PMS Fund Operations Specialist

2 days ago

Mumbai, Maharashtra, India beBeeFundOperations Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
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Pursue a rewarding role as a Fund Operations Professional and take ownership of ensuring the seamless functioning of our PMS fund operations.

About the Role
  • This position requires a detail-oriented individual who can oversee end-to-end compliance processes and maintain liaison with regulatory bodies including SEBI and RoC.
  • The ideal candidate will anticipate regulatory changes and adapt compliance processes ahead of formal announcements to ensure continuous improvement.
  • Operational Excellence:
    • Responsibilities include overseeing PMS fund operations such as NAV reporting, digital KYC/AML, accurate fee processing, etc.
    • Candidates should be able to handle client interactions, sales support, onboarding processes, and grievance resolution effectively.
Governance, Legal, and Finance Coordination
  • Coordinate closely with external advisors, legal counsel, and internal stakeholders to uphold impeccable corporate governance, taxation, IP, and trademark management.
  • Manage internal financial operations, banking transactions, payments, expenses, accounting, and payroll processes efficiently.
Requirements
  • Experience: 5+ years in compliance and operations for a SEBI-registered PMS, with a track record of successfully navigating regulatory audits.
  • Education: Qualifications in CS (eligible to be the designated CS) and CA (or accounting/finance degree).
  • Versatility: We seek an enthusiastic professional with a proclivity for taking ownership of diverse responsibilities across compliance, operations, finance, and client interactions.
Bonus
  • Zero-to-one experience at fintech startups is an added advantage, and a willingness to stay fluent in modern AI tools would be beneficial.

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