About the Role

We are a family office managing the investments, assets, and financial affairs of the family and its associated entities. We are looking for a detail-oriented Finance Operations Executive to support the smooth running of our day-to-day back-office and investment operations. The role is central to ensuring that transactions, records, and documentation are processed accurately, on time, and in line with regulatory requirements.

This is an excellent chance for an early-career finance qualified to gain broad exposure to investment operations, securities processing, and the workings of a family office.

Key Responsibilities:
Securities & Investment Operations
Execute and track share transfers across demat and physical holdings, coordinating with brokers, custodians, RTAs (Registrar & Transfer Agents), and depositories (NSDL / CDSL).
Process share conversions (dematerialisation of physical shares and other conversion requests), ensuring correct documentation and follow-up until completion.
Maintain accurate records of shareholdings, transactions,



and portfolio positions across family entities.

Back-Office & Transaction Processing
Perform periodic reconciliations of broker / custodian statements, and demat holdings; investigate and resolve discrepancies.
Coordinate with banks, brokers, custodians, and other counterparties for operational matters and query resolution.
Assist with vendor payments, invoice processing, and expense tracking.

Onboarding & Documentation
Manage onboarding tasks for recent accounts, brokers, bank, and other service providers, including collection and verification of required documents.
Ensure completion and upkeep of KYC / AML documentation and other compliance paperwork.
Maintain organised digital and physical filing of agreements, statements, and records.

Reporting & Compliance Support
Prepare and update transaction summaries, and portfolio statements for review.

Qualifications & Requirements
Bachel

📌 Finance Operations Executive Surat
🏢 Shubhalakshmi Polyesters
📍 Surat