PMS Fund Operations

2 weeks ago


Mumbai, Maharashtra, India Stellar Capital Management Full time

Company DescriptionAt Stellar ( we're building AI-powered investment 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 HighlightsTop-of-market cash compensationFree access to Stellar's employee-only investment fundRole DescriptionWe are recruiting for a PMS Fund Operations & Compliance Officer (Company Secretary) in Mumbai: Compliance OwnershipLead end-to-end compliance processes and liaisoning across SEBI, RoC, and other regulatory bodies, including for initial PMS license procurementProactively anticipate regulatory changes and adapt compliance processes ahead of formal announcementsUndertake the responsibilities of our designated company secretary Operational ExcellenceOversee PMS fund operations: NAV reporting, digital KYC/AML, accurate fee processing, etcHandle client interactions, sales support, onboarding processes, and grievance resolution Governance, Legal, and Finance CoordinationCoordinate closely with external CA, legal advisors, and internal stakeholders to uphold impeccable corporate governance, taxation, IP, and trademark managementManage internal financial operations, banking transactions, payments, expenses, accounting, and payroll processesPreferred BackgroundExperience: 5+ years in compliance and operations for a SEBI-registered PMS, with a track record of successfully navigating regulatory auditsEducation: Qualifications in CS (eligible to be the designated CS) and CA (or accounting/finance degree)Versatility: Enthusiastic about proactively taking ownership of diverse responsibilities across compliance, operations, finance, and client interactionsBonus: Zero-to-one experience at fintech startups and interest in staying fluent in modern AI toolsStellar CultureFulfilment through the best work of our livesPursuit of ExcellenceWe are not a family; we are a high-performance sports team- and our sport is solving users' problemsTalent DensityWe prefer to hire one AI-augmented superhuman over five average players- that's why we offer top-of-market compensation and free access to the employee-only fundRelentless InnovationDare to solve daunting problems with first principles thinking, multidisciplinary ingenuity, resourcefulness, and gritThe Fast and The CuriousThe speed of execution and improvement matters more than perfectionRadical CandorBeing kind is more important than being nice- say what people need to hear, not what you think they want to hear, and actively seek feedbackTruth Alone TriumphsChange your mind when the facts change, and don't fool yourself with vanity metrics (Delulu is not the solulu)Pride in CraftsmanshipWhat we build ends up building us- this is more than "just work"Fewer Rules RuleThrive in freedom by being self-motivated, taking ownership, and always acting in Stellar's best


  • Pms Fund Operations

    4 weeks ago


    Mumbai, Maharashtra, India Stellar Capital Management Full time

    Company Description At Stellar (https://stellarcapital.ai/), we're building AI-powered investment 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...

  • PMS Fund Operations

    44 minutes ago


    Mumbai, Maharashtra, 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...

  • PMS Fund Operations

    4 weeks ago


    Mumbai, Maharashtra, India Stellar Capital Management Full time

    Company Description At Stellar ( we're building AI-powered investment 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...

  • PMS Fund Operations

    4 weeks ago


    Mumbai, Maharashtra, India Stellar Capital Management Full time

    Company Description At Stellar ( we're building AI-powered investment 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...

  • PMS Fund Operations

    2 weeks ago


    Mumbai, Maharashtra, 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...

  • Pms Fund Operations

    4 weeks ago


    Mumbai, Maharashtra, India Stellar Capital Management Full time

    Company Description At Stellar ( we're building AI-powered investment 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...

  • Pms fund operations

    2 weeks ago


    Mumbai, Maharashtra, India Stellar Capital Management Full time

    Company DescriptionAt Stellar ( we're building AI-powered investment 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...

  • PMS Fund Operations

    4 weeks ago


    Mumbai, Maharashtra, India Stellar Capital Management Full time

    Company DescriptionAt Stellar ( we're building AI-powered investment 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...

  • PMS Fund Operations

    4 weeks ago


    Mumbai, Maharashtra, India Stellar Capital Management Full time

    Company DescriptionAt Stellar (https://stellarcapital.ai/), we're building AI-powered investment 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...

  • PMS Fund Operations

    3 days ago


    Mumbai, Maharashtra, India Stellar Capital Management Full time

    Company DescriptionAt 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...