PMS Operations Specialist

Job Description

1-3 years of experience working in a Portfolio Management Services (PMS) Experience in Client Onboarding, Compliance Reporting, Coordination & Operations. Job Roles and Responsibilities: Client Onboarding: Facilitate the end-to-end client onboarding process, ensuring a seamless experience for all clients, including NRI clients. Compliance Reporting: Prepare monthly and quarterly compliance reports as per SEBI regulations. Coordination & Operations: Collaborate with the fund accounting and custody teams to manage day-to-day operations. Work closely with the compliance and tax accounting teams to ensure all operations adhere to internal and external guidelines. Team Collaboration: Work effectively within small teams, demonstrating a willingness to learn and take initiative. Additional Tasks: Utilize knowledge of Tally or any ERP system to assist with accounting operations. Support other operational and administrative tasks as required. Qualification and Experience: Educational Background: Minimum of a Bachelor's degree. Professional Experience: 1-3 years of experience working in a Portfolio Management Services (PMS) role. Prior experience in onboarding NRI clients is a plus. Certifications: NISM or SEBI certifications are advantageous. Skills & Competencies: Strong analytical and problem-solving skills. Excellent communication and interpersonal skills. Ability to work independently and as part of a small, dynamic team. Familiarity with Tally or similar ERP systems is preferred. Additional Attributes: High level of integrity and attention to detail. Proactive and willing to continuously learn and adapt in a fast-paced environment.