Investment Operations Associate

1 week ago

Mumbai, India dezerv. Full time

**About Dezerv**:
Dezerv. is a wealthtech startup that offers quality investment solutions to successful working professionals. We believe better investing comes with simplicity, lower cost and predictable returns. Our clients deserve bespoke solutions that are delivered through a modern, intuitive platform. At Dezerv., you will be part of an exciting early-stage environment with lots of change and opportunity. We bring decades of experience of advising the wealthiest families in India and globally. You will learn from and collaborate with team members from leading global institutions such as IIFL Wealth, Uber, Anand Rathi, J.P. Morgan etc. Join us in our mission to deliver smart solutions to deserving investors.

**About the Role**:

- Managing the operational work for various products like MFs, Structured Products, PMS and AIFs.
- Work on all aspects of third party products execution including trade initiation, execution and reconciliation.
- Prepare and analyze daily/weekly/monthly operational reports and metrics.
- Handle miscellaneous operational activities.
- Help build scalable and efficient operational solutions.

**What We're Looking For**:

- Experience of 3-5 years in wealth management operations.
- In-depth understanding of Wealth Spectrum and BSE-Star.
- Exceptional excel and analytical skills.
- Interest in and knowledge of financial markets and securities.

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