Current jobs related to Operations Investment Professional - Mumbai, Maharashtra - beBeeInvestment


  • Mumbai, Maharashtra, India beBeeInvestment Operations Manager Full time ₹ 30,00,000 - ₹ 50,00,000

    Job Opportunity",">This position involves overseeing the lifecycle activities of various financial instruments, including leveraged loans, CLOs, private debt, and collective investments.",">The successful candidate will be responsible for ensuring the accurate processing and settlement of these transactions, as well as maintaining relationships with key...


  • Mumbai, Maharashtra, India Samarthya Investment Advisors Full time

    Job DescriptionFull-Time Opportunity: Venture Capital Investment Analyst at SamarthyaLocation: Nariman Point, Mumbai/ Bangalore / ChennaiCommitment: Full-timeRequirements:NISM Series XIX-D exam (For Cat I and II AIF )About UsSamarthya (https://www.samarthya.co.in/) is an early-stage venture capital firm focused on investing in high-potential startups in...


  • Mumbai, Maharashtra, India Samarthya Investment Advisors Full time

    Full-Time Opportunity: Venture Capital Investment Analyst at SamarthyaLocation: Nariman Point, Mumbai / Bangalore / ChennaiCommitment: Full-time Requirements: NISM Series XIX-D exam (For Cat I and II AIF )About Us Samarthya (https://www.samarthya.co.in/) is an early-stage venture capital firm focused on investing in high-potential startups in deeptech,...


  • Mumbai, Maharashtra, India beBeeInvestment Full time US$ 12,00,000 - US$ 14,00,000

    Leadership Opportunity in Investment OperationsWe are seeking an experienced professional to oversee the management of investment operations. The successful candidate will be responsible for designing and implementing automation solutions, collaborating with internal stakeholders, and building tools to streamline processes.Key ResponsibilitiesDevelop and...

  • Acaipl Investment

    2 weeks ago


    Mumbai, Maharashtra, India Acaipl Investment & Financial Services Private Ltd Full time

    About Us:Areion Assets Management Private Limited is an investment manager to a SEBI Registered Category II and Category I Alternative Investment Fund. Areion AMC has successfully launched 4 no. of schemes under Cat II & 3 schemes under Cat I- SSF.The AMC has applied for 1 new scheme under Cat I with SEBI having target corpus of INR 500 crores.Job Summary:We...


  • Navi Mumbai, Maharashtra, India beBeeExpert Full time ₹ 32,90,000 - ₹ 46,10,000

    Investment Advisory LeaderRole Overview:We seek an experienced professional to spearhead and grow our investment advisory business.Key Responsibilities:Develop and implement comprehensive investment strategies for clients, focusing on portfolio performance and risk management.Provide expert advice to clients, ensuring all recommendations are aligned with...

  • Acaipl Investment

    1 week ago


    Mumbai, Maharashtra, India Acaipl Investment & Financial Services Private Ltd Full time

    About UsAreion Assets Management Pvt Ltd is a group company of "Areion". Areion Group comprises a portfolio of financial services companies focused on supporting borrowers facing financial distress.Areion Asset Management Pvt Ltd is an investment manager to SEBI-registered Category I and Category II AIFs. The company has successfully launched 4 schemes under...


  • Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,50,00,000

    Infrastructure Investment ProfessionalWe are seeking a highly skilled and experienced Infrastructure Investment Professional to join our team.The ideal candidate will have a deep understanding of the infrastructure landscape, including valuation models, market nuances, and regulatory requirements.New Deal Opportunity Analysis:Conduct thorough analysis of new...


  • Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 12,00,000

    Investment Operations SpecialistWe are seeking a highly skilled Investment Operations Specialist to join our team. The successful candidate will be responsible for performing NAV reconciliation, producing accurate and timely investment operations reports, and monitoring daily NAVs.About the RolePerform NAV (Net Asset Value) reconciliation by working closely...


  • Mumbai, Maharashtra, India Tata AIA Life Full time

    Job DescriptionRole descriptionDated: June 07, 2023A Position OverviewPosition TitleExecutive - Investments Operations - Back OfficeDepartmentInvestments Operations - Finance & AccountsLevel/ BandSenior Executive (CA Fresher / 1-2 years experience)1. Role Summary:1. Responsible for Banking, Settlement and Accounting of Investments activities and facilitating...

Operations Investment Professional

3 weeks ago


Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 13,49,000 - ₹ 24,91,000

Job Role:

We are seeking an experienced investment professional to join our team as a Senior Operations Specialist. In this role, you will be responsible for ensuring the smooth operation of our investment activities from morning cash flows to daily EOD activities.

Key Responsibilities:

  • Responsible for the end-to-end process of investment operations, including trade settlement, fund accounting, and daily NAV declaration.
  • Ensures compliance with regulatory and internal norms/limits on a day-to-day basis related to deal settlement for all asset classes.
  • Develops and implements SOP Back Office to enhance operational efficiency.
  • Manages various investments audits and ensures smooth closure.
  • Liaises with banks and custodians to ensure timely completion of transactions.

Required Skills and Qualifications:

  • Technical skills: Proficiency in SAP IMS, Excel, and communication tools.
  • Behavioral skills: Interpersonal, communication, creative thinking, supervising/leadership, teamwork, influencing, relationship building, and decision-making skills.

Desirable Qualifications:

  • Chartered Accountant (CA).
  • Advanced Excel skills and writing macros.

Experience:

  • Minimum 3-4 years in the Life Insurance industry.