At Solidarity Advisors Private Limited, we manage around ₹2,350 Cr AUM across 200+ families through the PMS & AIF. We operate as a boutique firm growing at a controlled pace to drive alpha creation and align our interests with our clients. Our Operations team is growing, and we’re looking for a sharp, detail-oriented qualified with 5–6+ years of relevant PMS/AIF operations experience to join us. What you’ll be doing: 1. Working closely with the investment team to prepare and execute trade files, coordinate daily executions, and manage Wealth Spectrum OMS. 2. Managing end-to-end client onboarding, client masters, and periodic report uploads. 3. Handling NAV calculation and review for PMS Schemes and AIF Cat III Funds. 4. Coordinating with custodians, fund accountants, brokers, and auditors for seamless internal and statutory audits. 5. Preparing management and performance fee files, custom MIS statements, and investor-level consolidated reports.



What we’re looking for: 1. MBA/MMS (Finance) or B.
Com with strong accounting knowledge and high accuracy with numbers. 2. Strong working knowledge of the Wealth Spectrum Order Management System / Portfolio Accounting System. 3. High proficiency in MS Office (Advanced Excel and Macros are a big plus). 4. A strong sense of accountability, ownership, urgency, and excellent communication skills. ?

How to Apply
If you're ready to make an impact in a boutique investment management environment, please send your resume directly to Ms. Naarah Pereira at [email protected] Know someone who would be a great fit? Tag them in the comments below ? #Hiring #JobOpening #PMSOperations #AIFOperations #InvestmentManagement #WealthSpectrum #FinanceJobs #SolidarityAdvisors

📌 Senior Executive – PMS (Mumbai)
🏢 Solidarity Advisors Pvt
📍 Mumbai