Investment Operations Specialist

3 days ago

Ahmedabad, Gujarat, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000
Job Summary:

We seek a seasoned professional to oversee the operational aspects of investment management.

The ideal candidate will manage all administrative tasks related to investment operations, including documentation, KYC, document management systems, execution and recording of transactions, monitoring portfolio performance, and maintaining accurate records for investments in family office portfolios.

This role requires collaboration with internal teams and external stakeholders such as custodians, brokers, and banks.

Key Responsibilities:
SOP Implementation – Finalize, Implement and Monitor defined Standard Operating Procedures in Investment Operations, including reporting on deviations and exceptions
Trade Execution & Settlement : Ensure timely and accurate trade execution across multiple asset classes (equities, fixed income, derivatives, etc.), coordinating with brokers and custodians
Transaction Monitoring : Oversee the settlement of trades, cash movements, and corporate actions, ensuring discrepancies are resolved quickly
Portfolio Reconciliation : Perform daily/weekly reconciliations of accounts, including cash and position reconciliations with custodians and prime brokers

Compliance & Reporting :
Ensure compliance with internal policies, IPS and SOPs.

Coordinate and Exchange required information, details and documents with auditors, regulators, and internal management
Documentation : Manage team executing all necessary documentation pertaining to investment related activities and fund transfers

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