Operations Associate
2 weeks ago
**Job Title:** AVP Operations
**Job Summary:**
We are seeking an experienced AVP Operations to join our Investment Management team at Ardor Talent Solutions Private Limited. The successful candidate will be responsible for assisting and monitoring PMS and AIF related activities, including client onboarding, trade settlement, and regulatory/internal reporting.
**Key Responsibilities:**
- Client Onboarding Executive: Verify clients’ KYC/CKYC and World Check, collaborate with external and internal teams, address and resolve client and distributor queries, and continuously identify and resolve issues related to client onboarding.
- Operational Work: Coordinate with internal and external teams for brokerage/commission calculations and payments, reconcile bank and holdings periodically, calculate NAV on a daily and periodic basis, manage monthly/quarterly payments, TDS returns, and TDS certificates, and verify Form 64C (fundwise and clientwise taxation details).
- Project Specific Work: Assist management with project-specific tasks, support the drafting of policies, manuals, forms, and procedures, implement administrative and regulatory mechanisms for projects, and prepare necessary documents and information for auditors and inspection agencies.
**Requirements:**
- Postgraduate MBA (Finance) or equivalent.
- 4 to 6 years of experience in the Asset Management industry (Mutual Fund / AIF / PMS).
- Strong knowledge of back-office operations, analytical skills, familiarity with relevant software (Wealth Spectrum / Hexagon), and advanced proficiency in Excel.
- Ability to develop robust MIS systems.
**Skills:**
- Analytical Skill, Inspection, Compliance, Excel
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