Senior Investment Operations Specialist

1 day ago

Ahmedabad, Gujarat, India beBeeInvestmentOperations Full time ₹ 8,00,000 - ₹ 12,00,000

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

The ideal candidate will handle and/or manage a team responsible for all administrative aspects of 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.

Manage team executing all necessary documentation pertaining to investment related activities and fund transfers, including documents that require adherence to regulatory requirements.

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