Investment Operations Manager - Family Office / Investment Advisory (Bhopal)

• Investment Operations Manager - Family Office / Investment Advisory (Bhopal)
• Company: Altus Family Office
• Job Location: Bhopal, Madhya Pradesh, India
• Employment Type: Full-time
• Experience Required: 1 - 3 years
• Salary: 28,80,000 - 43,20,000 per year

About Us : We are a boutique Multi-Family Office serving Ultra-High-Net-Worth families and business owners. We offer end-to-end solutions in a highly personalised and confidential environment.

• Key Responsibilities : Client Operations & Servicing
• Manage end-to-end client onboarding, including KYC documentation and account setup across platforms (PMS, AIF, broking, etc.)
• Coordinate execution of investment instructions, redemptions, and asset transfers
• Maintain and update client-specific mandates, investment preferences, and restrictions
• Data, Reporting & Systems
• Ensure timely reconciliation and maintenance of portfolio data across platforms
• Prepare consolidated performance reports, including XIRR, asset allocation, and capital movement summaries
• Work on internal reporting tools such as Google Sheets, Looker Studio, and CRM platforms
• Compliance & Administration
• Manage internal documentation, including SOPs, NDAs, service agreements, and operational policies
• Ensure records are audited
• ready and aligned with regulatory and internal compliance standards
• Vendor & Relationship Management
• Coordinate with external stakeholders such as banks, brokers, PMS/AIF/Mutual Fund partners
• Liaise with legal and tax advisors for filings, regulatory structuring, and estate planning matters
• Qualifications & Skills :
• Postgraduate degree in Finance, Commerce, or a related field
• 1-3 years of relevant experience in operations within a wealth management, family office, or financial services setting
• Strong working knowledge of investment products including Mutual Funds, PMS, AIFs, Bonds, and Structured Products
• Proficient in Excel/Google Sheets, CRM tools, and automation platforms
• Strong attention to detail, organizational ability, and a high degree of confidentiality and professionalism
• Compensation: 240,000.00 - 360,000.00 per year
• Ability to commute/relocate:
• Bopal, Ahmedabad, Gujarat: Reliably commute or planning to relocate before starting work (preferred)
• Application Question(s):
• Do you have prior experience in a Family Office or UHNI-focused wealth management setup
• Do you have an exposure to compliance frameworks and reporting automation systems
• Rate yourself between 1-10 for Excel knowledge.
• Rate yourself between 1-10 for knowledge of the Financial Market and its instruments.
• Work Location: In person .