The firm offers Portfolio Management Services (PMS) to clients. It invests in publicly listed companies in India.
Operations role at a boutique investment firm
Key tasks involve:
1) Liaising with custodian & administrator on trade verification and settlement in client accounts
2) Assist with client on-boarding, client reporting, documentation and other regulatory compliance
The ideal candidate will have 3-5 years operational experience in an asset management role (brokerage firm, mutual fund, PMS company).
Required Qualifications: BCom
Start Date: December 2018