This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Sr Consultant, Private Equity in India.
We are seeking an experienced Private Equity professional to join a high-performing alternative fund services team supporting global investment clients. This role offers the opportunity to lead complex transfer agency operations, oversee critical fund activities, and contribute to strategic initiatives within a sophisticated financial services environment. You will collaborate with international stakeholders, drive operational excellence, support business transitions, and help enhance processes through innovation and automation. The position is ideal for a detail-oriented professional who combines strong technical expertise with leadership capabilities and a passion for delivering exceptional client service. Working within a collaborative and growth-focused environment, you will play a key role in supporting private equity fund operations while mentoring team members and contributing to continuous improvement initiatives.
Accountabilities:
- Manage complex private equity transfer agency activities, including capital calls, distributions, investor onboarding, account maintenance, and fund-related transactions while ensuring accuracy and timely execution.
- Perform quality assurance reviews of operational activities and deliverables to maintain high standards of client service and regulatory compliance.
- Collaborate closely with global teams to support new business migrations, onboarding projects, operational transitions, and process standardization initiatives.
- Act as a subject matter expert for private equity products and transfer agency operations, developing knowledge resources and supporting cross-functional training efforts.
- Drive process improvements, automation initiatives, and strategic projects designed to enhance operational efficiency, reduce risk, and improve service delivery.
- Coordinate with internal teams, external counterparties, and stakeholders to resolve operational issues, investigate discrepancies, and address client inquiries effectively.
- Support application enhancements, testing initiatives, and business transformation projects by gathering requirements, validating solutions, and ensuring successful implementation.
- Mentor and coach junior team members, contribute to skill development programs, and assist leadership in maintaining a high-performing team environment.
Requirements
- Bachelor’s or Master’s degree in Accounting, Finance, Business Administration, or a related field.
- 9–11 years of experience in Private Equity Transfer Agency, Fund Administration, or alternative investment operations.
- Strong understanding of private equity fund structures, investor servicing, capital account statements, capital calls, distributions, and transfer agency processes.
- Hands-on experience using Investran and other fund administration or investor servicing platforms.
- Proven experience managing complex operational processes, quality assurance reviews, and client-facing responsibilities.
- Strong knowledge of operational risk management, process optimization, and business transformation initiatives.
- Experience supporting transitions, migrations, and global operational projects within financial services environments.
- Excellent analytical, organizational, and problem-solving skills with strong attention to detail.
- Effective communication and stakeholder management skills, with the ability to collaborate across global teams and influence outcomes.
- Demonstrated ability to mentor team members, share knowledge, and support organizational growth.
Benefits
- Opportunity to work with globally recognized investment clients and sophisticated private equity fund structures.
- Flexible and collaborative work environment that supports professional growth and career mobility.
- Exposure to international teams, global operations, and cross-border financial services projects.
- Access to ongoing learning, training, and leadership development opportunities.
- Inclusive workplace culture focused on innovation, teamwork, and continuous improvement.
- Opportunities to contribute to strategic initiatives, automation projects, and process transformation efforts.
- Supportive leadership environment with strong emphasis on career progression and internal mobility.
- Competitive compensation package and comprehensive employee benefits.