Asset Operations Specialist

Dezerv; Bengaluru; On-site; INR 600,000 - 1,000,000; Full time

Job summary

A leading investment management firm in India is looking for an Associate to handle investment transactions and client interactions. The successful candidate will have over 2 years of experience in the industry, dealing with various securities including Mutual Funds and Direct Equity. Strong communication and attention to detail are required to ensure a seamless client onboarding experience. This full-time role is ideal for candidates with a strong process orientation and a desire to help clients grow their wealth.

Qualifications

• 2+ years experience with any AMC or RTA.
• Experience dealing with Direct Equity, ETFs, Mutual Funds, and Bonds.
• Strong process orientation and execution skills.

Responsibilities

• Process investment transactions in various investment products.
• Liaise with clients and internal teams for investments.
• Resolve client queries with multiple vendors and custodians.

Skills

Investment transaction processing

Client service orientation

Strong attention to detail

Execution skills

Understanding of various asset classes

Proficiency in Wealth Spectrum

Job description

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Dezerv is a house of investing solutions for high-net-worth and affluent Indians. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team brings together decades of investing expertise from leading global financial institutions like JP Morgan, UBS, BNP Paribas, etc. Our team of experts monitors the performance of portfolios and rebalance them if required to ensure long-term success. We are backed by marquee firms like Premji Invest, Accel, Elevation, Matrix, etc. Since inception, our clients have trusted us with over 12000+ Crs of their assets.

Why are we building Dezerv?

Investing is stressful and emotional. Building & growing wealth is difficult and time-consuming. Most individuals struggle with managing their investments and money. Our goal is to help individuals grow their wealth without the stress, time, and costs involved in a traditional investment. At Dezerv, we are building a platform that leverages our decades of investment expertise to help individuals invest better for their future.

What are we trying to solve/mission?

We are passionate about helping Indians invest better. We manage investments with active oversight to help both sophisticated and new investors build long-term wealth across various market conditions.

Responsibilities

• Processing investment transactions in various investment products viz MF, Direct Equity, Bonds, AIF etc.
• Knowledge on NFT (AUM transfer, PMS, AIF, Mutual funds)
• Non financial mutual fund execution with respective AMCs and RTA (Transmission, nominee, signature updation etc)
• Account opening – PMS and AIF (Third Party Products)
• Liaising with clients and internal teams for investments
• Deal with multiple vendors, custodians, and internal departments to answer client queries and resolve issues
• Understanding of tech platforms for automating processes

Skills & Experience Required

• Experience of around 2+ years with any AMC or RTA
• Experience in dealing with all securities including Direct Equity, ETFs, Mutual Funds and Bonds.
• Should have a good understanding of products across asset classes
• Strong process orientation & execution skills
• Platform Experience: Proficiency in Wealth Spectrum is an added advantage.
• Process & Execution Skills: Strong attention to detail, process orientation, and ability to execute tasks efficiently.
• Client Service Orientation: Excellent communication and problem-solving skills for addressing client needs and ensuring a seamless onboarding experience.

Seniority level: Associate

Employment type: Full-time

Job function: Other

Industry: Investment Management