Operations Manager

The primary objective is to assist with the execution of family office operations services by overseeing staff training, work planning, communication with all the stakeholders, drive improvement initiatives. Customer satisfaction and employee satisfaction are key success criteria. He/she is also responsible for maintaining books and records of client investments in hedge funds, private equity, and personal assets.

This role will have defined sets of activities to manage which are broadly categorized as below.

• People management
• Process management
• Client management
• Quality management
• Informes
• P&L

• Supervise the daily operational tasks and ensure the efficient running of the team.
• Manage the periodic governance calls with clients and other stakeholders.
• Requires deep knowledge of the family office and finance operations
• Participate in recruitment activities as well as initiate the performance development training programs.
• Ensure adequate staffing is available.
• Perform quality controls and monitor production KPI.
• Perform financial analysis for business development opportunities and special projects.
• Identify improvement opportunities within the process and provide recommendations regarding the evolution of the system.
• Determine ways to increase the quality of customer service and implement best practices across all levels.
• Produce reports, timelines, and graphics to communicate expectations and progress to management, clients, and other relevant parties.
• Manage the JIRA ticketing system and collaborate with other functional areas in the prioritization.
• Ensure the process flows, SoW, and other business documents are updated periodically with version control.
• Management of budget in coordination with the Director.

• 10-12 yrs experience* in the Operations domain
• Bachelor’s degree in commerce with MBA in Finance or CPA/CA
• Enthusiastic team player who enjoys both strategic and hands-on work
• Ability to analyze problems and develop creative solutions to complex product issues
• Strong interpersonal, communication skills, and have the ability to work effectively with employees of all levels.

• Any bachelor’s degree
• Enrolled Agent will be an added advantage

• Enthusiastic team player who enjoys both strategic and hands on work
• Ability to analyze problems and develop creative solutions to complex product issues
• Strong interpersonal, communication, and the ability to work effectively with all levels of employees

• Based in Eton’s Global Technology Centre (GTC) in Bengaluru, India
• Open to work in night shifts 4pm- 1am.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice