Team Manager – Investment Operations HIRâ€TMD

The Corporate Institute; Gurgaon; On-site; INR 3,000,000 - 4,500,000; Full time

Job summary

The Corporate Institute in Gurgaon is seeking a Team Manager with 8+ years of Private Equity and Fund Operations experience to lead a multi-level team. The role requires strong analytical, communication, and process-improvement capabilities, with responsibility for daily BAU and cross-functional collaboration across NY teams.

You will oversee allocations, reporting, and audits, while mentoring junior staff and driving efficiency in a fast-paced environment.

Qualifications

• 8+ years in Private Equity and Fund Operations.
• Experience leading a team of 5+ people.
• Strong analytical, mathematical and problem-solving abilities.
• Excellent written and verbal communication skills.

Responsibilities

• Lead and manage a team of Management Trainees, Senior Analysts, and Analysts with day-to-day BAU oversight.
• Oversee daily allocations and reporting to ensure timely delivery.
• Liaise with auditors and prepare business reviews for senior management.
• Coordinate with NY teams and consolidate data per process requirements.
• Provide training and mentorship to junior team members.

Skills

Team leadership

Analytical skills

Communication

Prioritization

Education

Post Graduate, CPA or CFA

Tools

Microsoft Office

Excel

PowerPoint

Job description

Job Title: Team Manager

Location: Gurgaon, India

Business Unit: Investment Operations

Start Date: Q2, 2024

Key Responsibilities:

• Lead and manage a team of Management Trainees, Senior Analysts, and Analysts and review their day to day BAU.
• Manage, oversee and review the daily allocations and reporting to ensure process delivery is timely met.
• Manage capacity on the funds credit lines as well as borrowing base compliance and covenants.
• Liaise with external and internal auditors.
• Prepare business reviews for senior investment management.
• Work independently and simultaneously to execute multiple projects in a demanding environment.
• Track and record the performance with key metrics (Accuracy and Timeliness).
• Identify any opportunity for, and implement process improvements, service enhancements, or technology enhancements.
• Work closely with the multiple teams in NY and consolidating the information or data based on process requirement.
• Assist NY team on various ad-hoc projects and activities.
• Serve as the primary point of escalation for internal and external clients.
• Provide training and guidance to junior team members and promote positive workplace culture in team.
• Plan and execute knowledge sharing and cross functional trainings.

Desired Candidate Profile:

• Post Graduate, CPA, or CFA with relevant experience of 8+ years working in Private Equity and Fund Operations domain.
• Experience in leading a team of 5+ team members.
• Experience working in a team-oriented, collaborative environment. Proactive, eager to learn and must operate with the highest level of integrity.
• Excellent understanding of the organizations goals and objectives.
• Excellent analytical, mathematical, and creative problem-solving skills.
• Excellent written and oral communication skills.
• Excellent listening and interpersonal skills.
• Keen attention to detail.
• Highly self motivated and directed.
• Ability to effectively prioritize and execute tasks in a high-pressure environment.
• Strong customer service orientation.
• Ability to work in a fast paced professional environment and handle multiple projects and deadlines.
• Ability to build relationships and communicate effectively across multiple levels, functions and locations.
• Effectively work and communicate with members of the team to ensure established deadlines are being met in an efficient, accurate and thorough manner.
• Actively participate and contribute to initiatives that generate greater accuracy in processing efficiencies.
• Proficiency in Microsoft Office (Excel, Word and PowerPoint) required.
• Ideally has work based exposure to or knowledge of:
• 1. Accounting and Audit Functions
• 2. Middle and Back Office Operations
• 3. Corporate Accounting
• Assist Supervisor and Team Lead with training and mentoring of new joiners.