Financial Services Manager
2 weeks ago
Job Summary: We are seeking an experienced Operations leader to join our team at Banyan Capital Advisors Pvt. Ltd. As a key member of our operations team, you will be responsible for overseeing all operational aspects, including compliance, fund management, clients' account audits, SEBI internal audits, and general operational efficiency.
About Us: Banyan Capital Advisors Pvt. Ltd. is a leading portfolio management services (PMS) company established in 2012, catering to high net worth investors globally. We pride ourselves on expertise, accountability, and transparency.
Responsibilities: - Develop and implement operational strategies to optimize efficiency and effectiveness - Supervise trade execution & EOD bifurcations/allocations and settlements - Manage fund operations, including fund accounting, settlements, and reconciliations - Manage liaison with brokers, custodians, and banks for PMS operations - Ensure compliance with all regulatory rules, regulations, and standards - Manage the process of audit of client accounts and internal audit as per SEBI's PMS Regulations - Collaborate with internal teams to streamline workflows and enhance operational performance - Monitor and manage risk associated with operational activities - Lead and mentor a team of operations professionals - Stay abreast of industry trends, regulations, and best practices
Requirements: - Chartered Accountant (CA) /MBA finance preferred - 5 to 10 years of experience in operations within the financial services industry, preferably in PMS, Alternative Investment Funds (AIF), Mutual Funds, or banks - Additional qualifications such as Company Secretary (CS) or a law degree advantageous - Excellent written and oral communication skills - Problem-solving orientation and a 'can-do' attitude - Strong leadership abilities with a proven track record of managing and developing teams - Ability to thrive in a fast-paced, dynamic environment - Detail-oriented with a strategic mindset
What We Offer: The successful candidate will receive a competitive salary package, commensurate with experience, plus benefits and incentives.
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