Job Description – Associate / Senior Associate / Executive – TA Business (AIF & Mutual Fund Operations)
Location: GIFT City, Gandhinagar Department: Transfer Agency (TA) / Fund Operations Experience: 1-4 Years Qualification: B. Com / M. Com / MBA (Finance) or equivalent
About the Role We are looking for dynamic professionals to join our TA Business Operations team at GIFT City. The role involves supporting end-to-end investor servicing, transaction processing, fund administration, and compliance activities for Alternative Investment Funds (AIFs) and Mutual Funds. Key Responsibilities • Process investor transactions including subscriptions, redemptions, switches, transfers, capital calls, and distributions. • Support investor onboarding, KYC/AML verification, FATCA/CRS compliance, and document verification. • Maintain accurate investor records and transaction data. • Coordinate with Fund Managers, Custodians, Trustees, Distributors, and Investors for operational activities. • Review transaction reports and reconcile operational data. • Assist in preparation of MIS reports, investor statements, and regulatory submissions. • Ensure adherence to operational procedures, service standards, and regulatory requirements. • Address investor queries and operational issues within defined timelines. • Support automation and process improvement initiatives. • Ensure compliance with IFSCA, AML/CFT, FATCA/CRS, and other applicable regulations. Preferred Background •
Experience in AIF Operations, Mutual Fund Operations, Transfer Agency Operations, Fund Administration, or Investor Services. • Exposure to:



o Investor onboarding and servicing o Capital calls and distributions o Subscription and redemption processing o SIP, STP, SWP transactions o Fund administration and reconciliation activities Key Skills • AIF & Mutual Fund Operations • Transfer Agency Operations • Investor Servicing • Fund Administration • Regulatory Compliance • Reconciliations & Reporting • Stakeholder Management • Advanced Excel & MIS Reporting • Process Improvement Candidate Profile • Graduate/Postgraduate in Commerce, Finance, or related discipline. • 1-4 years of relevant experience in TA Operations, Fund Administration, Mutual Funds, AIFs, or Investor Services. • Good understanding of capital markets and fund operations. • Solid communication, analytical, and problem-solving skills. • Ability to work in a fast-paced environment and manage multiple priorities.

About KFintech KFintech serves the mission-critical needs of asset managers with clients spanning mutual funds, AIFs (alternative investments), pension, wealth managers and corporates in India and abroad. The company provides SaaS based end to-end transaction management, channel management, compliance solutions, data analytics and various other digital services to asset managers across segments, as well as outsourcing services for global players.

. Skillset Required: AIF & Mutual Fund Operations, Transfer Agency Operations, Investor Servicing, Fund Administration, Subscription & Redemption Processing, Capital Calls & Distributions, SIP/STP/SWP Transactions, KYC/AML Compliance, FATCA/CRS, IFSCA Regulatory Compliance, Reconciliation, MIS Reporting, Advanced Excel, Stakeholder Management, and Process Improvement.

📌 Associate / Sr. Associate (India)
🏢 Scaleax Advisory
📍 India