AQR India
Financial Services
Operations-TaxOperations-Associate
Neural analysis suggests this role is
optimal for Senior candidates.
“Operations - Tax Operations - Associate at AQR India. Skills: Tax Operations, Process Improvement, Team Leadership. Onboard Flex SMA accounts. Monitor Flex SMA accounts”
Industry & Context.
Analytical skills; Problem-solving skills
What They're Looking For.
Must Have
Undergraduate degree, 7-10 years experience, Financial services institution experience
Nice to Have
Leadership experience, Mentorship experience
What You'll Do.
Onboard Flex SMA accounts
Monitor Flex SMA accounts
Create client reports
Review client reports
Review vendor reports
Perform data analysis
Ensure account funding
Monitor daily reconciliations
Track end-to-end processes
Provide guidance to team members
Analyze existing workflows
Implement process improvements
Drive continuous improvement
Partner with Technology
Partner with Portfolio Management
Partner with Client Service
Contribute to projects
Develop strategic perspective
How You'll Work.
Team & Collaboration
Cross-functional teams; Technology teams; Portfolio Management teams; Client Service teams
Process & Methodology
Process optimization, System enhancements
Full Job Description
About AQR Capital Management AQR is a global investment firm built at the intersection of financial theory and practical application. We strive to deliver concrete, long-term results by looking past market noise to identify and isolate the factors that matter most, and by developing ideas that stand up to rigorous testing. By putting theory into practice, we have become a leader in alternative strategies and an innovator in traditional portfolio management since 1998. At AQR, our employees share a common spirit of academic excellence, intellectual honesty and an unwavering commitment to seeking the truth. We’re determined to know what makes financial markets tick – and we’ll ask every question and challenge every assumption. We recognize and respect the power of collaboration and believe transparency and openness to new ideas leads to innovation. About Operations Operations has a diverse set of responsibilities, including settling and recording thousands of transactions per day, identifying and mitigating operational risk, and partnering with technology to develop and implement low-touch, streamlined processes. The Operations department continually seeks ways to improve while actively supporting the development of new business, structures, and markets. The Tax Operations team is a department within Operations focused on the Tax Aware strategies at AQR. The team is responsible for managing platform providers, account onboarding and client inquiries, vendor oversight, and account maintenance and monitoring for our Tax Aware solutions. The Role We are looking to hire a full-time Associate/VP to join the Tax Operations team in a Team Lead capacity. The primary responsibilities of the role include, but are not limited to: Core Responsibilities Onboard and monitor Flex SMA accounts to ensure they are reconciled, in good order, and maintain appropriate balances, settings, and positions Create and review client reports, ensuring accuracy and completeness Review vendor repor
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