India Lead - Investment Operations

People Realm Recruitment Services Private Limited; Gurugram District; On-site; INR 2,000,000 - 3,000,000; Full time

Job summary

A leading global investment management firm is hiring a Senior Operations Leader based in Gurugram, India. The role requires 15+ years of leadership in investment management operations with a focus on strategic operations. The candidate will lead cross-functional teams, ensure operational excellence, and partner with global stakeholders to drive transformation and growth.

Qualifications

• 15+ years’ leadership experience in investment management operations.
• Proven ability to work with senior global stakeholders.
• Strong strategic thinking and execution skills.

Responsibilities

• Shape and execute the strategic roadmap for India operations.
• Lead daily, monthly, and quarterly deliverables.
• Champion process transformation and best practice adoption.

Skills

Leadership experience in investment management operations

Communication and relationship-building skills

Strategic thinking and problem-solving

Technical skills in SQL, VBA, Tableau, or Power BI

Education

Advanced degree or certification preferred

Tools

SQL

VBA

Tableau

Power BI

Job description

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Talent Acquisition Specialist at People Realm Recruitment Services Private Limited

We’re Hiring: Senior Operations Leader – Investment Management, Client Services & Treasury

Location: Gurugram | Experience: 15+ years | Advanced degree or certification preferred

We are seeking a forward-looking senior leader to head Global Investment Management Operations, Client Services, and Treasury for the India office of a leading global investment management firm.

This is a strategic and hands-on leadership role — partnering with global stakeholders to scale India operations in both headcount and delivery scope, while ensuring operational excellence across multiple business verticals.

About the Role

You will join the India leadership team, working closely with global leaders to expand capabilities, drive transformation, and deliver world-class operational support across:

• Private & Credit Investment Operations – middle/back-office investment lifecycle, asset servicing, and reporting
• Client Operations – onboarding, investor services, reporting, and communication
• Treasury – cash & liquidity management, capital services, and wire management
• Data Operations – enterprise data management and analytics enablement

Key Responsibilities

Shape and execute the strategic roadmap for India operations in alignment with global goals

Lead daily, monthly, and quarterly deliverables, ensuring operational excellence, compliance, and stakeholder satisfaction

Partner with global and cross-functional teams (Finance, Technology, Tax, Legal, Compliance) to drive collaboration

Champion process transformation and best practice adoption to optimize efficiency

Build and mentor high-performing, highly engaged teams, fostering transparency and accountability

Develop and monitor KPIs to measure productivity and performance

Stay ahead of industry trends and technology innovations, identifying opportunities for advancement

What We’re Looking For

15+ years’ leadership experience in investment management operations, preferably in private equity or asset management

Proven ability to work with senior global stakeholders in a highly matrixed environment

Strong strategic thinking, problem-solving, and execution skills

Demonstrated success in scaling teams and expanding delivery scope

Exceptional communication and relationship-building skills

Technical know-how in SQL, VBA, Tableau, or Power BI (preferred)

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management, Strategy/Planning, and Project Management

• Industries

  Investment Management, Investment Banking, and Financial Services

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