Senior Manager - MIS & Operations

Phoenix Mills; Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

Phoenix Mills is seeking a dependable operations and MIS resource for the Family Office to protect workflow continuity and ensure data readiness across investment, accounting or property-related work. The role consolidates information, maintains trackers, prepares recurring MIS, supports Tally entries and coordinates stakeholders.

You will back up the existing resource and uphold documentation standards and process notes, enabling seamless handover and continuous improvement within a

Qualifications

• Graduate in commerce or related field with relevant experience in MIS or operations.
• Experience in family office, investment or wealth operations preferred.
• Strong data management, reconciliation and documentation skills.
• Proficiency with Excel formulas, pivot tables and data cleaning.

Responsibilities

• Maintain central Family Office databases, trackers and filing structures with clear ownership, frequency and version control.
• Prepare recurring daily, weekly and monthly MIS in agreed formats and circulate after accuracy checks.
• Coordinate source documents and follow-ups so workstreams continue without avoidable delay across investment, property, accounting, tax and legal.
• Act as trained backup to the existing resource and maintain process notes, calendars and status trackers for interchangeable coverage.

Skills

Data analysis

Documentation

Stakeholder coordination

Time management

Communication

Education

Bachelor's degree in Commerce, Finance, Accounting, Business Administration or related discipline

Tools

Excel

PowerPoint

Tally

MProfit

Portfolio reporting tools

Job description

1. Role context and purpose

The Family Office requires a dependable operations and MIS resource who can work interchangeably with the existing team member across recurring workstreams. The role is designed to protect workflow continuity, improve data readiness and ensure that routine information, documentation and follow-ups do not become bottlenecks for investment, accounting or property-related works. This hands-on role consolidates information, maintains trackers and records, prepares recurring MIS, supports Tally entries and documentation, coordinates stakeholders and responds across Family Office requirements.

2. Key working relationships

Stakeholder group Nature of interaction Internal teams Work allocation, data collation, schedules, documentation, review and prioritisation Banks, brokers, tenants and property teams Statements, leasing updates, pending-item follow-up and property support Fund / PMS / VC support teams Statements, capital‑account data, drawdown and distribution notices Auditors and consultants Reconciled schedules and supporting documents under team guidance

3. Core responsibilities

• Maintain central Family Office databases, trackers and filing structures with clear ownership, frequency and version control.
• Prepare recurring daily, weekly and monthly MIS in agreed formats and circulate after completing accuracy checks.
• Coordinate source documents and follow-ups so investment, property, accounting, tax and legal workstreams continue without avoidable delay.
• Act as trained backup to the existing resource and maintain process notes, calendars and status trackers that enable interchangeable coverage.

4. Detailed scope of work

A. Data management & records

Update the Family Office master MIS, portfolio database, price data, investment return trackers and member/entity records. Maintain orderly soft-copy folders and supporting records.

B. MIS & reporting

Prepare and circulate daily, weekly and monthly MIS, including equity MF/PMS MIS, cash inflow statements and other portfolio or management reports.

C. Investment monitoring

Collect and record statements of account for PE/VC, high-yield debt and other investments. Maintain drawdown, distribution and cash-flow records to support return calculations and portfolio reviews.

D. Income, expense & capital gains

Prepare monthly income and expense trackers and capital gains schedules using available statements and transaction records. Flag missing data or unusual items for review.

E. Residential leasing & property MIS

Maintain FO/company unit MIS, rent trackers and unit trackers; follow up with brokers; update client visit records; coordinate site visits; follow up on tenant concerns; and coordinate property-related legal paperwork and approved bills.

F. Tally & accounting support

Record approved transactions such as foreign transactions, bank/other entries, licence-fee invoices, audit fees and similar operating items. Maintain supporting documents and assist with reconciliations.

G. Documentation & compliance support

Collate KYC, bank, audit, tax, legal and secretarial documentation; support dormant account activation and form completion; track signatures, submissions and pending information.

H. External coordination

Liaise professionally with banks, brokers, fund back offices, consultants and other support teams to obtain accurate information and close pending items.

FAMILY OFFICE | ROLE SPECIFICATION

I. Team support & process discipline

Support ad hoc analysis, documentation, presentation work, MProfit or similar portfolio-system tasks; maintain checklists and process notes; ensure efficient handover and backup coverage.

5. Expected traits / What we will be looking for?

Dimension Expected standard Accuracy & completeness Outputs should reconcile to source records, carry clear period/entity labels and be review-ready with minimal avoidable errors. Timeliness Recurring reports and deadline-linked information should be delivered as per the agreed calendar; delays and dependencies should be escalated early. Data discipline Files should follow agreed naming, storage and version-control conventions, with supporting documents readily traceable. Follow-through Pending items should be tracked through to closure through structured follow-ups, ownership and status reporting. Interchangeability The incumbent should be able to cover the recurring responsibilities of the existing resource, and vice versa, through documented processes and cross-training. Confidentiality Family, entity, investment, banking, tax and property information must be handled with discretion and shared only with authorised stakeholders. Continuous improvement Identify opportunities to simplify templates, reduce manual repetition and improve accuracy using Excel, PowerPoint and approved AI tools.

6. Suggested Candidate profile

Area Requirements Education Graduate in Commerce, Finance, Accounting, Business Administration or related discipline. Experience Preferably 2-3 years in a Family Office, investment office, Wealth/PMS operations, finance operations, accounting support, MIS or a similar multi-entity environment. Excel Strong working knowledge of formulas, lookups, PivotTables, data cleaning, reconciliations, formatting and structured tracker maintenance. PowerPoint Ability to convert data and updates into clear, concise management-ready slides and tables. Tally Working knowledge of transaction entry, ledgers, vouchers, supporting documents and basic reconciliations. AI prompting Basic ability to use approved AI tools for drafting, summarisation, data structuring and first-pass quality checks, while maintaining confidentiality and human review. Other tools Comfort with Microsoft Office; familiarity with MProfit, portfolio reporting tools or document-management systems is advantageous. Personal attributes High ownership, attention to detail, integrity, responsiveness, organised follow-up, Role & responsibilities

Preferred candidate profile