We are hiring for Senior Investment Operations Analyst

Job Description:

We are a New York-based boutique investment management firm managing several global equity strategies for institutional and high-net-worth clients. The firm was founded by veteran investor, Rupal Bhansali, who follows a non-consensus investment philosophy.

We are seeking a highly analytical and detail-oriented Senior Investment Operations Analyst. The role offers broad exposure to investment operations, portfolio analytics, performance reporting, client servicing, and business management, along with opportunities for career advancement.

 

Why This Opportunity Is Different

 

Global Investment Firm Exposure

• Work directly with a New York-headquartered investment management firm serving sophisticated global investors. Unlike many large organizations where responsibilities are narrowly defined, this role provides broad exposure across investment operations, portfolio reporting, client servicing, technology, and business management.

Permanent Remote Work Flexibility

• Enjoy the benefits of a full-time work-from-home role without the stress of daily commuting. This position is specifically designed as a remote role, offering flexibility, autonomy, and a healthier work-life balance while allowing you to collaborate with a global investment organization.

 

Significant Career Growth Potential

• This is not an administrative or clerical support position. We are seeking a long-term team member who wants to grow with the organization. The successful candidate will have the opportunity to take on increasing responsibility as the firm grows. Candidates who demonstrate strong analytical abilities, leadership, initiative, process improvement skills, technological prowess, and operational judgment can expect substantial role expansion over time, with a potential career path: Senior Investment Operations Analyst → Operations Manager → Head of Operations.

Position Overview

• The Senior Investment Operations Analyst will play a critical role in maintaining the accuracy, integrity, and scalability of the firm's operational, reporting, and data-management infrastructure. The firm utilizes an outsourced middle-back-office vendor, so the day-to-day operations role is one of oversight/validation/troubleshooting rather than performing clerical trade reconciliations. 

 

Process Improvement & Automation

• One of the most important aspects of this role is helping the firm become increasingly scalable.

 

Responsibilities include:

o Building advanced Excel reporting solutions

o Creating automated workflows

o Developing dashboards and monitoring tools

o Improving operational controls

o Eliminating manual processes

o Enhancing reporting efficiency

o Creating scalable operating procedures

o Candidates who enjoy solving problems and building better systems will thrive in this role

 

Service Provider & Vendor Oversight

Coordinate with:

o Custodians

o Portfolio accounting providers

o Outsourced middle- and back-office providers

o Compliance consultants

o Technology vendors

o Performance reporting providers

o Monitor service quality, timeliness, accuracy, and operational effectiveness

 

GIPS® Compliance & Control Environment

Support the firm's adherence to Global Investment Performance Standards (GIPS®), including:

o Composite maintenance

o Documentation management

o Supporting annual reviews and verifications

o Data validation, Process documentation, Control monitoring

o Help maintain a robust operational control framework

 

Investment Data & Analytics

Utilize investment databases and market data systems to:

o Extract portfolio data

o Validate security-level information

o Support investment reporting

o Generate portfolio analytics

o Build management dashboards

o Leverage Refinitiv Workspace and other systems to improve reporting quality and efficiency

 

 

Required Qualifications

Experience

5-10 years of relevant experience supporting an institutional buy-side global equities firm in: 

o Investment operations and workflows

o Middle-and back office processes 

o Portfolio administration

o GIPS®-compliant performance reporting

o Fund operations including Shadow NAV oversight

 

Technical Knowledge

Strong understanding of:

o Trade lifecycle concepts from front office to back office

o Investment operational workflows and controls

o International/global equity and foreign exchange markets

o Portfolio accounting

o Investment performance measurement

o Composite reporting (familiarity with GIPS® is highly desirable)

o Management-fee (flat and performance) calculations

o Cash-flow processing

 

Advanced Excel Skills (Critical)

This is a power-user role.

o Candidates should be highly proficient in:

o Large dataset management

o Multi-source reconciliations and data validation

o Dashboard creation and reporting automation

o Complex nested formulas, dynamic arrays, advanced lookups

o Knowledge of VBA, Power Query, Power Pivot, Python, or similartools is a strong plus

 

Systems Experience

Hands-on experience with:

o Microsoft Excel & Power BI

o Refinitiv Workspace, Bloomberg, FactSet. Morningstar or similar databases

o Portfolio Accounting Systems (PAS) such as Eagle 

o Order Management Systems (OMS) such as Advent Geneva or CRD

o AI Tools such as Claude, Prompt Engineering and Context Protocol Management

 

Personal Characteristics: The successful candidate will be:

Extremely Detail-Oriented: Able to identify discrepancies and ensure data accuracy.

Self-Motivated: Comfortable working independently in a remote environment.

Analytical: Enjoys understanding how systems, processes, and data interact.

Resourceful: Finds solutions without requiring constant supervision.

Process-Oriented: Continuously seeks opportunities to improve efficiency and effectiveness.

Dependable: Consistently delivers high-quality work and meets deadlines.

Growth-Oriented: Interested in a long-term career with increasing responsibility and leadership opportunities.

 

Preferred Qualifications

• Experience supporting operations of buy-side global equities’ investment firms
• Experience working with or at global custodians
• Experience with GIPS® compliant performance reporting

 

Compensation & Growth

• Competitive compensation based on qualifications and experience (₹5to 7 Lakhs Base Salary per annum and a meaningful performance based bonus for high performers)
• Permanent remote work from home (corporate laptop/dual monitorsprovided)
• No daily commute offers flexibility and better work-life balance
• Collegial work environment focused on outcomes rather than face time
• Significant autonomy and agency inside a flat, non-bureaucratic management structure
• Opportunity to work with a New York-headquartered investment management firm
• Merit-based culture and fast track advancement opportunities for right candidates
• Clear career path to Operations Manager and expanded leadership responsibilities

 

We are looking for someone who wants more than a job and aspires to build a long-term career and grow alongside a high-quality global investment management firm.

 

Working days: Monday to Friday

Work Timing: Partial overlap with US time zone e.g. 6 pm to 11 pm IST and then additional 3 hours anytime candidate can work during the day.

Work Mode: Remote

 

The Candidate would be on Talisman's Payroll. 

 

Intersted candidates can reach out to me at recruit@talismanstaffing.com or 8451905311