We are seeking a highly analytical and technology-oriented professional to support the Investment and Operations teams, This role focuses on driving business analytics, automation, and AI-driven process improvement initiatives within asset management/ Fund operations
It is designed for candidates who enjoy solving operational problems using technology, building scalable workflows, improving data visibility, and driving efficiencies across investment operations processes.
Role
- Fund Operations and Fund Accounting activities
- Business analytics
- Operational intelligence
- Process automation
- Workflow optimization
- Implementation of AI-enabled solutions
The ideal candidate will possess a strong ownership mindset, intellectual curiosity, and the ability to independently execute projects in a fast-paced environment. We are looking for individuals who combine analytical thinking, operational understanding, a strong technology orientation, and an interest in AI-led transformation. The candidate should be proactive, detail-oriented, and comfortable taking ownership of projects and processes.
Key Responsibilities
Fund Operations & Accounting Support
- Support day-to-day Fund Operations and Fund Accounting activities across Funds and managed Accounts.
- Assist in NAV review and reporting processes.
- Coordinate with Fund Administrators, Custodians, Auditors, and Tax Advisors.
- Support reconciliation, trade settlement monitoring, and operational exception management.
- Assist in maintaining operational and accounting records for Funds and Clients.
- Support regulatory filings, audit coordination, and ad-hoc operational projects as required.
Business Analytics & Automation
- Support the Investment and Operations teams through business analytics, reporting, and automation initiatives.
- Design, develop, and maintain dashboards, MIS reports, and analytical models for operational and investment-related data.
- Identify process inefficiencies and independently drive automation and optimization projects.
- Leverage AI tools and emerging technologies to improve operational workflows, reporting accuracy, and productivity.
- Participate in the implementation of scalable technology solutions across operational and analytical functions.
- Work with APIs, databases, and reporting tools to streamline data flow and enhance decision-making capabilities.
- Build and enhance data validation, exception monitoring, and control frameworks.
- Support development of internal data infrastructure and automated reporting ecosystems.
- Collaborate with stakeholders across Operations, Investments, Finance, and external service providers to improve process efficiency and reporting capabilities.
- Continuously evaluate new AI and automation tools relevant to the business.
Requirements
Qualifications & Experience
- 3-5 years of relevant experience in Business Analytics, Fund Operations, Fund Accounting, and/or Operational process improvement roles.
- B.Com, Post Graduate degree, CA Intermediate, or equivalent qualification in Commerce, Finance, Accounting, or Business Analytics.
Core Skills
- Strong analytical and problem-solving ability.
- Advanced proficiency in Microsoft Excel.
- Strong written and verbal communication skills, stakeholder management, and coordination skills.
- High attention to detail and structured thinking.
Technology & Automation Orientation
- Strong interest in AI tools, automation, and workflow optimization.
- Experience with tools such as Power BI, Tableau, SQL, APIs, Python, workflow automation platforms, or similar technologies will be an advantage.
- Ability to independently drive automation and process improvement initiatives.
Desired Differentiators
- Curiosity toward technology and AI applications in finance.
- Ability to identify inefficiencies and build practical solutions.
- Ownership mindset with strong execution capabilities.
- Comfort operating in a fast-growing and evolving environment.
- Interest in combining finance, analytics, operations, and technology into scalable business solutions.
