Institutional Investment Operations Leadership Position

3 days ago


Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 1,04,000 - ₹ 1,30,878
Job Description

This role involves supervising a team that handles complex transactional tasks. As an Institutional Investment Operations Associate Manager, you will support the lifecycle of Institutional trading while managing a group in one of several key functions.

The position entails:

  • Supervising a team working on complex transactions;
  • Supporting the lifecycle of Institutional trading by managing a group in functions such as client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, and resolving confirmation and ISDA-related issues;
  • Tax form validation, including W-9, W-8BEN, W-BEN-E, ECI, and IMY; Withholding; Cost basis; and IRS Tax reporting;
  • Identifying opportunities for process improvement and risk control development;
  • Collaborating with business partners and various departments to create efficiencies and mitigate risks for the team and organization;
  • Making daily supervisory decisions for a team of analysts and resolving issues related to team supervision, work allocation, and daily operations;
  • Leveraging interpretation of policies, procedures, and compliance requirements;
  • Collaborating with professionals at all levels, including experienced managers;
  • Leading the team to achieve objectives and strategy;
  • Managing the allocation of people and financial resources for the Institutional Investment Operations group;
  • Mentoring and guiding talent development among direct reports and assisting in hiring talent;

Required Qualifications

To be successful in this role, you must have:

  • A minimum of 2 years of experience in Institutional Investment Operations or equivalent, demonstrated through a combination of work experience, training, military experience, or education;
  • A minimum of 1 year of leadership experience.


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