Trustee Officer

2 months ago

india Capitalmind Full time

About us:

Capitalmind is a registered portfolio management company and Alternative Investment Fund (AIF). We are committed to innovation and excellence in the financial services industry and are actively pursuing expansion into the Mutual Fund licensing realm. We have received the in-principal approval from SEBI to launch a mutual fund in August 2024 and are actively working to launch the mutual fund.


Job overview:

Job Title: Trustee Officer

Company: Capitalmind Trustee Private Limited

Location: 1st Sector, HSR Layout, Bangalore

Work arrangement: On-site.


Key Responsibilities:

●       To report to the Board of trustee company

●       To assist Trustees in all aspects relating to monitoring of activities and ensuring scheme offer

  document compliances.

●       Preparation of all Compliance reports as required under SEBI (Mutual Funds) Regulations, 1996 and

Master Circular for Mutual Funds.

●       Conducting training on various policies relating to Compliance

●       Monitoring of Compliance related Policies

●       To ensure all directions of Trustees are implemented in timely manner including SEBI and AMFI

  circulars and relevant guidelines of Mutual Funds.

●       Drafting of Agenda, Notices and Minutes for Committees/Board/General Meetings.

●       Organize the board, members and Trustee committees’ meetings.

●       Preparation and maintenance of meetings of the board, members and various committees.

●       Coordinate with external counsels and consultants.

●       Ensuring all necessary reporting (regulatory and ad-hoc) to Trustees are done in time for necessary approvals.

●       Liaise with Trustees on a regular basis for escalations and other operational and compliance matters which require their attention.

●       Liaise with regulatory authorities, coordinate and support for SEBI and RBI compliances.


Requirements:

●       Professional qualification with a minimum 5 years of experience in finance and financial services related field

●       Qualified Company Secretary (preferred) and graduation in finance or law is a plus.

●       Practical knowledge in SEBI, FEMA and RBI regulations.

●       Skilled in meticulous drafting and review of compliance documents.

●       Excellent communication and teamwork abilities.

●       Strong analytical skills with a proactive risk management approach.


Contact: hr@capitalmind.in


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