3 Investor Servicing Jobs

As the Vice President (VP) of Operations for a mutual fund, you will hold a senior leadership role with the primary responsibility of managing and optimizing the operational infrastructure of the mutual fund. Your duties will include overseeing back-office processes, ensuring regulatory compliance, and supporting seamless portfolio management activities. A key aspect of your role will involve collaborating closely with other departments such as compliance, technology, and investment teams to ensure efficient fund operations and excellent service delivery to stakeholders. Your main responsibilities will revolve around operational management, where you will be required to oversee all operational activities including fund accounting, trade settlement, record-keeping, and investor servicing. It will be your duty to ensure timely and accurate processing of transactions like subscriptions, redemptions, and dividend distributions. Developing and implementing standard operating procedures (SOPs) to enhance operational efficiency and mitigate risks will also be a crucial part of your role. Additionally, you will be tasked with managing relationships with custodians, transfer agents, fund administrators, and other third-party service providers. In terms of regulatory compliance and reporting, you will need to ensure adherence to all applicable regulations set by regulatory bodies such as the SEC, SEBI, or other local authorities. This will involve preparing and overseeing regulatory filings, disclosures, and fund reports, as well as working with legal and compliance teams to address operational aspects of audits and regulatory reviews. Risk management and internal controls will be another key area of focus, where you will be required to implement robust operational risk management frameworks, establish internal controls, and conduct periodic reviews of operational processes to ensure efficiency and identify areas for improvement. Driving technology and process optimization will also be part of your responsibilities, as you will need to spearhead the adoption of technology solutions to streamline operational workflows, enhance data accuracy, and improve reporting capabilities. Collaborating with IT teams to ensure system security, scalability, and integration with other platforms will be essential, along with continuously evaluating and upgrading operational tools and platforms. Team leadership and collaboration will play a vital role in your position, as you will be leading and mentoring the operations team to foster a culture of accountability, innovation, and high performance. Collaborating with investment, compliance, and marketing teams to align operational processes with the fund's overall strategy will also be crucial, as well as acting as a key point of contact between operations and senior management to ensure alignment on priorities and deliverables. Stakeholder management will be another significant aspect of your role, involving working closely with fund investors, distributors, and financial advisors to address operational queries and ensure satisfaction. Representing the operations team in board meetings, investor discussions, and strategic planning sessions will also be part of your responsibilities. In terms of qualifications and skills, a Bachelor's degree in Finance, Accounting, Business Administration, or a related field is required, with Masters or MBA being preferred. Professional certifications such as CPA, CFA, or CIPM are desirable. You should have 10-15+ years of experience in mutual fund operations or financial services, with a strong understanding of fund administration and compliance. Demonstrated experience in managing teams and complex operational workflows is essential. Core competencies expected from you include in-depth knowledge of mutual fund structures, operations, and regulatory frameworks, strong analytical and problem-solving skills with a focus on process improvement, proficiency in fund administration software and reporting tools, and excellent leadership, communication, and interpersonal abilities. Key Performance Indicators (KPIs) for your role will include operational efficiency metrics, regulatory compliance and audit outcomes, timeliness and accuracy of fund reporting and filings, stakeholder satisfaction with operational processes, and cost-effectiveness of operational functions and vendor management. As the VP of Operations, you will play a critical role in ensuring the mutual fund operates smoothly, meets regulatory obligations, and delivers exceptional service to its investors, making you a key driver of the fund's overall success.,

Job Description Customer Service (Surat / Ludhiana) Responsible for handling walk-in investor/distributor queries, processing transactions, coordinating with RTA and sales teams, supporting Video KYC, generating MIS reports, and ensuring smooth branch operations and regulatory compliance. Requirements: Graduate with 5+ years of experience in mutual fund branch operations Proficient in MS Excel/Word, strong communication skills Knowledge of KYC, AML, SID, and other AMC regulations NISM VA certified preferred

Ready to shape the future of work At Genpact, we don&rsquot just adapt to change&mdashwe drive it. AI and digital innovation are redefining industries, and we&rsquore leading the charge. Genpact&rsquos AI Gigafactory, our industry-first accelerator, is an example of how we&rsquore scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. From large-scale models to agentic AI, our breakthrough solutions tackle companies most complex challenges. If you thrive in a fast-moving, tech-driven environment, love solving real-world problems, and want to be part of a team that&rsquos shaping the future, this is your moment. Genpact (NYSE: G) is an advanced technology services and solutions company that delivers lasting value for leading enterprises globally. Through our deep business knowledge, operational excellence, and cutting-edge solutions - we help companies across industries get ahead and stay ahead. Powered by curiosity, courage, and innovation, our teams implement data, technology, and AI to create tomorrow, today. Get to know us at genpact.com and on LinkedIn, X, YouTube, and Facebook. Inviting applications for the role of Assistant Manager - Fund Accounting BA! In this role, the requirement would be to gather user requirements for the development teams, facilitating design reviews with the business and manage the overall rollout plans including QA, user testing, staff training and final delivery. Responsibilities . Candidate to have knowledge of Hedge Funds and Alternative investments structures. . Basic knowledge of hedge fund investor servicing, transfer agency, investor accounting and implementation of fund terms . Strong experience in gathering requirements, testing, system roll outs, data conversion and integration projects . Strong project management skills with ability to take ownership & lead projects independently with minimum supervision . Experience working with technical teams (internal as well as vendor led) to drive the build out of systems . To understand Product requirements & develop test plan, test cases, execute tests & defect management. . Ability to run SIT & UAT end to end. . Hands on experience in Manual/ Automation Testing Experience in Sanity, Functional and Regression Testing. . Understanding of Testing life cycle and Testing Frameworks & Concepts. . Knowledge of Defect management and defect life cycle process. . Prepare scenarios/ test cases as per business requirement (manual & automation) . Execution and evidence documentation as per SIT & UAT process. . Experience & efficient in JIRA and other testing Applications. . Interact with Client (IT 1 Business) for UAT requirements/issues / sign offs. . Prepare and publish daily UAT Status report. . Prepare and publish UAT sign off documents, . Responsible for project deliverables (Testing, documentation, Project status etc) . To work with IT, Product owner & analyst & Testing team for completing testing tasks & dependencies. Qualifications we seek in you! Minimum Qualifications . CA/ MBA/ CFA/ Engineer preferred with years of overall experience, with years in process improvement/ project management. AGILE experience preferred. . CBP, PMP, PMI-ACP, SAFE, PRINCE2, ISTQB or similar certifications would be preferred Ability to work with Microsoft office: Outlook, Excel, Word, PowerPoint, Visio, Project, Share point, Access Knowledge of databases & databases concepts Preferred Qualifications/ Skills . Working knowledge of project management tools like JIRA, Rally, or any other in-house developed tools Why join Genpact . Be a transformation leader - Work at the cutting edge of AI, automation, and digital innovation . Make an impact - Drive change for global enterprises and solve business challenges that matter . Accelerate your career - Get hands-on experience, mentorship, and continuous learning opportunities . Work with the best - Join 140,000+ bold thinkers and problem-solvers who push boundaries every day . Thrive in a values-driven culture - Our courage, curiosity, and incisiveness - built on a foundation of integrity and inclusion - allow your ideas to fuel progress Come join the tech shapers and growth makers at Genpact and take your career in the only direction that matters: Up. Let&rsquos build tomorrow together. Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values respect and integrity, customer focus, and innovation. Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a %27starter kit,%27 paying to apply, or purchasing equipment or training.