● Inter CA with approximately 3 years of relevant experience,
● or a postgraduate with relevant operations experience in a SEBI- or IFSCA-registered PMS, AIF, fund or similar investment management business
Key Responsibilities
1. Fund Operations & Execution
2. Reconciliation & Verification
3. Compliance & Regulatory Support
4. Coordination & Process Management
Required Skills & Attributes ● Qualification: CA Fresher, Inter CA with approximately 3 years of relevant experience, or a postgraduate with relevant operations experience in a SEBI- or IFSCA-registered PMS, AIF, fund or similar investment management business.
● Relevant Experience: Prior exposure to investment management, fund operations, PMS, AIF, fund administration or similar financial operations will be an advantage.
● Excel: Solid Excel skills and comfort working with financial and operational data. Knowledge of formulas, lookups and pivot tables is preferred.
● Systems: Comfortable learning and working with fund accounting, reporting and operational systems. Experience with platforms such as Wealth Spectrum, CAMS, KFin, NSDL/CDSL, custodial platforms or similar systems will be an advantage.
● Attention to Detail: Strong ability to spot inconsistencies and manually cross-check information across multiple reports and sources.
● Problem-Solving: Able to investigate discrepancies and trace issues to their source instead of simply reporting that something is wrong.
● Learning Ability: Quick learner with the ability to understand interconnected processes across operations, accounting, reporting and compliance.
● Ownership: Reliable, proactive and accountable for completing assigned work accurately and on time.
● Communication: Able to coordinate professionally with internal teams and external stakeholders