Data Operations Executive

1 - 6 years

2 - 6 Lacs

Posted:-1 days ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

At Alpha Capital, we are a client-centric wealth management firm committed to providing customized investment solutions. Our strength lies in maintaining long-term client relationships and ensuring operational excellence across all functions. We are looking for individuals who are detail-oriented, organized, and eager to grow in the wealth management industry.

Role Overview

Data Operations Executive

Key Responsibilities

  • Data Management & Reporting

    • Maintain and update product and client-related data in internal systems and Excel sheets.
    • Assist in preparing periodic reports and summaries for the research and advisory teams.
    • Ensure accuracy and consistency of data across different platforms and formats.
  • Operational Support

    • Support research and product teams in daily data operations and documentation work.
    • Coordinate with internal departments to ensure timely updates of investment-related information.
    • Assist in generating MIS and dashboard reports as required.
  • Process & Compliance Support

    • Help in maintaining audit trails, file management, and document verification.
    • Follow standard processes to ensure data confidentiality and integrity.

    Candidate Profile Who We re Looking For

    • Graduate in

      Commerce (B.Com)

      or any relevant field.
    • 0 1 year of experience

      in financial services, operations, or data management (Freshers welcome).
    • Strong MS Excel skills

      and good command of

      Microsoft Office (Excel, Word, PowerPoint)

      .
    • Strong attention to detail and ability to work accurately with numbers and data.
    • Good communication skills and ability to work in a team environment.
    • Willingness to learn and take ownership of assigned tasks.

    What You ll Gain

    • Exposure to data operations within a fast-growing wealth management setup.
    • Opportunity to work closely with research and advisory teams.
    • Learning environment with mentorship from experienced professionals.
    • Growth path into research support, analytics, or operations management roles.

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    Alpha Capital logo
    Alpha Capital

    Finance

    New York

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