Operations Analyst

Guardian Capital Investment Advisory · Hyderabad, India · 3 hours ago

Category: Operations
Experience: 1+ years

Operations Analyst:

We are seeking an Operations Analyst with a BBA/MBA and at least 1 year of relevant experience to join our team. The ideal candidate will be responsible for managing and monitoring daily operations, ensuring efficient client onboarding across platforms such as BSE and NSE, addressing client queries, tracking transaction statuses, preparing and sharing reports, and managing physical documentation.

Qualifications:

Excellent written and verbal communication skills in English.
Proficiency in MS Excel, including the ability to use formulas, and working knowledge of MS PowerPoint.
Must have a commerce background; an MBA in Finance or a related field is preferred.
NISM Mutual Fund Distributor Certification is preferred. Candidates who do not hold the certification but are willing to obtain it after joining are also welcome to apply.
Experience working with an Asset Management Company (AMC) would be an added advantage.
Knowledge of Mutual Fund schemes and related financial products is preferred.

Key Responsibilities:

Pillar 1: Operational Efficiency

Handle and monitor day-to-day operations, including client onboarding across platforms such as BSE and NSE.
Address client queries and track transaction statuses to ensure timely resolution.
Manage physical documentation and ensure the accuracy and completeness of operational records.
Prepare and share reports as required by internal teams.

Pillar 2: Team Coordination

Coordinate effectively with internal teams to minimise complaints and ensure prompt resolution of operational issues.
Collect and analyse Mutual Fund data as required by the team.
Maintain a tracker of operational action items and follow up with relevant teams to ensure timely completion.

Pillar 3: Vendor Management

Independently coordinate with various Asset Management Companies (AMCs) to resolve queries and operational issues.
Support the evaluation and analysis of Mutual Funds, Portfolio Management Services (PMS), and other financial products.

Pillar 4: Reporting and Data Management

Update databases monthly and ensure the timely preparation and distribution of reports.
Prepare quarterly Mutual Fund research reports.
Update product values, factsheets, and related reports on a weekly and monthly basis, as applicable.

Job Details:

Salary: ₹5–7 LPA (fixed), depending on experience and suitability.
Work Mode: Work from office, 5 days a week.
Location: Jubilee Hills, Hyderabad.
Bond: 2 years.

Pillar 2: Team Coordination

Pillar 3: Vendor Management

Pillar 4: Reporting and Data Management

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