
Pivotal Operations Professional
1 week ago
The Fund Operations Associate will play a pivotal role in ensuring the smooth functioning of our fund operations. This individual will be responsible for managing client accounts, executing operational tasks, and maintaining strong relationships with clients.
Key Responsibilities
- Manage client accounts with precision and attention to detail.
- Execute operational tasks efficiently and effectively.
- Maintain strong relationships with clients through exceptional communication and coordination skills.
Requirements
- 24 years of relevant experience in PMS or AIF operations.
- Strong understanding of PMS workflows, SEBI regulatory framework, and back-office processes.
- Proven experience in client account management and operational execution.
- Familiarity with PMS architecture and how various systems integrate within the PMS operational framework.
- Proficient in WealthSpectrum – mandatory.
- Strong command of Excel (advanced level) and exposure to fund accounting tools.
Education
- Bachelor's degree in Commerce/Finance or a related field. MBA/CFA Level 1+ is a plus.
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