Operations Specialist - Portfolio Management Services

Position Name - PMS Operations Specialist

Location: Wadala, Mumbai

Experience Range: 1-3 yrs

Mandatory Requirement:

- 1-3 years of experience working in a Portfolio Management Services (PMS)

- Experience in Client Onboarding, Compliance Reporting, Coordination & Operations.

About the client:

- Company, is a SEBI-registered portfolio management services firm based in Mumbai, India, specializing in disciplined, research-driven investment strategies for individual and institutional clients

Job Roles and Responsibilities:

Client Onboarding:

- Facilitate the end-to-end client onboarding process, ensuring a seamless experience for all clients, including NRI clients.

Compliance Reporting:

- Prepare monthly and quarterly compliance reports as per SEBI regulations.

Coordination & Operations:

- Collaborate with the fund accounting and custody teams to manage day-to-day operations.

- Work closely with the compliance and tax accounting teams to ensure all operations adhere to internal and external guidelines.

Team Collaboration:

- Work effectively within small teams, demonstrating a willingness to learn and take initiative.

Additional Tasks:

- Utilize knowledge of Tally or any ERP system to assist with accounting operations.

- Support other operational and administrative tasks as required.

Qualification and Experience:

- Educational Background: Minimum of a Bachelor's/Master's degree.

- Professional Experience: 1-3 years of experience working in a Portfolio Management Services (PMS) role.

- Prior experience in onboarding NRI clients is a plus.

- Certifications: NISM or SEBI certifications are advantageous.

- Skills & Competencies: Strong analytical and problem-solving skills.

- Excellent communication and interpersonal skills. Ability to work independently and as part of a small, dynamic team. Familiarity with Tally or similar ERP systems is preferred.

- Additional Attributes: High level of integrity and attention to detail.

- Proactive and willing to continuously learn and adapt in a fast-paced environment.