PMS Fund Operations

3 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 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 PMS Fund Operations & Compliance Officer (Company Secretary) in Mumbai:

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, taxation, IP, and trademark management
  • Manage internal financial operations, banking transactions, payments, expenses, accounting, and payroll processes

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) and CA (or accounting/finance degree)
  • 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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