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Strong employer brand, metro location, and a generalist early-mid operations role drive high applicant competition.
High because role requires portfolio accounting and investment operations domain expertise.
Explicit 1–3 years and investment operations experience impose moderate shortlisting filters.
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Manage end-to-end client account lifecycle for Separately Managed Accounts (SMA) including onboarding, maintenance, and termination ensuring accuracy and adherence to company policies.
Collaborate with internal and external stakeholders to ensure smooth communication, issue resolution, and maintain service standards.
Process daily and ad hoc trades accurately in compliance with company policies and procedures, supporting team agility as backup resource across operations.
MBA in Finance.
1-3 years of professional experience in portfolio accounting/investment operations including client onboarding for SMAs.
Proficient in MS Office applications including Excel, Word, PowerPoint, and SharePoint.
Work location requires in-office presence at least 3 days a week with possible flexibility for 2 days WFH; shift timings: 4:45 PM - 1:15 AM IST.
Demonstrates high organizational acumen and attention to detail for managing complex account operations.
Capable of independent work following established policies with proactive issue resolution and creative thinking.
Comfortable working under pressure with multiple priorities and collaborating effectively across cross-functional teams.