Business Operations Associate

About The Team

The Publisher Operations team works on driving day-to-day operations, process improvements, automation and reporting across the publisher business at smallcase.

We collaborate closely with Product, Customer Experience (CX), Business, and Compliance teams by sharing relevant reports that capture on-ground issues and process gaps, helping drive informed decisions and continuous improvements across the board.

About The Role

As a Business Operations Associate, you will play a key role in executing daily operations, identifying process gaps, and collaborating across teams to improve efficiency, support business growth, and contribute to product development from the ground up.

What Youll Be Doing

• Manager Onboarding: Actively assist the business team in seamlessly onboarding SEBI-registered Research Analysts (RAs) and Registered Investment Advisers (RIAs) onto the platform as model portfolio managers.
• Operational Execution & Automation: Collaborate with internal teams (Product, Tech, Compliance, CX) and external stakeholders to eliminate operational blockers. Proactively identify opportunities to automate repetitive tasks using internal workflows and modern AI tools.
• Smart Reporting & Analytics: Maintain and optimize daily, weekly, and monthly trackers and performance metrics. Move beyond basic data entry by analyzing operational trends and providing actionable insights to stakeholders.
• Product & Process Evolution: Bridge the gap between operations and product by translating day-to-day bottlenecks into structured feature requests and actionable product feedback.
• AI-Driven Documentation: Create, update, and maintain crystal-clear Standard Operating Procedures (SOPs). Leverage AI writing and formatting tools to ensure documentation remains highly scalable, accessible, and up to date.
• Continuous Improvement: Actively spot process inefficiencies, propose logical, structured solutions, and drive their execution with an ownership mindset.

• Experience & Drive: 0–2 years of experience with a strong eagerness to learn, adapt, and stay ahead of evolving operational and industry practices.
• Tech & Data Savvy: Proficiency in MS Excel or Google Sheets for data analysis. A keen interest in (or experience with) using AI productivity tools (e.g., ChatGPT, Claude) to accelerate data sorting, problem-solving, and workflow management.
• Cross-Functional Communication: Exceptional verbal and written communication skills. You should feel entirely comfortable collaborating across diverse teams and stakeholders to drive results.
• Domain Interest: Prior experience or a deep interest in the wealth-tech ecosystem, Asset Management Companies (AMCs), mutual funds, or equity operations is highly desirable.

• Have a detail-oriented, proactive, diligent and self-disciplined mindset
• Have time management skills and a strong sense of ownership to generate high-quality outputs
• Have technical aptitude and the ability to understand and explain complex concepts in simple terms.
• Have an eagerness to learn about the companys products and their capabilities.
• Can be equally comfortable with long-term planning, day-to-day progress tracking and execution
• Can demonstrate the ability to analyse problems logically
• Have excellent verbal and written communication skills

At smallcase, we are changing how India invests. smallcase is a leading provider of investment products & platforms to over 10 million Indians. Were a young, driven team of 250+ headquartered in Bangalore. smallcase was founded in July 2015 by three IIT Kharagpur graduates, Vasanth Kamath, Anugrah Shrivastava and Rohan Gupta.

smallcase has been focused on offering innovative investing experiences & technology. Our platforms are used by over 300 of Indias largest financial brands and most respected institutions. We are backed by world-class investors including top-tier funds, institutions and operators from the capital markets space who believe in our mission of enabling better financial futures for every Indian.

Life at smallcase

We are not just building a business, we are making a long-lasting impact both in the wealth & assets landscape with our unique technology & expanding ecosystem. Over the last 11 years, our team, products, and platforms have grown and so have our ambitions.

Innovation remains at the heart of what we do. Our other core values are transparency, integrity & long-term thinking. Our key asset has always been our people, and we empower individuals to build and do some of the best work in their lifetimes at smallcase. Flexibility, ownership and constant feedback loops are some of the ways we keep evolving the working environment.

Skills: project management,data analytics,stakeholder management,pivot tables,operations,v lookups