Head of Financial Operations Specialist

2 days ago


Ahmedabad, Gujarat, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

**Job Summary:**

We are seeking a seasoned investment professional to oversee and optimize operational processes supporting the investment team.

**Key Responsibilities:**

  • Develop and implement Standard Operating Procedures in Investment Operations, including reporting on deviations and exceptions.
  • Ensure timely and accurate trade execution across multiple asset classes (equities, fixed income, derivatives, etc.), coordinating with brokers and custodians.
  • Oversee the settlement of trades, cash movements, and corporate actions, ensuring discrepancies are resolved quickly.
  • Perform daily/weekly reconciliations of accounts, including cash and position reconciliations with custodians and prime brokers.
  • Ensure compliance with internal policies, IPS and SOPs. Coordinate and exchange required information, details and documents with auditors, regulators, and management.
  • Manage all necessary documentation pertaining to investment related activities and fund transfers.

The successful candidate will possess excellent communication, organizational, and problem-solving skills, with the ability to work effectively in a fast-paced environment.



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