
Fund Operations and Client Service Director
2 weeks ago
Job Overview:
We are seeking an experienced Operations and Client Services Manager to oversee our fund operations and client servicing teams. The ideal candidate will possess a strong background in finance, excellent communication skills, and the ability to manage multiple priorities effectively.
Key Responsibilities:
- Oversee fund launches, investor transactions, and mandate changes to ensure seamless execution
- Act as primary contact for operational matters with internal and external stakeholders
- Lead reporting workflows and manage investor reporting end-to-end to deliver accurate results
- Drive change management and tech projects to streamline processes and improve efficiency
Requirements:
- CA or Master's in Finance with 5+ years of experience in fund operations or client servicing
- Strong communication, problem-solving, and leadership skills to motivate team members
- Minimum 1 year of team management experience to lead and develop high-performing teams
- Proficient in MS Excel; familiarity with Power BI or Tableau preferred to analyze data and make informed decisions
What We Offer:
A dynamic work environment that fosters growth, learning, and collaboration among team members. Opportunities to develop new skills, take on challenging projects, and contribute to the success of our organization.
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