Key Responsibilities : 1. Strategic Leadership & Client Engagement (BAU)
• Senior Relationship Lead: Serve as the primary executive point of contact for key North
American clients, ensuring proactive issue resolution and exceptional service delivery.
• Strategic Alignment: Partner with US-based Relationship Managers to anticipate client
...
needs, ensuring our service model scales in line with their long-term growth.
• Global Representation: Represent the India GCC in global steering committees, contributing
to service model enhancements and cross-jurisdictional standards.
2. Fund Accounting Governance & Technical Oversight
• NAV Excellence: Provide executive oversight/review of daily/monthly NAV production,
ensuring 100% precision in performance allocations, management fees, and incentive fee
calculations.
• Complex Instrument Stewardship: Direct the accounting treatment for sophisticated
instruments, including OTC derivatives, bank-debts, structured products, and private
investments, ensuring compliance with US GAAP or as per fund documents.
• Audit Ownership: Lead annual audit cycles by managing relationships with external auditors
(Big 4) and ensuring "zero-deficiency" financial reporting.
3. Operational Excellence & Risk Management
• Control Environment: Establish and maintain a rigorous control framework (SOC1/ISAE
3402) to mitigate operational and regulatory risk.
• Transformation & Integration: Drive "Digital First" initiatives, leveraging SS&C Geneva, PFS
Paxus, or Mantra to eliminate manual touchpoints via automation and workflow
optimization.
• Change Management: Lead strategic initiatives for new fund launches, platform migrations,
and global process standardization without impacting BAU stability. 4. People Leadership & Cross-Functional Collaboration
• Talent Development: Lead and mentor a multi-layered team of professionals, overseeing
succession planning and technical upskilling.
• Internal Liaison: Act as the senior bridge between Operations, Risk, Investor Relations, and
Portfolio Management teams to ensure operational readiness for new investment strategies.
• High-Performance Culture: Champion diversity and a high-performance mindset that
mirrors the urgency and sophistication of the US financial markets.
experience
20show more
Key Responsibilities : 1. Strategic Leadership & Client Engagement (BAU)
• Senior Relationship Lead: Serve as the primary executive point of contact for key North
American clients, ensuring proactive issue resolution and exceptional service delivery.
• Strategic Alignment: Partner with US-based Relationship Managers to anticipate client
needs, ensuring our service model scales in line with their long-term growth.
• Global Representation: Represent the India GCC in global steering committees, contributing
to service model enhancements and cross-jurisdictional standards.
2. Fund Accounting Governance & Technical Oversight
• NAV Excellence: Provide executive oversight/review of daily/monthly NAV production,
ensuring 100% precision in performance allocations, management fees, and incentive fee
calculations.
• Complex Instrument Stewardship: Direct the accounting treatment for sophisticated
instruments, including OTC derivatives, bank-debts, structured products, and private
investments, ensuring compliance with US GAAP or as per fund documents.
• Audit Ownership: Lead annual audit cycles by managing relationships with external auditors
...
(Big 4) and ensuring "zero-deficiency" financial reporting.
3. Operational Excellence & Risk Management
• Control Environment: Establish and maintain a rigorous control framework (SOC1/ISAE
3402) to mitigate operational and regulatory risk.
• Transformation & Integration: Drive "Digital First" initiatives, leveraging SS&C Geneva, PFS
Paxus, or Mantra to eliminate manual touchpoints via automation and workflow
optimization.
• Change Management: Lead strategic initiatives for new fund launches, platform migrations,
and global process standardization without impacting BAU stability. 4. People Leadership & Cross-Functional Collaboration
• Talent Development: Lead and mentor a multi-layered team of professionals, overseeing
succession planning and technical upskilling.
• Internal Liaison: Act as the senior bridge between Operations, Risk, Investor Relations, and
Portfolio Management teams to ensure operational readiness for new investment strategies.
• High-Performance Culture: Champion diversity and a high-performance mindset that
mirrors the urgency and sophistication of the US financial markets.
experience
20show more
