Business Operations Associate

smallcase; Bengaluru; On-site; INR 300,000 - 500,000; Full time

Job summary

smallcase is seeking a team member for the Publisher Operations team. The role involves assisting in onboarding SEBI-registered Research Analysts and optimizing operational execution through automation and analytics.

The ideal candidate should possess 0-2 years of experience, proficiency in data analysis tools, and exceptional communication skills to collaborate across various teams.

Qualifications

• 0-2 years of experience with a strong eagerness to learn and adapt.
• Proficiency in MS Excel or Google Sheets for data analysis.
• Exceptional communication skills for cross-functional collaboration.

Responsibilities

• Assist in onboarding SEBI-registered RAs and RIAs.
• Collaborate with teams to eliminate operational blockers and automate tasks.
• Analyze operational trends and provide actionable insights.

Skills

MS Excel or Google Sheets

AI productivity tools

Communication skills

Analytical skills

Job description

About the Team

The Publisher Operations team drives day‑to‑day operations, process improvements, automation, and reporting across the publisher business at smallcase. We collaborate closely with Product, Customer Experience (CX), Business, and Compliance teams.

What You’ll Be Doing

• Manager Onboarding: Assist the business team in seamlessly onboarding SEBI‑registered Research Analysts (RAs) and Registered Investment Advisers (RIAs) onto the platform as model portfolio managers.
• Operational Execution & Automation: Collaborate with internal teams (Product, Tech, Compliance, CX) and external stakeholders to eliminate operational blockers. Proactively identify opportunities to automate repetitive tasks using internal workflows and modern AI tools.
• Smart Reporting & Analytics: Maintain and optimize daily, weekly, and monthly trackers and performance metrics. Analyze operational trends and provide actionable insights to stakeholders.
• Product & Process Evolution: Bridge the gap between operations and product by translating day‑to‑day bottlenecks into structured feature requests and actionable product feedback.
• AI‑Driven Documentation: Create, update, and maintain crystal‑clear Standard Operating Procedures (SOPs). Leverage AI writing and formatting tools to ensure documentation remains highly scalable, accessible, and up to date.
• Continuous Improvement: Spot process inefficiencies, propose logical, structured solutions, and drive their execution with an ownership mindset.

What We Look For In You

• Experience & Drive: 0–2 years of experience with a strong eagerness to learn, adapt, and stay ahead of evolving operational and industry practices.
• Tech & Data Savvy: Proficiency in MS Excel or Google Sheets for data analysis. A keen interest in (or experience with) using AI productivity tools (e.g., ChatGPT, Claude) to accelerate data sorting, problem‑solving, and workflow management.
• Cross‑Functional Communication: Exceptional verbal and written communication skills. Comfortable collaborating across diverse teams and stakeholders to drive results.
• Domain Interest: Prior experience or a deep interest in the wealth‑tech ecosystem, Asset Management Companies (AMCs), mutual funds, or equity operations is highly desirable.

Nice to Haves

• Have a detail‑oriented, proactive, diligent and self‑disciplined mindset.
• Have time‑management skills and a strong sense of ownership to generate high‑quality outputs.
• Have technical aptitude and the ability to understand and explain complex concepts in simple terms.
• Have an eagerness to learn about the company's products and their capabilities.
• Can be equally comfortable with long‑term planning, day‑to‑day progress tracking and execution.
• Can demonstrate the ability to analyse problems logically.
• Have excellent verbal and written communication skills.