Location: Santacruz West, Mumbai

Work Mode: Full-time | On-site

Compensation: ₹15 LPA+

Candidates above ₹15 LPA may be considered where there is a strong justification based on relevant expertise and the value they bring to the role.

About Optima Optima Wealth Private Limited is a SEBI-registered Portfolio Management Service (PMS Reg. No. INP000010159). About The Role We are looking for a high-ownership professional to take end-to-end responsibility for fund operations and internal accounting at Optima.

This is not a narrow execution role. A fund operations process partially exists today, and the person joining will be expected to maintain what works, rebuild what doesn't, and take complete ownership of the outcome .

You will work closely with our fund accountant and custodian, Nuvama , and broker, Zerodha , acting as the day-to-day interface to ensure smooth fund operations, resolve issues and manage exceptions. Internally, you will also own most of Optima's accounting requirements.

Key Responsibilities

Trade & Fund Operations

- Own day-to-day fund operations and ensure smooth execution.
- Coordinate with the fund accountant, custodian and broker.
- Handle operational issues, exceptions and edge cases.

Fund Accounting & Client Reporting

- Oversee fund accounting processes.
- Ensure accurate and timely client reporting.
- Coordinate with external partners wherever required.

Financial Planning & Analysis

- Support financial planning and analysis.
- Provide financial insights to support business decision-making.

Accounting, Tax & Statutory Compliance





- Own Optima's internal accounting activities.
- Coordinate accounting, tax and statutory compliance requirements.
- Ensure accuracy and timely completion of financial processes.

What We're Looking For
- CA strongly preferred; candidates with equivalent rigor may also be considered.
- Approximately 4–7 years of post-qualification experience.
- Hands-on experience in fund operations is essential.
- Trade execution experience is a plus. Even experience managing your own personal trading account is relevant.
- Strong ownership mindset — this is a single-owner role with support, rather than one seat within a large team.
- Comfortable working with ambiguity and unstructured problems.
- Energetic, hands-on and willing to build or improve processes rather than simply follow them.

Why This Role? This is an opportunity to take genuine ownership of a critical function within a lean, high-talent-density investment workplace.

You will have the autonomy to improve existing processes, solve operational problems, build systems where required, and directly own the quality of the outcome.

Compensation ₹15 LPA+ We are open to candidates with higher compensation expectations where their experience and capabilities provide a compelling justification for the premium — particularly through deeper fund-operations expertise, strong accounting/finance ownership, CA qualification, trade-market exposure, or demonstrated ability to independently build and run critical processes.

Location: Santacruz West, Mumbai

Work Mode: On-site

Skills: accounting,operations,finance

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