Fund Operations Associate

key 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.
• Excellent communication and coordination skills.
• High attention to detail and the ability to work independently in a fast-paced environment.
• Bachelor's degree in Commerce / Finance or a related field. MBA / CFA Level 1+ is a plus .

Skills Required

Client Account Management, Excel, Accounting, Ms Office