Operations Manager

Company Description

J Curve Capital is a boutique investment firm specializing in asset allocation and wealth management services. Our firm stands out by offering a simplified and focused portfolio of high-conviction investment solutions across various asset classes. We cater to High Net Worth Individuals (HNIs), Family Offices, Corporates, and Institutions, delivering tailored financial strategies. Our mission is to provide minimalistic yet effective wealth management solutions that create long-term value for our clients.

Role Description

We are looking for a detail-oriented Back Office Assistant / Data Entry Specialist to join our team. The role involves handling client data, maintaining records, and supporting both operational and communication needs of the firm.

Location

Vikhroli East, Mumbai.

Key Responsibilities

Data Management:

* Enter and update client data and monthly holding summaries in Excel.

* Maintain accurate and organized records of client portfolios.

* Extract financial and industry data points from online databases and update weekly/monthly Excel files.

Operational Support:

* Handle onboarding communications with clients, including requesting documents and following up with clients and funds.

* Assist in addressing client or fund queries related to data, onboarding, or operations.

* Provide general administrative support such as arranging couriers, booking travel tickets, and other assistive tasks.

Communication:

* Coordinate with clients and fund houses for timely submission of data and documents.

* Ensure smooth communication and follow-up during the onboarding process.

Skills & Qualifications

* Proficiency in MS Excel

* Good communication skills (written and verbal)

* Basic knowledge of financial data handling is an advantage.

* Strong attention to detail and accuracy in data entry.

* Ability to manage multiple tasks and meet deadlines.