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Operations - Tax Operations - Associate

AQR Capital Management
Bengaluru, IND
Full-time
Mid-Senior
Onsite
Discovered 1 months ago
Tax operationsFinancial services operationsAccount onboarding and monitoringAccount reconciliationClient reportingVendor oversight

Full Job Posting

About AQR

AQR is a global investment firm focused on applying financial theory and rigorous testing to investment strategies.

The firm describes its culture as emphasizing academic excellence, intellectual honesty, collaboration, and openness to ideas.

About the team and role

Operations handles transaction settlement and recording, operational risk mitigation, and collaboration with technology on streamlined processes.

Tax Operations supports AQR's Tax Aware strategies through platform provider management, account onboarding, client inquiries, vendor oversight, and account maintenance and monitoring.

AQR is hiring a full-time Associate/VP for the Tax Operations team in a Team Lead capacity.

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 for accuracy and completeness; review vendor reports on compliance, account settings, and trading activity.
  • Perform initial and ongoing data analysis for transition analysis and account onboarding.
  • Ensure account funding aligns with product selections and requirements; monitor daily reconciliations against custodian records.
  • Track end-to-end processes for Investment Management Agreements and Transition Analysis.

Team leadership and strategy

  • Provide day-to-day oversight, guidance, and mentorship to junior team members, including task prioritization and workload management.
  • Serve as a subject matter expert across Tax Operations processes and ensure consistent application of best practices.
  • Analyze workflows, identify inefficiencies, and implement scalable improvements focused on automation, accuracy, and operational efficiency.
  • Partner with Technology, Portfolio Management, and Client Service on strategic initiatives and business growth.
  • Lead or contribute to process optimization, system enhancement, and operational risk mitigation projects; support platform evolution and scalability.

Qualifications

  • Undergraduate degree.
  • 7–10 years of experience in a financial services institution.
  • Strong analytical, problem-solving, and communication skills; highly organized, detail-oriented, and able to manage multiple priorities.
  • Demonstrated ability to think strategically and improve processes.
  • Proficiency in Excel and Outlook.
  • Prior leadership or mentorship experience is preferred.
  • Salesforce experience is a plus; Python or automation experience is a plus.

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