Investment Team Lead

4 days ago

Alleppey, Kerala, India beBeeAsset Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

Seeking a seasoned professional to lead the investments team in Mumbai. The role involves a hybrid work setup with at least three days of office attendance per week.

Key Responsibilities:
  • Act as lead specialist for the Mumbai team, supporting day-to-day responsibilities.
  • Liaise with external stakeholders including 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.

Requirements:

  • 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.
  • Proactivity and desire to see things done efficiently via a 'right first time' approach.
  • Results-focused with a high degree of attention to detail.

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