Role Overview:
We are looking for an Assistant Operations Manager to manage operational processes, oversee the investor lifecycle, and ensure compliance with documentation and internal procedures.
The ideal candidate should have experience in operations management, process coordination, stakeholder communication, and documentation control.
Key Responsibilities:
- Manage day-to-day operational activities and ensure smooth execution of business processes.
- Coordinate the investor lifecycle, including onboarding, documentation, record maintenance, and ongoing support.
- Ensure investor information and documentation are accurate, complete, and up to date.
- Monitor compliance requirements and ensure all necessary documentation is collected and maintained.
- Coordinate with internal teams and external stakeholders to resolve operational queries.
- Track pending activities, manage turnaround times, and ensure timely completion of operational deliverables.
- Maintain operational reports, trackers, and records for management review.
- Identify process gaps and recommend improvements to operational efficiency.
- Support internal reviews and audits by maintaining appropriate documentation and records.
- Monitor operational performance and escalate issues or delays where necessary.
Required Skills & Qualifications:
- 3 - 5 years of relevant experience in operations management, business operations, or investor operations.
- Experience in investor onboarding, lifecycle management, or documentation processes.
- Understanding of compliance requirements and operational controls.
- Strong documentation, coordination, and record-management skills.
- Proficiency in Microsoft Excel and other standard business tools.
- Excellent communication, problem-solving, and stakeholder-management skills.
- Ability to manage multiple priorities and meet deadlines.
Preferred Skills:
- Experience in financial services, investment operations, or a related industry.
- Familiarity with investor documentation and compliance processes.
- Experience improving operational workflows and reporting.
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