfolio management systems, Microsoft Excel, and investment platforms.
- Understanding of financial instruments, market structures, and regulatory environments.
- Excellent attention to detail and organizational skills.
- Ability to work collaboratively in a team environment while managing multiple tasks.

  • Investment Operations

    4 weeks ago

    Ahmedabad, Gujarat, India Resolute Corp Full time

    Job Summary: We are looking for an experienced Head of Investment Operations to manage and optimize operational processes supporting the investment team. The ideal candidate will handle and/or manage a team handling all administrative aspects of investment operations including documentation, KYC, document management systems, execution and recording of...

  • Investment Operations

    2 weeks ago

    Ahmedabad, Gujarat, India Resolute Corp Full time

    Job Summary: We are looking for an experienced Head of Investment Operations to manage and optimize operational processes supporting the investment team. The ideal candidate will handle and/or manage a team handling all administrative aspects of investment operations including documentation, KYC, document management systems, execution and...

  • Investment Operations

    2 weeks ago

    Ahmedabad, Gujarat, India Resolute Corp Full time

    Job Summary:We are looking for an experienced Head of Investment Operations to manage and optimize operational processes supporting the investment team. The ideal candidate will handle and/or manage a team handling all administrative aspects of investment operations including documentation, KYC, document management systems, execution and recording of...

  • Investment Portfolio Manager

    2 weeks ago

    Ahmedabad, Gujarat, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000

    Job Summary: We are seeking a seasoned Investment Operations Manager to oversee and optimize operational processes supporting the investment team.We require an individual who can handle all administrative aspects of investment operations, including documentation, KYC, document management systems, execution and recording of transactions, monitoring portfolio...

  • Investment Coordinator – NMTC

    3 weeks ago

    Ahmedabad, Gujarat, India SourceIN Solutions Full time

    About the RoleWe are seeking a detail-oriented and proactive Investment Coordinator to support NMTC (New Markets Tax Credits) investments and clients. This role offers the opportunity to contribute to impact-driven finance projects that strengthen low-income communities while also developing skills in transaction support, compliance, and asset management.The...

  • Investment Coordinator – NMTC

    3 weeks ago

    Ahmedabad, Gujarat, India SourceIN Solutions Full time

    About the Role We are seeking a detail-oriented and proactive Investment Coordinator to support NMTC (New Markets Tax Credits) investments and clients . This role offers the opportunity to contribute to impact-driven finance projects that strengthen low-income communities while also developing skills in transaction support, compliance, and asset...

  • Investment Coordinator – NMTC

    2 weeks ago

    Ahmedabad, Gujarat, India SourceIN Solutions Full time

    About the RoleWe are seeking a detail-oriented and proactive Investment Coordinator to support NMTC (New Markets Tax Credits) investments and clients. This role offers the opportunity to contribute to impact-driven finance projects that strengthen low-income communities while also developing skills in transaction support, compliance, and asset management.The...

  • Co-Founder With Investment

    2 weeks ago

    Ahmedabad, Gujarat, India Armax Business Solutions Full time

    Company DescriptionCo-Founder with Investment (Rs. 10 Lakhs) at Armax Business SolutionsRole DescriptionThis is a full-time on-site role for a Co-Founder with Investment at Armax Business Solutions, located in Ahmedabad. The Co-Founder will be responsible for overseeing the development and execution of strategic plans, managing daily operations, driving...

  • Chief Investment Strategist

    2 weeks ago

    Ahmedabad, Gujarat, India beBeeFinancialExpert Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

    We are seeking an experienced Financial Expert to join our team, playing a key role in analyzing financial data and supporting strategic decision-making.Key Responsibilities:Analyze financial data across asset classes, including equities, fixed income, private equity, real estate, and alternative investments.Build and maintain comprehensive financial models...

  • Co-Founder With Investment

    2 weeks ago

    Ahmedabad, Gujarat, India Armax Business Solutions Full time

    Company DescriptionCo-Founder with Investment (Rs. 10 Lakhs) at Armax Business SolutionsRole DescriptionThis is a full-time on-site role for a Co-Founder with Investment at Armax Business Solutions, located in Ahmedabad. The Co-Founder will be responsible for overseeing the development and execution of strategic plans, managing daily operations, driving...