VP, Investment Allocations

About the role

We are seeking a highly motivated Vice President to lead the Investment Allocations team within BXCI. The role will oversee the Bengaluru Center of Excellence (CoE) team and partner closely with global Investment Allocations stakeholders. The Vice President will be responsible for allocation governance, operational execution, controls, data quality, team leadership, and strategic transformation.

What you'll do

• Lead the Bengaluru Investment Allocations CoE and establish clear objectives, service standards, capacity plans, and accountability across the team
• Partner with global colleagues to run hypothetical allocation scenarios (hypos), evaluate allocation outcomes
• Oversee the end-to-end allocation process, including data intake, eligibility validation, constraint monitoring, exception management, approvals, booking support
• Ensure allocations are executed in accordance with approved policies, investment guidelines, client and fund restrictions, conflicts protocols
• Establish and maintain robust governance, including maker-checker controls, documented approvals, audit trails, escalation protocols, and periodic control attestations

What you need

• 10–18 yrs of experience
• Insurance
• Sales
• Portfolio management
• Operational risk
• Reporting
• Compliance
• Chartered Accountant or CFA or MBA or B.Com or BBA

Good to have

• CFA
• Accounting
• Excel
• Data visualisation
• PowerPoint
• Talent management