Business Operations Associate

About the team 

The Central Operations team works on driving day-to-day operations, process improvements, automation and reporting across all business lines at smallcase.

We collaborate closely with Product, Customer Experience (CX), Business, and Compliance teams by sharing relevant reports that capture on-ground issues and process gaps—helping drive informed decisions and continuous improvements across the board.

About the role

As a Business Operations Associate, you will play a key role in executing daily operations, identifying process gaps, and collaborating across teams to improve efficiency, support business growth, and contribute to product development from the ground up.

What you'll be doing: 

• Collaborate with the internal (product, technology, compliance, customer support) teams and external stakeholders to solve any blockers

• Maintain daily/weekly/monthly trackers and reports to capture on-ground activities, track performance metrics and provide visibility to relevant stakeholders

• Contribute to product development by providing insights based on day-to-day operations/processes

• Identify bottlenecks and process improvements, and find solutions to them

• Prepare and maintain documentation for operational procedures, ensuring that processes are well-documented and easily accessible to team members

What we look for in you: 

• 0-1 year of experience with an eagerness to learn and stay updated on operational practices

• Proficiency in using MS Office applications, particularly Excel, for data analysis and reporting

• Excellent verbal and written communication skills

• Comfortable working with multiple stakeholders and teams to drive the desired level of performance

• Prior experience working in wealth tech or AMC space in mutual funds or US equities operations would be a plus

Nice to-haves:

• Have a detail-oriented, proactive, diligent and self-disciplined mindset

• Have time management skills and a strong sense of ownership to generate high-quality outputs

• Have technical aptitude and the ability to understand and explain complex concepts in simple terms. 

• Have an eagerness to learn about the company's products and their capabilities. 

• Can equally comfortable with long-term planning and day-to-day progress tracking and execution

• Can demonstrate the ability to analyze problems logically

• Have excellent verbal and written communication skills

About smallcase

At smallcase, we are changing how India invests. smallcase is a leading provider of investment products & platforms to over 10 million Indians. We're a young, driven team of 250+ headquartered in Bangalore. smallcase was founded in July 2015 by three IIT Kharagpur graduates, Vasanth Kamath, Anugrah Shrivastava and Rohan Gupta.

smallcase has been focused on offering innovative investing experiences & technology. Our platforms are used by over 300 of India's largest financial brands and most respected institutions. We are backed by world-class investors including top-tier funds, institutions and operators from the capital markets space who believe in our mission of enabling better financial futures for every Indian.

Life at smallcase

We are not just building a business, we are making a long-lasting impact both in the wealth & assets landscape with our unique technology & expanding ecosystem. Over the last 9 years, our team, products, and platforms have grown and so have our ambitions.

Innovation remains at the heart of what we do. Our other core values are transparency, integrity & long-term thinking. Our key asset has always been our people, and we empower individuals to build and do some of the best work in their lifetimes at smallcase. Flexibility, ownership and constant feedback loops are some of the ways we keep evolving the working environment.