CA

Fund Operations Associate

Careerfit Ai
Mumbai4-7 LPA Posted 10 Sept 2025
FULL TIME
Ms Office
Excel
Client Account Management
Accounting

Job Description

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.

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