Senior Financial Operations Specialist

3 days ago


Guntur, Andhra Pradesh, India beBeeResearch Full time US$ 90,000 - US$ 1,20,000
Senior Research Analyst Job Description

This role involves overseeing the setup and maintenance of entities across various platforms, ensuring data accuracy and consistency. The position requires working with multiple systems to maintain up-to-date reference data, executing ongoing data cleanup activities as required.

Key Responsibilities
  • Entity Management & Platform Administration: Set up and configure all entities for the business, including those in Luxembourg (Lux) on Diligent. Manage comprehensive reference data setup across multiple platforms and execute ongoing data validation and correction activities as needed.
  • Data Integrity & Reconciliation: Perform regular checks and verifications between all platforms to ensure data accuracy and consistency. Maintain ongoing monitoring and maintenance of data integrity across systems and identify and resolve data discrepancies in a timely manner.
  • Fund Operations & Structure Management: Execute fund structure setup for the business book of operations and organize and maintain legal entity documentation for investments. Support fund lifecycle management from inception through wind-down.
  • Process Improvement & Documentation: Develop and maintain workflow diagrams and process documentation. Lead process reengineering initiatives, starting with the business operations and expanding to other areas. Create and update standard operating procedures for entity management processes and identify opportunities for automation and process optimization.
Required Skills & Qualifications
  • Education & Experience: Bachelor's degree in Finance, Business Administration, or related field and 3–5 years of experience in fund administration, legal entity management, or financial services operations.
  • Technical Skills: Proficiency with Diligent Entities platform and experience with fund administration systems. Advanced Excel skills and database management experience are also required.
Knowledge & Competencies
  • Understanding of Legal Entity Structures and Corporate Governance: Familiarity with regulatory requirements and knowledge of investment fund structures and operations.
  • Leadership & Communication: Strong leadership and communication skills to guide projects, mentor team members, and collaborate with cross-functional teams.


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