Investment Operations Lead (3-5 yrs)

Job title: Investment Operations Lead

Qualification: Chartered Accountant or CFA

Experience: 2-4 yrs

Location: Bangalore

Job responsibilities:

1. Manage investment operations for India funds

a. Ensure the investments data is well-organized, accurate, and updated in a timely manner

b. Manage investment operations data architecture, processes, templates, and best practices standards

2. Lead process to deliver investor reports for India funds

a. Deliver quarterly LP reports on-time with high-quality and accurate data and helpful analysis

b. Deliver annual impact and ESG reports

c. Deliver other special investor reports

3. Support India investments transactions and ongoing compliance

a. Ensure transactions information is well organized, complete, and post transaction follow-ups are taken care of

b. Proactively monitor ongoing investments compliance and resolving in-bound investments-related requests

4. Support fundraising efforts with investment information and analysis

a. Manage fund and portfolio performance and forecast data, analysis and reports

b. Support fund and portfolio marketing with data, analysis and reporting including special requests from particular investors

5. Contribute to global investment systems

a. Collaborate with various stakeholders to develop and implement investment operations best practices across the organization

b. Lead administration of our portfolio management tools

Skills required:

1. Excellent written and oral communication skills

2. Ability to effectively balance, prioritize, and manage many simultaneous projects to successful completion

3. Resourceful with an entrepreneurial spirit and the ability to find information that is not readily available

4. Ability to quickly and effectively analyze and synthesize complex information, exercising advanced critical thinking to deliver recommendations and solutions.

5. Self-directed and comfortable asking questions and taking the initiative to get projects completed accurately and on time.

6. Full proficiency in digital tools including spreadsheets, presentations, and other state-of-the-art SaaS tools for information sharing & communications

7. A strong work ethic and willingness to work as needed to accomplish projects on timelines