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Tier-1 employer, mid-level operations role in Bangalore with common skillset increases candidate competition.
Role requires investment management operations experience, making cross-industry transfers difficult.
Explicit 5–6 years operations/investment experience and domain-specific skills raise shortlisting strictness.
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Manage end-to-end client onboarding, account implementation, and fund launch activities for separate accounts and commingled funds adhering to Service Level Expectations.
Maintain and validate client hierarchy, relationship, funding, and reference data, resolving data gaps and ensuring data integrity across multiple systems like APM, Bloomberg, RKS, and PORTIA.
Drive operational excellence including process improvements, automation initiatives using Microsoft Copilot and AI tools, and mentor team members while managing stakeholder relationships.
5-6 years of experience in investment management and investment operations.
Bachelor’s degree required; MBA preferred.
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Teams, SharePoint) and experience leveraging Microsoft Copilot, AI tools, and digital automation solutions.
Work Experience Required: 5-6 years in investment management operations.
Experienced in managing complex client implementation processes in investment management or asset servicing firms.
Skilled in using and integrating multiple financial and operational systems for client onboarding and account setup.
Demonstrates capability in applying digital automation tools and AI-based solutions to improve operational workflows and reporting quality.