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Senior Investment Operations Professional
3 weeks ago
Lead Operations Specialist
Our organization seeks a skilled professional to join its investment team in Mumbai. This hybrid role requires working at least three days a week in the office and supports day-to-day responsibilities for the local team.
The selected candidate will be responsible for liaising with external stakeholders, developing process improvements, and reviewing financial statements and fund reports. They will also execute investor capital calls and distributions, support the audit of funds, and provide knowledge of fund structures and portfolio solutions.
Key qualifications include minimum 6 years of experience in funds or asset management, an understanding of core fund operations, and practical experience with various asset classes. The ideal candidate should be proactive, result-driven, and have strong academic background in Accounting/Finance/Economics or related field.
Responsibilities
- Act as lead specialist for the Mumbai team to support their day-to-day responsibilities
- Liaise with external stakeholders such as fund administrators, investment managers, and auditors
- Develop and drive process improvement initiatives to enhance quality and efficiency
- Review financial statements and fund reports
- Execute investor capital calls and distributions
- Support the audit of the funds
- Have a strong risk focus with emphasis on building processes that are controlled and an oversight model that is proactive and robust
- Ensure accurate and up-to-date maintenance of supporting procedures and be responsible for on-boarding and refresher training for team members
- Be able to research investment regulations and fund structures, interpret key points as they apply to our business, and summarise in a clear and succinct manner to aid training and development of the team
- Be able to cover work items for team members during times of absence
- Challenge and encourage team members to challenge existing processes to always ensure value add and remove any inefficiencies in processes
- Lead all reporting, including but not limited to regulatory and expense reporting, regulator filings, and oversight responsibilities of the various teams while ensuring compliance deadlines and internal SLAs are met 100%
- Ensure sufficient scrutiny and reconciliation of service provider calculations as part of oversight processes to identify issues and errors
- Support the NAV monitoring process for the Dublin team
- Support exception reporting for cash breaks, position breaks, pricing, trade settlements etc
- Support the Financial Statement audit process
- Monitor delivery timelines and ensure deadlines being met
- Execute and oversee the responsibilities of the teams in line with SLAs and agreed KPIs
- Support the advancement of our Operating Model as we adapt to the needs of new client types
What you need to have:
- 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
- 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
- Strong IT skills (PowerPoint, Excel, Word) & strong aptitude for learning and adapting to new technologies
- Strong project management skills desirable
Why us?
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being
