Responsibilities: * Oversee financial reporting, mutual fund & PMS operations * Ensure compliance with regulatory standards * Manage insurance & family office functions * Collaborate on AIF operations * Prepare MIS reports
What Youll Do Oversee day-to-day investment operations, fund processing, and reporting Liaise with AMCs, RTAs, banks, and custodians for smooth transaction execution Support client onboarding (KYC, FATCA, CKYC) and compliance Maintain and reconcile client portfolios, prepare MIS and investment reports Work directly with the Managing Director on high-priority operational tasks What We’re Looking For Mandatory : Prior experience working at or with an AMC Solid understanding of mutual fund/PMS/AIF operations Strong Excel & portfolio reporting skills Detail-oriented, self-motivated, and discreet Based in or open to relocating to KolkataRole & responsibilities