PMS & AIF Operations Lead
9 hours ago
Job Title: PMS & AIF Operations Lead Education - Chartered Accountant (CA) – Mandatory Experience required - 1 Year Role Summary Lead end-to-end operations for PMS and AIF funds, ensuring accurate portfolio administration, investor servicing, regulatory compliance, and seamless coordination across internal and external stakeholders. This role requires strong ownership, process discipline, and hands-on execution. Key Responsibilities Fund Operations & Reporting - Manage daily PMS & AIF operations including NAV working, reconciliations, expense accruals, performance fees, and corporate actions - Ensure accurate and timely investor reporting, portfolio statements, and transaction records - Oversee fund accounting, trade settlements, custodian coordination, and audit support Investor Lifecycle - Handle end-to-end investor onboarding, KYC/FATCA/AML checks, capital calls, distributions, and fee working - Maintain investor data accuracy across systems and reports Regulatory & Compliance - Ensure adherence to SEBI PMS & AIF guidelines - Manage regulatory filings, CRA uploads, custodian submissions, and audit documentation Technology & Transformation - Lead operational system improvements and automation initiatives - Work with tech vendors and internal teams on reporting tools, dashboards, and workflow enhancements Team & Stakeholder Management - Guide and mentor operations team members - Collaborate closely with investment, finance, compliance, custodians, brokers, and auditors - Drive cross-functional projects including new scheme launches and process standardization Required Skills & Experience - Proven experience in PMS/AIF operations and fund accounting - Familiarity with investor onboarding, compliance checks, and regulatory reporting - Ability to manage operational workflows, controls, and exception handling - Strong analytical, communication, and stakeholder-management skills - Experience with PMS/AIF systems preferred (Miles, Investran, eMpower, KFin, CAMS, etc.)
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PMS & AIF Operations Lead
7 days ago
Mumbai, Maharashtra, India CareerFit Full time ₹ 12,00,000 - ₹ 24,00,000 per yearJob Title: PMS & AIF Operations LeadRole SummaryLead end-to-end operations for PMS and AIF funds, ensuring accurate portfolio administration, investor servicing, regulatory compliance, and seamless coordination across internal and external stakeholders. This role requires strong ownership, process discipline, and hands-on execution.Key ResponsibilitiesFund...
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PMS & AIF Operations Lead
16 hours ago
Mumbai, India Careerfit Full timeJob Title: PMS & AIF Operations LeadEducationChartered Accountant (CA) – Mandatory Experience required - 1 Year Role SummaryLead end-to-end operations for PMS and AIF funds, ensuring accurate portfolio administration, investor servicing, regulatory compliance, and seamless coordination across internal and external stakeholders. This role requires strong...
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PMS & AIF Operations Lead
12 hours ago
Mumbai, India Careerfit Full timeJob Title: PMS & AIF Operations LeadEducationChartered Accountant (CA) – Mandatory Experience required - 1 Year Role SummaryLead end-to-end operations for PMS and AIF funds, ensuring accurate portfolio administration, investor servicing, regulatory compliance, and seamless coordination across internal and external stakeholders. This role requires strong...
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PMS & AIF Operations Lead
9 hours ago
mumbai, India Careerfit Full timeJob Title: PMS & AIF Operations LeadEducationChartered Accountant (CA) – Mandatory Experience required - 1 Year Role SummaryLead end-to-end operations for PMS and AIF funds, ensuring accurate portfolio administration, investor servicing, regulatory compliance, and seamless coordination across internal and external stakeholders. This role requires strong...
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PMS & AIF Operations Lead
9 hours ago
Mumbai, India Careerfit Full timeJob Title: PMS & AIF Operations LeadEducationChartered Accountant (CA) – Mandatory Experience required - 1 Year Role SummaryLead end-to-end operations for PMS and AIF funds, ensuring accurate portfolio administration, investor servicing, regulatory compliance, and seamless coordination across internal and external stakeholders. This role requires strong...
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PMS & AIF Operations Lead
8 hours ago
mumbai, India CareerFit Full timeJob Title: PMS & AIF Operations LeadRole SummaryLead end-to-end operations for PMS and AIF funds, ensuring accurate portfolio administration, investor servicing, regulatory compliance, and seamless coordination across internal and external stakeholders. This role requires strong ownership, process discipline, and hands-on execution.Key ResponsibilitiesFund...
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Senior Operations Manager
1 day ago
Mumbai, Maharashtra, India AIF & Pms Experts Full timeRequired :- Only Male cadidateResponsibilities :-Client Servicing Serve clients by addressing and resolving their queries efficiently. Maintain excellent telephone and email etiquette in all client interactions.Onboarding Facilitate the onboarding process for AIF, PMS, mutual fund, and broking clients. Carrying out Know Your Customer (KYC) of resident / non...
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Pms/ Aif
3 days ago
Mumbai, Maharashtra, India Veena Placement Services Full time**Job Title-** PMS/ AIF - Operations **Direct Reporting**: - VP - Operations **Designation**: - Executive/Sr. Executive **Department**: - Customer Service **Location**: - Mumbai, IB **PURPOSE OF THE ROLE**: - PMS/AIF - Client Servicing & Operation **KEY ACTIVITIES** - Handling Client Documentation as per checklist to ensure Smooth Onboarding of...
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Operations AIF
1 day ago
Mumbai, Maharashtra, India Intellectual Capital Hr Consulting Full timeRole & responsibilitiesRole : Operation Manager -AIF PMSJob Summary:We're seeking an experienced Operations professional . You'll oversee daily operations, ensuring efficient and accurate processing of transactions, valuations, and reporting.Key Responsibilities:-Transaction Processing: Process transactions, including investments, divestments, and corporate...
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PMS & AIF Team Lead
7 days ago
Mumbai, India Acme Services Full timeKey Responsibilities: Independently handle end-to-end audits and compliance reviews for PMS and AIF clients in line with SEBI regulations. Review client data, investment statements, and reconciliations of AUM, income, and expenses. Verify and certify monthly/quarterly regulatory reports and disclosure documents. Liaise with client teams,...
