Company Description Double Duty Money Management is a New York-based boutique investment management firm managing several global equity strategies for institutional and high-net-worth clients. The firm was founded by veteran investor, Rupal Bhansali, who follows a non-consensus investment philosophy. For more details visit: www.doubledutymm.com

Role Description Senior Investment Operations Analyst is a full-time, remote role based in India. Role offers significant autonomy, flexibility to work-from-home and potential for a fast-track managerial career path at a meritocratic, US-based investment management firm. You will play a critical role in maintaining the accuracy, integrity, and scalability of the firm's operational, reporting, and data-management infrastructure by synthesizing and analyzing large datasets with accuracy and speed, running portfolio and performance analytics, automating client reports and establishing robust processes for quality control and efficiency.

The firm utilizes an outsourced middle-back-office vendor, so the day-to-day operations role is one of oversight/validation/troubleshooting rather than performing clerical trade reconciliations.

Process Improvement & Automation

One of the most important aspects of this role is helping the firm become increasingly scalable.

Responsibilities include

o Building advanced Excel reporting solutions o Creating automated workflows o Developing dashboards and monitoring tools o Improving operational controls o Eliminating manual processes o Enhancing reporting efficiency o Creating scalable operating procedures o Candidates who enjoy solving problems and building better systems will thrive in this role

Service Provider & Vendor Oversight

Coordinate with

o Custodians o Portfolio accounting providers o Outsourced middle- and back-office providers o Compliance consultants o Technology vendors o Performance reporting providers o Monitor service quality, timeliness, accuracy, and operational effectiveness

GIPS® Compliance & Control Environment

Support the firm's adherence to Global Investment Performance Standards (GIPS®), including:

o Composite maintenance o Documentation management o Supporting annual reviews and verifications o Data validation, Process documentation, Control monitoring o Help maintain a robust operational control framework

Investment Data & Analytics

Utilize investment databases and market data systems to:





o Extract portfolio data o Validate security-level information o Support investment reporting o Generate portfolio analytics o Build management dashboards o Leverage Refinitiv Workspace and other systems to improve reporting quality and efficiency

Experience

7-10 years of relevant experience supporting an institutional buy-side global equities firm in:

o Investment operations o Portfolio administration o GIPS®-compliant performance reporting o Fund operations including Shadow NAV oversight o Middle-and back office processes o Asset management operations and workflows

Technical Knowledge

Strong understanding of

o Portfolio accounting o Investment performance measurement o Composite reporting (familiarity with GIPS® is highly desirable)

o Management-fee (flat and performance) calculations o Cash-flow processing o Investment operational workflows and controls o International/global equity and foreign exchange markets o Trade lifecycle concepts from front office to back office

Systems Experience

Hands-on experience with:

o Portfolio Accounting Systems (PAS) such as Eagle o Order Management Systems (OMS) such as Advent or CRD o Refinitiv Workspace, Bloomberg, FactSet. Morningstar or similar databases o Microsoft Excel & Power BI o AI Tools such as Claude, Prompt Engineering and Context Protocol Management

Advanced Excel Skills (Critical)

This is a power-user role.

o Candidates should be highly proficient in:

o Complex nested formulas, dynamic arrays, advanced lookups o Multi-source reconciliations and data validation o Dashboard creation and reporting automation o Large dataset management o Knowledge of VBA, Power Query, Power Pivot, Python, or similar tools is a strong plus

Personal Characteristics The successful candidate will be:

Extremely Detail-Oriented

Able to identify discrepancies and ensure data accuracy.

Self-Motivated

Comfortable working independently in a remote workplace.

Analytical

Enjoys understanding how systems, processes, and data interact.

Resourceful

Finds solutions without requiring constant supervision.

Process-Oriented

Continuously seeks opportunities to improve efficiency and effectiveness.

Dependable

Consistently delivers high-quality work and meets deadlines.

Growth-Oriented





- Interested in a long-term career with increasing responsibility and leadership opportunities.

Preferred Qualifications

CFA Charter holder or CFA Program Candidate

MBA (Finance) or equivalent qualification

Experience supporting operations of buy-side global equities’ investment firms

Experience working with or at global custodians

Experience with GIPS® compliant performance reporting

Compensation & Growth

Competitive compensation based on qualifications and experience (₹15 Lakhs Base Salary per annum and a meaningful performance-based bonus for high performers)

Permanent remote work from home (corporate laptop/dual monitors provided)

No daily commute offers flexibility and better work-life balance

Collegial work environment focused on outcomes rather than face time

Significant autonomy and agency inside a flat, non-bureaucratic management structure

Opportunity to work with a New York-headquartered investment management firm

Merit-based culture and fast track advancement opportunities for right candidates

Clear career path to Operations Manager and expanded leadership responsibilities

Why This Opportunity Is Different

Global Investment Firm Exposure

Work directly with a New York-headquartered investment management firm serving sophisticated global investors. Unlike many large organizations where responsibilities are narrowly defined, this role provides broad exposure across investment operations, portfolio reporting, client servicing, technology, and business management.

Permanent Remote Work Flexibility

Enjoy the benefits of a full-time work-from-home role without the stress of daily commuting. This position is specifically designed as a remote role, offering flexibility, autonomy, and a healthier work-life balance while allowing you to collaborate with a global investment organization.

Significant Career Growth Potential

This is not an administrative or clerical support position. We are looking for someone who wants more than a job and aspires to build a long-term career and take on increasing responsibility as the firm grows. Candidates who demonstrate strong analytical abilities, leadership, initiative, process improvement skills, technological prowess, and operational judgment can expect substantial role expansion over time, with a fast-track career path to managerial and executive level responsibility, position and compensation.

If you are interested, send your resume + cover letter outlining your fit to [email protected]

📌 Senior Investment Operations Analyst (WFH-India)
🏢 Double Duty Money Management
📍 India