▷ [Urgent Search] Investment Operations

7 days ago


Rājkot, 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.



  • Rājkot, India Axis Mutual Fund Full time

    Job Title: Senior Relationship Manager – Wealth & PCG Department: Sales, Wealth & Family Office Position Grade Range: Basis eligibility and evaluation Location: Ahmedabad Who we Are? Axis Asset Management Company Ltd (Axis AMC), founded in 2009, is one of Indias largest and fastest-growing mutual funds. We proudly serve over 1.3 crore customers across...


  • Rājkot, India CIEL HR Full time

    Job Title Executive - Information Technology IT Department IT Reports to Functional Head Job Purpose To ensure the smooth functioning of all IT systems and infrastructure at the manufacturing plant supporting production operations and administration through timely IT support maintenance and development Key Responsibilities 1 IT...


  • Rājkot, India La Gajjar Machineries Private Limited Full time

    Position : Manager - IB Location : Ahmedabad Function : International Business (IB) Product : Submersible Pumps Experience : 8 - 12 Years Education: Any Graduation Responsibilities 1. Sales and Marketing for International Business 2. Sales Experience in International business Export process of Pump Industry Industrial Pumps, Pipes, Cables ,...


  • Rājkot, India Welspun Transformation Services Limited Full time

    Job Description* As the Team Lead for General Ledger & Financial Accounting (GL&FA) in the GCC region, the incumbent will be responsible for managing and overseeing the entire financial accounting operations of the organization. This includes the production of periodic financial reports, maintenance of an adequate system of accounting records, and a...


  • Rājkot, India Jabil Full time

    At Jabil we strive to make ANYTHING POSSIBLE and EVERYTHING BETTER We are proud to be a trusted partner for the world s top brands offering comprehensive engineering manufacturing and supply chain solutions With over 50 years of experience across industries and a vast network of over 100 sites worldwide Jabil combines global reach with local expertise...


  • Rājkot, India Shipturtle Full time

    Job Title: Sales Executive(SaaS) Job Category: Sales + Marketing Job Location: iHub, Ahmedabad About Us: Shipturtle (www.shipturtle.com) is revolutionizing e-commerce with innovative, collaborative solutions for online retailers. We specialize in creating custom Vertical Marketplaces via Brand Collaborations, simplifying product management, order...


  • Rājkot, India The Real Estate Connect Full time

    The Real Estate ConnectGreetings from The Real Estate CONNECTThe Real Estate CONNECT We thank you for showing interest in connecting with us The Real Estate CONNECT is one of the largest and most professional real estate consultancy We specialize in the western part of Ahmedabad to cater to real estate requirements home loan needs and assisting in...

  • Internal Auditor

    3 days ago


    Rājkot, India Dharmaj Crop Guard Ltd. Full time

    Role :- Internal Auditor - Qualification - CA - Minimum Experience - 3 Years - Preferred Industry - Any Manufacturing Industries (Prefer Agro Chemical ) - Job Location - Head Office - Ahmedabad Key Responsibilities:- 1 The Internal Auditor should be able to design the audit systems and business processes for effective control of business, should be able...


  • Rājkot, India Videowala Productions Full time

    Location: Ahmedabad, India (On-site/Hybrid) About the Role We are looking for a Motion Graphics Artist who thrives on transforming ideas into captivating visual stories. If you have a strong eye for design, love to push creative boundaries, and enjoy collaborating with a dynamic team, this is your chance to make an impact. Key Responsibilities -...


  • Rājkot, India Kyara Consulting Full time

    Printer Repair TechnicianLocation Ahmedabad Experience 2 to 7 Years Employment Type Full-TimePosition Summary We are seeking a skilled and reliable Printer Repair Technician with 2 to 7 years of hands-on experience in diagnosing and repairing various types of printers The ideal candidate should have solid technical knowledge of printer hardware ...