Operations Manager

1 month ago


bangalore, India Capitalmind Full time
About us:
We’re a SEBI registered Portfolio Management Service (PMS) and Cat III Alternate Investment Fund (AIF) managing over ₹2,200 Crores across our equity and debt investment strategies. Find out more about how we deploy research-backed investment strategies for long-term wealth creation: capitalmind.in
Job overview:
Job Title: Operations Manager
Company: Capitalmind Financial Services Pvt Ltd
Location: 1 st Sector, HSR Layout, Bangalore
Work arrangement: On-site.
Key Responsibilities:
·      Manage daily operations of the PMS, including trade execution, trade allocation across equity and mutual funds.
·      Oversee reconciliation of transactions, portfolios, and cash flows to ensure accuracy and timely reporting.
·      Handling various security related activities such as corp actions, buy-back, dematerialization, and stock transfers.
·      Handle depository participant activities, including account opening, client code creation and maintenance, settlement of trades.
·      Coordinate with custodians, brokers, and internal stakeholders to streamline operational workflows.
·      Ensure compliance with SEBI regulations and industry best practices, conducting operational audits and internal audits as needed.
·      Collaborate with portfolio managers, compliance, sales and tech teams for seamless operations.
Requirements:
●       Problem Solving mindset to tackle operational issues.
●       Minimum of 5 years of professional experience.
●       Excellent communication and teamwork abilities.
●       Familiar with SEBI PMS regulations.
●       Candidates with NISM Series VII and Series VIII certifications will be preferred.
●       Experience in wealth management operations or PMS operations will be preferred.
●       Proficiency in MS Office, and trading terminals.
Contact:

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