mumbai maharashtra fund analyst Jobs – 249 Open Jobs Today

Fund Operations Analyst
Qode Advisors Llp —Mumbai, Maharashtra
- Microsoft Excel
- Finance
- Bachelor's degree
Quick apply
AICS - Fund Onboarding and Servicing , Investment Solutions, Analyst, Wealth Management
Morgan Stanley —Mumbai, Maharashtra
- Full-time
- Microsoft Excel
- Microsoft Office
- Bachelor's degree
Fund Servicing Analyst
JPMorganChase —Mumbai, Maharashtra
- Full-time
- Accounting
- Communication skills
1d
Analyst, Fund Administration
Russell Investments —Mumbai, Maharashtra
- Full-time
- Microsoft Excel
- Microsoft Access
- Research
Fund Accounting &/or Reporting Analyst, AS
Deutsche Bank —Mumbai, Maharashtra
- Accounting
- Communication skills
- Health insurance
Fund Accounting &/or Reporting Analyst
Deutsche Bank —Mumbai, Maharashtra
- Accounting
- Communication skills
- Health insurance
Financial Analyst, Portfolio Valuation and Fund Advisory – Structured Products
Houlihan Lokey —Mumbai, Maharashtra
- Full-time
- Microsoft Excel
- Finance
- Master's degree
ESG Research Analyst
Quantum Mutual Fund —Mumbai, Maharashtra
- Email
- Research
- Analysis skills
- Communication skills
Capital Markets Operations Analyst
Accenture —Mumbai, Maharashtra
- Full-time
- Analysis skills
- Communication skills
Junior Implementation Analyst
Convergence IT Services —Mumbai, Maharashtra
- ₹3,00,000 - ₹5,00,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Databases
- Health insurance
Quick apply
ESG Ratings Analyst
Institutional Shareholder Services —Mumbai, Maharashtra
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Governance Research Analyst
Institutional Shareholder Services —Mumbai, Maharashtra
- Full-time
- Research
- Finance
- Master's degree
KYC Review Analyst
Investec —Mumbai, Maharashtra
- Full-time
- Analysis skills
- Agile
- Computer skills
Analyst, Transaction Advisory Services
Kroll —Mumbai, Maharashtra
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Office
Research Analyst
Fyers securities —Mumbai, Maharashtra
- Full-time
- Microsoft Excel
- Research
- Finance
14d
Junior Data Analyst
Institutional Shareholder Services —Mumbai, Maharashtra
- Full-time
- English
- Microsoft Office
- Master's degree
Analyst Treasury
SITA Switzerland Sarl —Mumbai, Maharashtra
- Full-time
- Remote
- Analysis skills
- Communication skills
- Work from home
2d
Corporate Development Analyst
Velnir —Mumbai, Maharashtra
- ₹6,00,000 - ₹12,00,000 a year
- Full-time
- Analysis skills
- In-person
- Communication skills
- Health insurance
- Flexible schedule
Quick apply
Sr. Analyst – Networks Relations
Nium —Mumbai, Maharashtra
- Full-time
- Bachelor's degree
- APIs
- AI
Senior Data Analyst
Radiant Job —Mumbai, Maharashtra
- ₹30,000 - ₹50,000 a month
- Full-time
- Microsoft Excel
- Data analysis skills
- SQL
Quick apply

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Fund Operations Analyst

Qode Advisors Llp
Mumbai, Maharashtra

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Job details

Qualifications

Microsoft Excel
Finance
Bachelor's degree
Communication skills

Full job description

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.

Quick apply

Refine Your Search

fund analyst jobs in mumbai maharashtra

Fund Operations Analyst

AICS - Fund Onboarding and Servicing , Investment Solutions, Analyst, Wealth Management

Fund Servicing Analyst

Analyst, Fund Administration

Fund Accounting &/or Reporting Analyst, AS

Fund Accounting &/or Reporting Analyst

Financial Analyst, Portfolio Valuation and Fund Advisory – Structured Products

ESG Research Analyst

Capital Markets Operations Analyst

Junior Implementation Analyst

ESG Ratings Analyst

Governance Research Analyst

KYC Review Analyst

Analyst, Transaction Advisory Services

Research Analyst

Junior Data Analyst

Analyst Treasury

Corporate Development Analyst

Sr. Analyst – Networks Relations

Senior Data Analyst

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