Core Operations - Team Lead
On-siteBengaluru, Karnataka, India
Job Summary
Manage end-to-end client onboarding, account implementation, and fund launch activities for separate and commingled funds. Set up funds on APM, Accounting Systems (Portia, RKS & PRKS), and Bloomberg to ensure data readiness, integrity, and quality for client, business, and regulatory needs. Partner with Relationship Managers, Project Managers, Clients, and global teams to validate requirements, maintain client hierarchy and reference data, and resolve onboarding issues while escalating risks appropriately. Mentor team members, drive process improvements, and leverage Microsoft Copilot and AI tools to enhance productivity and operational excellence.
Required Qualifications
- 5-6 years of investment management and investment operations experience
- Strong investment industry knowledge
- Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Teams, SharePoint)
- Bachelor's degree
- Manage end-to-end client onboarding, account implementation, and fund launch activities for separate accounts and commingled funds
- Maintain client hierarchy, relationship, funding, and reference data, proactively identifying and resolving data gaps
- Partner with Relationship Managers (RMs), Project Managers (PMs), Clients, Custodians, and global teams to gather and validate client requirements
- Manage client and account setups across systems including APM, Bloomberg, RKS, and PORTIA
- Support fund NAV maintenance and broker access requirements
- Ensure adherence to operational controls, procedures, and risk management standards
- Resolve onboarding and implementation issues, escalating risks and exceptions appropriately
- Drive process improvements, automation, and operational excellence initiatives
- Leverage Microsoft Copilot, AI tools, and digital solutions to enhance productivity, reporting, and data quality
- Mentor team members, promote knowledge sharing, and support continuous learning and development
- Build strong stakeholder relationships to deliver a seamless client onboarding experience
Desired Qualifications
- MBA
- Experience leveraging Microsoft Copilot, AI tools, and digital automation solutions to drive productivity and process improvements
- Strong stakeholder management, communication, and presentation skills
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