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Job Description
Enabling the Next Generation of Indian Investors
At Zerodha Fund House, we are redefining the mutual funds landscape to create simple, transparent, and cost-effective investment solutions for millions of Indians. Built by the pioneers behind Zerodha Broking Ltd and Case Platforms Ltd, we are on a mission to empower the next 10 crore investors in India to participate in and grow the capital markets.
We are expanding our team and seeking passionate, analytical, and detail-oriented individuals to join us.
Role: Operations Associate
About The Role
We are looking for a motivated and meticulous Operations Associate to join our operations team. You will play a vital role in ensuring smooth and efficient operations, contributing directly to our mission of revolutionizing the financial landscape in India.
Key Responsibilities
- Manage daily operational tasks including cash flow management and NAV computation
- Conduct timely reconciliations, trade processing, settlements, and trade reporting
- Maintain accurate daily cash positions, expense accruals, and income accruals
- Ensure compliance with KYC norms and support investor onboarding processes
- Process investor subscriptions and redemptions with accuracy and timeliness
- Support finalization of taxation matters, including TDS, GST, and other regulatory requirements
- Assist in closing books of accounts for mutual fund schemes
- Coordinate seamlessly with service providers such as banks, RTA, custodians, and fund accountants
- Analyze operational data to identify trends and support decision-making
- Proactively identify process inefficiencies, streamline workflows, and implement improvements
- Min Bachelors degree in Commerce, Finance, or relevant field (preferred)
- 2-3 years of relevant experience in operations within BFSI or mutual funds industry
- Strong foundational knowledge of cash flow management, trade processing, accounting, and taxation
- Proven record of taking ownership and delivering results in a regulated environment
- Proficient in Microsoft Office, especially Excel (advanced Excel skills preferred)
- Excellent written and verbal communication skills
- Highly self-disciplined, detail-oriented, and proactive
- Strong time management and multitasking abilities
- Ability to collaborate effectively within a team
- Basic understanding of financial markets with a quick learning aptitude
- Comfortable balancing long-term planning with day-to-day operational execution
- Strong problem-solving skills with a logical and analytical mindset
- Be part of a fast-growing company revolutionizing Indias investment ecosystem
- Work alongside industry leaders and innovative professionals
- Opportunity to create meaningful impact in financial inclusion and investor empowerment
Skills
AccountingAccountsCash FlowCash Flow ManagementReconciliationsFinanceCashIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
Important dates & deadlines?
Application Deadline
14 Mar 26, 01:23 PM IST
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