AQR India | Operations - Tax Operations - Analyst

Responsibilities

• The Tax Operations team is a department within Operations focused on the Tax Aware strategies at AQR.
• The team is responsible for managing our platform providers, account onboarding and client inquiries, vendor oversight and account maintenance and monitoring for our Tax Aware solutions.
• We are looking to hire a full-time Analyst/Associate to join the Tax Operations team.
• Create and review all client reports and ensure the accuracy and completeness of client reporting.
• Review multiple reports from vendors periodically. This could be related to compliance, account settings, or trading activity.
• Perform initial and ongoing data analysis related to transition analysis requests and account onboarding.
• Ensure account funding aligns with respective product selections and account requirements.
• Monitor daily reconciliations and ensure that key account characteristics match to custodian records.
• Track and monitor end to end process related to Investment Management Agreements and Transition Analysis to ensure process is progressing.

What you’ll bring

• Excellent analytical and communication skills.
• Proficient in Excel and Outlook

AQR Capital Management, LLC

AQR Capital Management started in January 1998, when Cliff Asness, David Kabiller, John Liew and Robert Krail left Goldman Sachs to set up their own firm. The name comes from Applied Quantitative Research. Asness, Krail and Liew had met in the PhD programme at the University of Chicago. AQR is based in Greenwich, Connecticut, and manages money using quantitative methods for institutional clients and financial advisors. It is primarily owned by its founders and principals. Besides Greenwich, it has offices in Bengaluru, Hong Kong, London, Sydney, Munich and Dubai.

Its openings in India have been tax operations roles in Bengaluru: an analyst role asking for one to two years in a financial services institution and an associate role asking for seven to ten years, with leadership or mentoring experience preferred. Both ask only for an undergraduate degree and do not name a professional qualification.

• Industry: Investment management: quantitatively driven alternative and traditional strategies for institutions and financial advisors
• Headquarters: Greenwich, Connecticut, United States
• In India: AQR office in Bengaluru