Investment Operations Analyst

Data, Reporting and Presentations – Collect, clean, organise, and present stock, market, and portfolio-related data in a structured and accurate manner. – Prepare and maintain presentations and reports for internal reviews, client discussions, and investment-related documentation. Operations and Coordination – Support transaction processing, documentation, and reconciliation across various financial products. – Coordinate with mutual fund houses, brokers, custodians, insurance companies, and other service providers for operational matters. – Maintain and update client and portfolio records in internal systems and databases. – Assist in back-office coordination with existing and prospective clients for documentation, follow-ups, and operational queries. – Ensure adherence to internal processes, documentation standards, and quality controls.