Responsibilities:-

• Manages all functions related to SMA operations and serves as a primary liaison and client service team.
• Onboard new SMA/RIA Advisors in collaboration with client servicing team in US.
• Ensures the appropriate controls and tools are in place to manage, measure and actively mitigate operational risks across the SMA operations functions.
• Implement processes to improve and scale the middle-office capabilities.
• Help implement quality control measures to mitigate risks.
• Manage and track custom request by clients
• Handling ad-hoc request for reporting and trade request
• Develop, implement and review trade generation procedures – SOP’s
• Monitor and manage issue logs in trade generation process and liaise with technology team to close them on timely basis.
• Perform UAT Testing for enhancements made by Technology team on production environment on timely basis.
• Handle data migrations from Old system to new systems in changing environment, run prod parallel to maximize results.

Qualification:- 

• Bachelor’s Degree or Master’s in Finance. CFA/CPA degree would be an addon advantage.
• More than 6-8 years of experience in Hedge Fund Operation, Wealth Management or SMA Financial Operations.