Associate Fund Operations & Process Automation (Asset Management) (Mumbai)

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 solid 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. .