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 India

AQR India is an employer hiring in India (sector: BFSI / Investments / Insurance). In its own words: "As quantitative investors, we believe that a systematic and disciplined approach is the best way to achieve long-term value."

Its finance, accounts, audit and tax openings in India are mostly in Bengaluru.

• Industry: BFSI / Investments / Insurance