We are looking for an experienced and strategic qualified with a minimum of 10 years of expertise in ERP platforms and Asset Management. The ideal candidate will possess deep domain knowledge in
Assets Under Management (AUM)
,
Capital Raise
, and
Revenue Reporting
processes, along with a strong understanding of data transformation initiatives within the financial services industry.

This role will be responsible for leading the modernization and migration of AUM operations to a contemporary
Data Lakehouse platform
. The individual will drive initiatives across data governance, roll-forward and flow logic, reference and master data management, including Fund/Security Master and Investment Vehicle code consistency, while establishing automated and certified reporting frameworks to replace legacy spreadsheet-based and multi-tool processes.

Key Responsibilities
- Lead the transformation of AUM operations onto a modern Data Lakehouse platform.
- Define and implement robust data governance standards, controls, and operating procedures.




- Manage and optimize AUM flow and roll-forward processes to ensure data accuracy and consistency.
- Oversee reference and master data management, including Fund Master, Security Master, and Investment Vehicle code standardization.
- Design and implement certified, automated reporting solutions to streamline operational and regulatory reporting.
- Drive the replacement of legacy spreadsheets and fragmented reporting tools with scalable enterprise data solutions.
- Develop and establish target-state operating models and governance frameworks.
- Support initiatives focused on accelerating month-end close processes and improving operational efficiency.
- Partner with Finance, Distribution, Operations, and Technology teams to align business and data transformation objectives.
- Lead large-scale data, ERP, and business transformation programs from strategy through execution.

Required Skills & Expertise
- Minimum 10+ years of experience in E

📌 Asset Management Specialist (Mumbai)
🏢 HTC Global Services
📍 Mumbai