AQR India | Operations - Tax Operations - Associate

Core responsibilities

• 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.
• We are looking to hire a full-time Associate/VP to join the Tax Operations team in a Team Lead capacity.
• Create and review client reports, ensuring accuracy and completeness.
• Review vendor reports related to compliance, account settings, and trading activity.
• Perform initial and ongoing data analysis related to transition analysis and account onboarding.
• Ensure account funding aligns with product selections and requirements.
• Monitor daily reconciliations and ensure alignment with custodian records.
• Track and monitor end-to-end processes related to Investment Management Agreements and Transition Analysis.
• Provide day-to-day oversight, guidance, and mentorship to junior team members, including task prioritization and workload management.
• Act as a subject matter expert across Tax Operations processes, ensuring consistent application of best practices.
• Analyze existing workflows to identify inefficiencies and implement scalable process improvements.
• Drive a culture of continuous improvement, focusing on automation, accuracy, and operational efficiency.
• Partner with Technology, Portfolio Management, and Client Service teams to support strategic initiatives and business growth.
• Lead or contribute to projects related to process optimization, system enhancements, and operational risk mitigation.
• Develop a forward-looking, strategic perspective on operations to support platform evolution and scalability.

What you’ll bring

• 7-10 years of experience in a financial services institution (prior leadership or mentorship experience preferred).
• Strong analytical, problem-solving, and communication skills.
• Demonstrated ability to think strategically and improve processes.
• Python or automation experience a plus.
• Proficiency 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