Investment Operations Manager
3 days ago
Key Responsibilities
- Manage investment documentation (conditions precedent/subsequent, warrants, charge filings, escrow setup, covenants, notary & stamp papers, etc.) in coordination with legal, fund management, and issuers.
- Oversee regulatory & compliance filings including CERSAI, MCA, and other statutory requirements.
- Coordinate with portfolio companies for MIS, financial data, and valuation inputs; work with valuers for periodic valuation exercises.
- Monitor and track payments, repayments, coupon flows, and warrants exercise
- Maintain and update MIS, trackers, approvals, and audit documentation for smooth operations and transparency.
- Liaise with trustees, legal counsel, and external advisors for investment-related activities.
- Ensure adherence to internal policies, regulatory norms, and operational best practices.
Key Skills & Competencies
- Strong understanding of Asset Management, PE, CRE, and Investment Operations.
- Knowledge of legal documentation, KYC, and compliance requirements.
- Excellent coordination, stakeholder management, and tracking skills.
- Strong analytical ability and attention to detail.
- Proficiency in MS Excel and MIS reporting.
- Ability to deliver under tight timelines and multiple priorities.
Qualification & Experience
- Graduate/Postgraduate/MBA/CA/CS.
- Minimum 4- 5 years of post-qualification experience in investment operations / asset management.
- Exposure to legal documentation and compliance in investment transactions will be an added advantage.
Regards,
Team HR
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