Associate - Operations

Role & responsibilities

• Support end-to-end PMS client onboarding, including application checks, KYC verification, coordination with custodians, and maintaining onboarding trackers.
  
• Prepare periodic client reports, statements, and portfolio summaries with accuracy and share them with clients on time.
  
• Coordinate with internal teams such as Compliance, Investment, Sales, and Operations to collect data and complete client requests.
  
• Share required information and documents with custodians, brokers, auditors, and other external authorities.
  
• Rack payments to all vendors, maintain payment logs, and coordinate with Finance for timely processing.
  
• Maintain operational logs, MIS, and documentation for audits and regulatory requirements.
  
• Handle day-to-day operational tasks such as data entry, updating spreadsheets, tracking requests, and filing documents.
  
• Provide support during audits, compliance reviews, and regulatory submissions.

Preferred candidate profile

• Bachelors degree in Commerce, Finance, Business Administration, or a related field.
  
• Freshers or candidates with up to 2-3 years of experience in operations, finance, PMS, wealth management, or administrative roles.
  
• Strong communication and coordination skills to work effectively with teams and external partners.
  
• High attention to detail, organised work style, and strong follow-up abilities.
  
• Basic proficiency in MS Excel and Google Sheets; comfortable handling data and documentation.
  
• Quick learner with a positive attitude, reliability, and willingness to take ownership of tasks.
  
• Ability to multitask, adhere to timelines, and maintain accuracy.
  
• Professional, dependable, and able to maintain confidentiality of client and business information.