08 Aug
|
K Raheja
|
Mumbai
Role Overview:
We are looking for a detail-oriented Manager Investment Operations, having working experience across mutual funds, equities, Capital Markets, and family office portfolios. The role involves transaction execution, documentation, portfolio reporting, and coordination with brokers, AMCs, RTAs, and custodians.
Key Responsibilities:
- Execute mutual fund transactions including purchase, redemption, switch, and SIPs
- Support equity trade execution and settlement tracking
- Coordinate with AMCs, brokers, RTAs (CAMS/KFin), and investment platforms
- Handle KYC, CKYC, FATCA, DEMAT, FOLIO account opening, and investment documentation
- Maintain portfolio MIS, transaction records, and reconciliation reports
- Support audits, compliance checks, and operational reporting
- Liaise with internal teams and external stakeholders for smooth execution
📌 AM / Manager - Investment Operations (Family Office) (Mumbai)
🏢 K Raheja
📍 Mumbai