Operations Manager

3 days ago


Bengaluru, India Capitalmind Full time

About us:

We’re a SEBI registered Portfolio Management Service (PMS) and Cat III Alternate Investment Fund (AIF) managing over ₹2,200 Crores across our equity and debt investment strategies. Find out more about how we deploy research-backed investment strategies for long-term wealth creation: capitalmind.in


Job overview:

Job Title: Operations Manager

Company: Capitalmind Financial Services Pvt Ltd

Location: 1st Sector, HSR Layout, Bangalore

Work arrangement: On-site.


Key Responsibilities:

·      Manage daily operations of the PMS, including trade execution, trade allocation across equity and mutual funds.

·      Oversee reconciliation of transactions, portfolios, and cash flows to ensure accuracy and timely reporting.

·      Handling various security related activities such as corp actions, buy-back, dematerialization, and stock transfers.

·      Handle depository participant activities, including account opening, client code creation and maintenance, settlement of trades.

·      Coordinate with custodians, brokers, and internal stakeholders to streamline operational workflows.

·      Ensure compliance with SEBI regulations and industry best practices, conducting operational audits and internal audits as needed.

·      Collaborate with portfolio managers, compliance, sales and tech teams for seamless operations.


Requirements:

●       Problem Solving mindset to tackle operational issues.

●       Minimum of 5 years of professional experience.

●       Excellent communication and teamwork abilities.

●       Familiar with SEBI PMS regulations.

●       Candidates with NISM Series VII and Series VIII certifications will be preferred.

●       Experience in wealth management operations or PMS operations will be preferred.

●       Proficiency in MS Office, and trading terminals.


Contact: hr@capitalmind.in




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