Senior Investment Professional

4 days ago

Amrāvati, Maharashtra, India beBeeLeadership Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Job Title

We are seeking a seasoned professional to join our team as Lead Specialist. This role will be based in Mumbai, India.

This is a hybrid position that requires working at least three days a week in the office.

The successful candidate will have:

  • Lead specialist responsibilities for the Mumbai team to support their day-to-day operations.
  • Liaise with external stakeholders such as fund administrators, investment managers, and auditors.
  • Develop and drive process improvement initiatives to enhance quality and efficiency.
  • Play a key role in a new team, working closely with colleagues in other locations.
  • Review financial statements and fund reports.
  • Execute investor capital calls and distributions.
  • Support the audit of the funds.
  • Have a strong understanding of fund structures and portfolio solutions to support Mumbai team members in query resolution and task delivery.
  • Be able to research Investment Regulations and Fund Structures, interpret key points as they apply to the business, and summarise in a clear and succinct manner.
Requirements

To be successful in this role, you will need:

  • Funds or Asset Management experience within a leading Asset Manager or Administrator (minimum 6 years' experience) with an understanding of core Fund Operations, including Fund Accounting, Middle Office, and Transfer Agency.
  • Practical experience and knowledge of various asset classes, including securities, loans, derivatives, and pooled funds.
  • Experience in Private Markets / Private Equity Fund accounting.
  • Strong academic background in Accounting/Finance/Economics or related field essential.
  • Excellent verbal and written communication skills; the ability to communicate complex issues in a simple and coherent manner.
What We Offer

We offer:

  • A competitive salary and benefits package.
  • Ongoing training and development opportunities.
  • A dynamic and inclusive work environment.
  • The opportunity to work on challenging projects and contribute to the growth and success of the business.
About Us

We are a global leader in helping clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.

We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

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