Position: Senior Executive-Fund Operations Department: Fund Operations Experience: 3-5 yrs. Reporting to: VP- Fund Operations Location: Mumbai CTC: As per industry standards Job role: 1. Perform daily NAV calculation and reconciliation for Mutual Fund schemes. 2. Reconciliation of all bank accounts including collection and redemption accounts on daily, monthly and quarterly basis. 3. Monitor and ensure accuracy in trade settlements and corporate actions processing. 4. Generate reports and analysis related to fund performance, expenses, and compliance. 5. Collaborate with all stakeholders including investment teams, RTA, FA, custodian, and auditors for smooth fund operations. 6. Stay updated with industry trends and regulatory changes as applicable from time to time. 7. Identify and implement process improvements to enhance efficiency and control. 8. Assist in preparing materials for board meetings and regulatory filings. 9. Provide support in conducting various audits and addressing auditor queries in coordination with all the departments. 10. Monitor voting intimations for stock investments & ensuring if the voting is done as per the policy. Qualification: •Bachelor’s degree in finance, Accounting, or related field. Master's degree or professional certification (e.g., CFA, FRM) is a plus. • 3-5 years of experience in fund operations in Mutual Fund or related financial services roles. • Proven track record of handling NAV calculations, reconciliations, and reporting accurately and timely. • Knowledge of mutual fund regulations and compliance requirements. • Proficiency in Microsoft Excel. • Strong organizational skills with the ability to multitask and prioritize effectively. • Team player with a proactive and results-oriented mindset.
Position: Assistant Company Secretary Experience: Qualified CS (2-3 Years of work experience) Reporting to : Company Secretary Location: Gurgaon Department: Secretarial Salary: As per industry standards As an Assistant Company Secretary you will be responsible for supporting the Secretarial team in ensuring adherence to regulatory requirements under Companies Act 2023 and various other Compliances under SEBI, AMFI and other regulatory bodies applicable to MF. Job Role: To assist the Company Secretary, on the below core areas -: • Ensuring timely conduct of all Board, Committee & General Meetings i.e. Drafting of Agenda, Notices, Notes to Agenda, Attendance Sheet & Minutes of Meetings. • Preparation of Annual Report, Board Report, Directors Responsibility Report, Management Discussion & Analysis Report, etc. • Handling Secretarial Audit of the Company • Maintenance of Statutory Registers under the Companies Act, 2013 • Ensuring secretarial compliances on Resolution by Circulation • Liasioning with various authorities like MCA, ROC, etc. • Ensuring Website Compliances relating to uploading of Annual Reports and other regulatory requirements. • E-filing of various forms and returns with ROC. • Coordinating with various departments and compiling the relevant documents and reports. • Providing data and liasioning with Internal and Statutory Auditors on Half Yearly and Annual Basis for audit purposes. • Rendering continuous support to the team in maintaining accurate records and documentation related to secretarial activities. • Engage in continuous learning activities to stay updated on regulatory changes and compliance best practices. Qualification: Candidate must be qualified Company Secretary. • Strong interpersonal skills with ability to collaborate across different departments. • Efficient researcher. • Well versed in MS Word, MS Excel, Power Point
As a Fund Manager, you will be responsible for managing investment portfolios, analyzing market trends, and making informed investment decisions. Your role is crucial in driving the performance of the funds under your management, and you will play a key part in maintaining and enhancing client relationships. The ideal candidate has a strong analytical mindset, a deep passion for investing, and is ultra-competitive in a positive team context. Key responsibilities: Develop and implement effective investment strategies. Monitor and manage investment risk. Provide regular updates and reports on fund performance. Foster strong relationships with clients and stakeholders. Company and Industry Research: Conduct in-depth research on potential investment opportunities, industry sectors, and market conditions. This includes in-depth analysis of company and regulatory filings, competitor analysis, and interviewing management teams and industry-experts Modeling: Build and maintain financial models to evaluate the potential risks and returns of various investment options, helping to identify attractive opportunities. Update financial models including various valuation techniques of the businesses in the portfolio and the coverage universe Due Diligence: Support due diligence efforts by gathering and organizing information on prospective investments, including company profiles, competitive landscapes, and regulatory considerations. Manage, mentor, and guide a team of research and data analysts along with the other fund manager(s) Qualifications: There are no area of study requirements but educational credentials which give you the skills required to perform the role like CA, CFA (US), MBA (Finance) are preferred. Minimum 5 years of relevant work experience in Fund Management Role Advanced analytical and quantitative capabilities Demonstrated interest in and passion for financial markets Painfully high levels of curiosity and skepticism Excellent communication skills, both written and verbal, with the ability to present complex information in a clear and concise manner Dedication to thinking from first principles and focusing on the investment process not just the outcome Detail-oriented with a commitment to accuracy and quality in research Effective interpersonal skills and desire to work with a team. About Taurus Mutual Fund ( https://www.taurusmutualfund.com/ ) Taurus Mutual Fund was amongst the first few private sector Mutual Funds to be registered with SEBI. It recently completed 30 years in its journey of creating wealth for its investors. Taurus Mutual Fund is a unique equity-only fund house that continuously strives to strengthen its offerings with more & more innovative schemes designed on the basis of years of expertise, market knowledge & research. With a commitment to excellence and a focus on innovation, we strive to provide sustainable returns and create long-term value for our investors. As part of our dynamic team, you will have the opportunity to contribute to the growth and success of Taurus Mutual Fund while advancing your career in the financial industry. Taurus Mutual Fund has established its presence across all demographics and its distribution network is strongly supported by more than 6000 business associates.
Experience : Work experience of 3 years in equity research & investment analysis in sell side, portfolio advisory, etc. Preference towards candidates with equity research experience in buy side (such as Asset Management Company). Analytical & Research Skillset: Proven ability to conduct independent, in-depth research and provide actionable investment insights. Strong capability in bottom-up and top-down research approaches. Ability to generate sectoral, macroeconomic, and company-specific reports. Preference towards candidate with sector agnostic research background Technical Skillset : Strong understanding of financial statements, valuation techniques (DCF, comparables, etc.), and financial modeling. Proficiency in tools like Excel, Bloomberg, Reuters, Capital IQ, or similar. Familiarity with industry-specific metrics and economic indicators. Ability to use statistical tools Performance Track Record: Demonstrated history of accurate forecasts, high-conviction calls, or meaningful contributions to portfolio returns. References or samples of past work, such as investment memos or reports, would be required.
Role: Equity Research Intern Location : Gurugram Department: Fund Management Stipend: 10k p.m *Apply only through the MS form link below. Job description: Work closely with the Research analyst as well as the Fund Manager to assist them with on-going equity research. Proficient in MS excel, VBA, And Macros. •The daily tasks would include collating company’s and industry’s financial data, preparing transcript and summary of quarterly earnings conference call with investee companies, tracking news and articles about companies/industries in portfolio/tracking list etc. •Create routine reports, including but not limited to Investment Committee Reports and Investment Monitoring Committee Reports. •Attending result conference calls / Group and in-person meetings and provide timely & relevant information to the Fund Manager. •Conduct comprehensive market research to deliver actionable insights aiding strategic decisions and empowering the research team's objectives. To apply, fill the below form via link and we will reach out to the shortlisted candidates. https://forms.office.com/r/Emke277kUb
As a Fund Manager, you will be responsible for managing investment portfolios, analyzing market trends, and making informed investment decisions. Your role is crucial in driving the performance of the funds under your management, and you will play a key part in maintaining and enhancing client relationships. The ideal candidate has a strong analytical mindset, a deep passion for investing, and is ultra-competitive in a positive team context. Key responsibilities include developing and implementing effective investment strategies, monitoring and managing investment risk, providing regular updates and reports on fund performance, and fostering strong relationships with clients and stakeholders. Additionally, you will conduct in-depth research on potential investment opportunities, industry sectors, and market conditions. This involves analyzing company and regulatory filings, competitor data, and interviewing management teams and industry experts. You will also build and maintain financial models to evaluate risks and returns, assist in due diligence efforts, and manage, mentor, and guide a team of research and data analysts. Qualifications for this role include a preference for educational credentials such as CA, CFA (US), or MBA (Finance), a minimum of 5 years of relevant work experience in Fund Management, advanced analytical and quantitative capabilities, a demonstrated interest in financial markets, high levels of curiosity and skepticism, excellent communication skills, dedication to the investment process, attention to detail, effective interpersonal skills, and a desire to work collaboratively. About Taurus Mutual Fund: Taurus Mutual Fund, one of the first private sector Mutual Funds registered with SEBI, recently celebrated 30 years of creating wealth for its investors. As an equity-only fund house, Taurus Mutual Fund focuses on strengthening its offerings through innovative schemes based on expertise, market knowledge, and research. With a commitment to excellence and innovation, the company aims to provide sustainable returns and long-term value for investors. Joining the dynamic team at Taurus Mutual Fund offers you the opportunity to contribute to its growth and success in the financial industry. The company's distribution network is supported by over 6000 business associates, establishing its presence across all demographics. For more information about Taurus Mutual Fund, visit their website at https://www.taurusmutualfund.com/.,
As a Fund Manager, you will be responsible for managing investment portfolios, analyzing market trends, and making informed investment decisions. Your role is crucial in driving the performance of the funds under your management, and you will play a key part in maintaining and enhancing client relationships. The ideal candidate has a strong analytical mindset, a deep passion for investing, and is ultra-competitive in a positive team context. Key responsibilities: Develop and implement effective investment strategies. Monitor and manage investment risk. Provide regular updates and reports on fund performance. Foster strong relationships with clients and stakeholders. Company and Industry Research: Conduct in-depth research on potential investment opportunities, industry sectors, and market conditions. This includes in-depth analysis of company and regulatory filings, competitor analysis, and interviewing management teams and industry-experts Modeling: Build and maintain financial models to evaluate the potential risks and returns of various investment options, helping to identify attractive opportunities. Update financial models including various valuation techniques of the businesses in the portfolio and the coverage universe Due Diligence: Support due diligence efforts by gathering and organizing information on prospective investments, including company profiles, competitive landscapes, and regulatory considerations. Manage, mentor, and guide a team of research and data analysts along with the other fund manager(s) Qualifications: There are no area of study requirements but educational credentials which give you the skills required to perform the role like CA, CFA (US), MBA (Finance) are preferred. Minimum 5 years of relevant work experience in Fund Management Role Advanced analytical and quantitative capabilities Demonstrated interest in and passion for financial markets Painfully high levels of curiosity and skepticism Excellent communication skills, both written and verbal, with the ability to present complex information in a clear and concise manner Dedication to thinking from first principles and focusing on the investment process not just the outcome Detail-oriented with a commitment to accuracy and quality in research Effective interpersonal skills and desire to work with a team. About Taurus Mutual Fund ( https://www.taurusmutualfund.com/ ) Taurus Mutual Fund was amongst the first few private sector Mutual Funds to be registered with SEBI. It recently completed 30 years in its journey of creating wealth for its investors. Taurus Mutual Fund is a unique equity-only fund house that continuously strives to strengthen its offerings with more & more innovative schemes designed on the basis of years of expertise, market knowledge & research. With a commitment to excellence and a focus on innovation, we strive to provide sustainable returns and create long-term value for our investors. As part of our dynamic team, you will have the opportunity to contribute to the growth and success of Taurus Mutual Fund while advancing your career in the financial industry. Taurus Mutual Fund has established its presence across all demographics and its distribution network is strongly supported by more than 6000 business associates.
Position: Chief Risk Officer( Manager) Experience: 8+ yrs. Reporting to: EVP- Governance Location: Gurgaon, Haryana Department: Audit Risk CTC: As per industry standards Job overview: We are seeking a highly motivated and skilled Manager - Risk & Audit to join our team. This position plays a crucial role in assessing and mitigating risks associated with our operations, ensuring compliance with regulatory standards, and enhancing overall audit processes within the company. Job Role: 1. Audit Planning and Reporting: • Assist in developing annual audit plans based on risk assessments and regulatory requirements. • Prepare and present audit findings, reports, and recommendations to senior management and audit committees. 2.Internal Audits: • Plan and execute internal audits to assess the adequacy and effectiveness of internal controls, policies, and procedures. • Prepare audit reports detailing findings, recommendations, and corrective actions to address identified issues. 3. Compliance Monitoring: • Monitor regulatory compliance with applicable laws, SEBI regulations, and industry standards. • Ensure adherence to internal policies, procedures, and guidelines related to risk management and audit activities. 4. Conduct Risk Assessments: • Evaluate and identify potential risks within various operational areas of the company. • Develop risk assessment frameworks and methodologies to identify, prioritize, and mitigate risks effectively. 5. Risk Mitigation: • Collaborate with stakeholders to develop and implement risk mitigation strategies. • Provide recommendations for improving risk management practices and enhancing internal controls. 6. Continuous Improvement: • Stay updated on industry trends, regulatory changes, and best practices related to risk management and auditing. • Identify opportunities for process improvements and contribute to the enhancement of audit methodologies. Qualifications: Bachelor’s degree in finance, accounting or a related field with 8+ years of experience with minimum 2-3 years of audit related experience in the Mutual Fund Industry preferred. A professional certification or Post graduation such as MBA is preferred. Attention to detail, analytical skills and a proactive approach to problem-solving. Strong understanding of risk assessment techniques, audit principles and regulatory requirements applicable to mutual funds. Effective communication skills to interact with stakeholders, present audit findings, and collaborate on risk mitigation strategies.