PMS Operations

3 weeks ago

Mumbai, India Stellar Capital Management Full time

Company Description At Stellar ( we're building AI-powered wealth management for modern Indians. Powered by advanced AI and institutional-grade quantitative research, Stellar Capital Management helps modern Indians achieve smooth net worth growth. The company focuses on true risk diversification that complements a holistic financial picture. Clients experience hyper-personalized investment management with unmatched transparency and convenience. Compensation Highlights Top-of-market cash compensation Free access to Stellar's employee-only investment fund Role Description We are recruiting for a versatile PMS Operations & Compliance Officer (Company Secretary): Compliance Ownership Lead end-to-end compliance processes and liaisoning across SEBI, RoC, and other regulatory bodies, including for initial PMS license procurement Proactively anticipate regulatory changes and adapt compliance processes ahead of formal announcements Undertake the responsibilities of our designated company secretary Operational Excellence Oversee PMS fund operations: NAV reporting, digital KYC/AML, accurate fee processing, etc Handle client interactions, sales support, onboarding processes, and grievance resolution Governance, Legal, and Finance Coordination Coordinate closely with external CA, legal advisors, and internal stakeholders to uphold impeccable corporate governance Manage internal financial operations Preferred Background Experience: 5+ years in compliance and operations for a SEBI-registered PMS, with a track record of successfully navigating regulatory audits Education: Qualifications in CS (eligible to be the designated CS) Versatility: Enthusiastic about proactively taking ownership of diverse responsibilities across compliance, operations, finance, and client interactions Bonus: Zero-to-one experience at fintech startups and interest in staying fluent in modern AI tools Stellar Culture Fulfilment through the best work of our lives Pursuit of Excellence We are not a family; we are a high-performance sports team- and our sport is solving users' problems

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