While these roles do not directly face clients, they form the backbone of accurate reporting, regulatory compliance, seamless processing, and reliable investment operations.
At FinacPlus, we understand the depth of these functions, and we help global Wealth Management firms build a true extension of their operations through highly skilled teams in India.
Key Back-Office & Middle-Office Roles in Wealth Management
🔹 Operations & Processing
• Fund Accounting Analysts – NAV calculation, fund books & records
• Reference Data Specialists – securities, client & instrument master data
• Client Static Data Analysts – accuracy of core client information
• Loan Processing Analysts – support lending workflows for HNW clients
• Cards Core Processing Specialists – operational support for card-linked wealth accounts
🔹 Technology & Data
• Investment Strategy Coordinators – support PM teams with strategic execution
• Back Office Applications Managers – IT oversight for finance/HR systems
• Services Operations Specialists – training, workflow support, and system management
• Front Office Developers – maintain and enhance trading/portfolio systems
• Investor Reporting & Data Operations Professionals – performance, exposure & portfolio reporting
🔹 Risk & Compliance
• Regulatory Reporting AVPs – ensure correct filings with regulators
• KYC/AML Client Onboarding Analysts – compliance-driven client verification
• Vendor Risk Specialists – evaluate and monitor third-party risks
• Risk Operations Specialists – control frameworks for electronic trading
• Business Continuity Managers – ensure resilient, disruption-free operations
🔹 Specialized Business Support
• Alternative Investments Due Diligence Specialists – deep-dive evaluation of PE, HF, VC
• Insurance & Annuity Operations Specialists – policy processing & analytics
• UHNW Business Support Associates – tailored operations for ultra-wealthy clients
• Bancassurance Specialists – insurance operations within banking channels
FinacPlus Creates a Fully Integrated, Zero-Burden Extension of Your Operations
We don’t give you “offshore outsourcing.”
We give you a seamlessly integrated operating team:
✅ Same time-zone alignment with your HQ
✅ No tax, legal, HR, payroll or accounting burdens
✅ Plug-and-play team that works as your real operational extension
✅ Highly skilled staff trained for Wealth Management domain workflows
✅ Transparent, compliant, secure, and scalable
Your teams stay focused on clients, while FinacPlus runs the operations that keep your Wealth Management engine moving flawlessly.
Visit: https://lnkd.in/g-qCWFWy
