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 skilled with 5–6+ years of relevant PMS/AIF operations experience to join us.
What you’ll be doing
- Working closely with the investment team to prepare and execute trade files, coordinate daily executions, and manage Wealth Spectrum OMS.
- Managing end-to-end client onboarding, client masters, and periodic report uploads.
- Handling NAV calculation and review for PMS Schemes and AIF Cat III Funds.
- Coordinating with custodians, fund accountants, brokers, and auditors for seamless internal and statutory audits.
- Preparing management and performance fee files, custom MIS statements, and investor-level consolidated reports.
What we’re looking for
- MBA/MMS (Finance) or B.Com with strong accounting knowledge and high accuracy with numbers.
- Strong working knowledge of the Wealth Spectrum Order Management System / Portfolio Accounting System.
- High proficiency in MS Office (Advanced Excel and Macros are a big plus!).
- 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 & AIF (Cat III) Operations (Mumbai)
🏢 Solidarity Advisors Pvt
📍 Mumbai