Associate Fund Operations & Process Automation Asset Management

Riverforest Connections; Mumbai; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Riverforest Connections seeks a highly analytical, technology-oriented professional to support Investment and Operations teams, driving business analytics, automation, and AI-driven process improvements in asset management and fund operations.

The role emphasizes ownership mindset, proactive execution, and collaboration across Operations, Investments, Finance, and external service providers to enhance data visibility and reporting accuracy.

Qualifications

• 3 to 5 years of relevant experience in Business Analytics, Fund Operations, Fund Accounting, and/or Operational process improvement roles.
• Degree requirements include B.Com, Post Graduate, CA Intermediate, or equivalent in Commerce, Finance, Accounting, or Business Analytics.
• Strong analytical skills, advanced Excel proficiency, and ability to translate data into insights.
• Experience with APIs, databases, and automation tools is a plus.

Responsibilities

• Fund Operations & Accounting Support 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.

Skills

Analytical thinking

Problem solving

Microsoft Excel

Communication skills

Stakeholder management

Attention to detail

AI & automation interest

Workflow optimization

Automation experience

Data-driven decision making

Education

B.Com/PG/CA Intermediate

Business Analytics background

Tools

Power BI

Tableau

SQL

APIs

Python

Job description

Role & responsibilities

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.

Preferred candidate profile

3 to 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.