Operations Team - Donestic AIF CAT III

Company Description Banyan Tree Advisors Pvt. Ltd. is a value-focused investment firm dedicated to long-term wealth creation for its investors. The organization prioritizes capital preservation while aiming to outperform both risk-free returns and broad equity market indices. Its investment approach centers on high-quality companies purchased at reasonable discounts to their intrinsic value. This disciplined strategy is designed to deliver consistent, risk-adjusted returns over time. Team members work within a research-driven environment that emphasizes rigor, integrity, and long-term thinking.
Role Description This is a full-time, on-site role based in Bengaluru as part of the Operations Team for the Domestic AIF Category III fund. The role involves managing day-to-day operational processes related to investor onboarding, trade execution, reconciliation, and reporting for the AIF. Responsibilities include maintaining accurate records, coordinating with internal teams and external service providers, ensuring adherence to regulatory and compliance requirements, and supporting smooth transaction flows. The individual will also handle routine investor communication on operational matters, assist with documentation and KYC processes, and help improve operational workflows and controls. The position requires a detail-oriented approach, timely execution of tasks, and proactive problem-solving in a fast-paced investment operations environment.
Qualifications
Strong operations skills, including experience in Operations and Operations Management, preferably within financial services or investment management.
Solid analytical skills to handle data, reconcile transactions, and support process improvements.
Effective communication skills to interact with investors, custodians, fund administrators, and internal stakeholders.
Customer service orientation to manage investor queries and provide clear, professional operational support.
Bachelor’s degree in Finance, Commerce, Business, or a related field; a postgraduate qualification or relevant certifications (e.g., NISM, CFA Level I) are an advantage.
Understanding of AIF regulations and basic capital markets concepts is preferred.
Proficiency in MS Excel and other office productivity tools; familiarity with fund operations or back-office systems is beneficial.
Ability to work with accuracy under deadlines, maintain confidentiality, and uphold high ethical standards.

Work arrangement
No