Head of Financial Services

21 hours ago

Ahmedabad, Gujarat, India beBeeInvestmentOperations Full time ₹ 50,00,000 - ₹ 80,00,000
Job Description

We are seeking an experienced Head of Investment Operations to oversee the management and optimization of operational processes supporting our investment team.

The ideal candidate will handle 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 our family office portfolio.

Main Responsibilities
  1. Finalize, implement, and monitor defined Standard Operating Procedures in Investment Operations, including reporting on deviations and exceptions.
  2. Ensure timely and accurate trade execution across multiple asset classes (equities, fixed income, derivatives, etc.), coordinating with brokers and custodians.
  3. Oversee the settlement of trades, cash movements, and corporate actions, ensuring discrepancies are resolved quickly.
  4. Perform daily/weekly reconciliations of accounts, including cash and position reconciliations with custodians and prime brokers.
  5. Ensure compliance with internal policies, IPS, and SOPs. Coordinate and exchange required information, details, and documents with auditors, regulators, and internal management.
  6. 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.
  7. Maintain and update databases, ensuring all data related to transactions, holdings, and performance is accurately captured and reported.
  8. Assist in portfolio performance analysis and generate periodic performance reports for internal review.
  9. Liaise with third-party service providers, such as custodians, fund administrators, and banks, to ensure operational efficiency.
  10. Identify opportunities for improving operational processes and implementing new procedures to enhance efficiency.
Qualifications
  • 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.
  • 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.
  • 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.

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