Investment Operations Manager – Family Office

7 days ago

Bhopal, Madhya Pradesh, India Altus Family Office LLP Full time ₹ 5,50,000 - ₹ 6,50,000 per year

About Us:

We are a boutique Multi-Family Office serving Ultra-High-Net-Worth families and business owners. We offer end-to-end solutions in a highly personalised and confidential environment.

Key Responsibilities:

Client Operations & Servicing

  • Manage end-to-end client onboarding, including KYC documentation and account setup across platforms (PMS, AIF, broking, etc.)
  • Coordinate execution of investment instructions, redemptions, and asset transfers- Maintain and update client-specific mandates, investment preferences, and restrictions

Data, Reporting & Systems

  • Ensure timely reconciliation and maintenance of portfolio data across platforms- Prepare consolidated performance reports, including XIRR, asset allocation, and capital movement summaries
  • Work on internal reporting tools such as Google Sheets, Looker Studio, and CRM platforms

Compliance & Administration

  • Manage internal documentation, including SOPs, NDAs, service agreements, and operational policies
  • Ensure records are audited
  • ready and aligned with regulatory and internal compliance standards

Vendor & Relationship Management

  • Coordinate with external stakeholders such as banks, brokers, PMS/AIF/Mutual Fund partners
  • Liaise with legal and tax advisors for filings, regulatory structuring, and estate planning matters

Qualifications & Skills:

  • Postgraduate degree in Finance, Commerce, or a related field
  • 2-5 years of relevant experience in operations within a wealth management, family office, or financial services environment
  • Strong working knowledge of investment products including Mutual Funds, PMS, AIFs, Bonds, and Structured Products
  • Proficient in Excel/Google Sheets, CRM tools, and automation platforms
  • Strong attention to detail, organizational ability, and a high degree of confidentiality and professionalism

Job Type: Full-time

Pay: ₹550, ₹650,000.00 per year

Schedule:

  • Day shift

Supplemental Pay:

  • Performance bonus
  • Yearly bonus

Ability to commute/relocate:

  • Bopal, Ahmedabad, Gujarat: Reliably commute or planning to relocate before starting work (Preferred)

Application Question(s):

  • Do you have prior experience in a Family Office or UHNI-focused wealth management setup?
  • Do you have an exposure to compliance frameworks and reporting automation systems?
  • Rate yourself between 1-10 for Excel knowledge.
  • Rate yourself between 1-10 for knowledge of the Financial Market and its instruments.

Work Location: In person

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