Role Overview:
We are looking for a detail-oriented Fund Operations Analyst to support the Derivatives team, managing investor onboarding and core operational processes. The role involves handling end-to-end account opening, coordinating with investors, brokers, and custodians, ensuring accurate documentation and data management, and assisting with trade-related reconciliations, reporting, and ongoing operational activities to ensure smooth and efficient execution within the derivatives setup.
Key Responsibilities
Investor Onboarding & Account Opening
-
Manage the end-to-end account opening process for new investors.
-
Coordinate with investors to collect and verify required documents (KYC, bank details, agreements, etc.).
-
Ensure all documentation is complete, accurate, and submitted on time.
-
Follow up consistently with investors and intermediaries to avoid delays.
-
Coordinate with brokers/custodians for account activation and setup.
Investor Communication
-
Act as a point of contact for investors during onboarding.
-
Communicate clearly regarding:
-
documentation requirements
-
onboarding timelines
-
next steps
-
Ensure a smooth and professional onboarding experience for every investor.
Operational Coordination
-
Work closely with brokers, custodians, and internal teams to ensure seamless execution.
-
Track onboarding status across multiple investors simultaneously.
-
Maintain a clear pipeline of:
-
pending accounts
-
documents received
-
accounts under process
-
completed activations
Data & Process Management
-
Maintain accurate records of all onboarding-related data and documents.
-
Update internal trackers and dashboards regularly.
-
Ensure all onboarding activities are properly documented.
Support to Fund Operations
-
Assist in basic operational tasks such as:
-
tracking inflows
-
updating investor records
-
coordinating with the fund accounting team
What We’re Looking For
Background
-
Bachelor’s degree in Commerce, Finance, or related field.
-
0–2 years of experience in operations, onboarding, or client servicing roles.
-
Strong attention to detail, accuracy, and analytical thinking.
-
Ability to work in a fast-paced, deadline-driven environment with a sense of ownership.
Skills
-
Strong communication skills (written and verbal).
-
Ability to follow up consistently and close loops.
-
High attention to detail and accuracy.
-
Good proficiency in Excel and handling trackers.
-
Ability to manage multiple tasks simultaneously.
Mindset
We are looking for someone who:
-
Is extremely process-oriented and disciplined
-
Is comfortable doing follow-ups and coordination work daily
-
Takes ownership of getting things done end-to-end
-
Communicates clearly and professionally with investors
-
Does not let tasks remain incomplete
What You’ll Get
-
Exposure to investor onboarding and real-world operations
-
Direct interaction with investors, brokers, and internal teams
-
Hands-on experience in building operational processes
-
Clear growth path within operations and investor management
Benefits
-
Professional Growth: Opportunity to work closely with senior leadership and gain exposure to high-calibre investors, family offices, and institutional clients.
-
Learning & Development: Access to continuous training across communication, financial markets, and investment products to accelerate career progression.
-
Fast-Growing Organization: Be part of a high-growth investment management firm where performance is recognized and rewarded.
-
Collaborative Culture: Work with a driven, intellectually curious team in an environment that values ownership, meritocracy, and excellence.
-
Prime Office Location: Conveniently located in Lower Parel with excellent connectivity and a modern, well-maintained workspace.
