Manager- PMS/AIF Operations-Goregaon, Mumbai Job Description Template
As a Manager for PMS/AIF Operations based in Goregaon, Mumbai, you will oversee the operational aspects of Portfolio Management Services (PMS) and Alternative Investment Fund (AIF) offerings. You will ensure that all processes are compliant with regulatory standards and strive to enhance operational efficiency and customer satisfaction.
Responsibilities
- Manage end-to-end operational processes for PMS and AIF.
- Ensure compliance with regulatory and legal requirements.
- Coordinate with various teams to facilitate smooth operational workflows.
- Monitor and improve operational efficiency and accuracy.
- Prepare and review financial and operational reports.
- Handle client inquiries and resolve operational issues promptly.
- Implement and manage operational controls and procedures.
- Oversee documentation and record-keeping for all transactions.
- Provide training and support to junior team members.
Qualifications
- Bachelor's degree in Finance, Business Administration, or related field.
- Minimum of 5 years of experience in PMS/AIF operations.
- In-depth knowledge of financial regulations and compliance.
- Proven track record of managing operational teams.
- Excellent communication and organizational skills.
- Strong analytical and problem-solving abilities.
Skills
- PMS Operations
- AIF Operations
- Regulatory Compliance
- Financial Analysis
- Operational Efficiency
- Team Management
- Client Relationship Management
- Microsoft Office Suite
- ERP Systems
Frequently Asked Questions
A Manager- PMS/AIF Operations in Goregaon, Mumbai is responsible for overseeing portfolio management services and alternative investment funds operations. This includes managing client portfolios, ensuring compliance with regulations, and coordinating with financial experts to optimize fund performance. They also handle day-to-day operations such as transaction processing, reporting, and managing investor relations effectively.
To become a Manager- PMS/AIF Operations in Mumbai, one typically needs a degree in finance, business administration, or a related field. Experience in financial services, particularly in portfolio management or alternative investment funds, is crucial. Additional certifications or postgraduate qualifications can enhance prospects. Strong analytical skills, knowledge of financial regulations, and experience in operational management are essential.
The average salary for a Manager- PMS/AIF Operations in Goregaon, Mumbai varies depending on experience, qualifications, and the financial institution. Typically, it ranges from mid to high levels in the financial sector. Candidates with expertise in PMS and AIF operations, coupled with successful track records, may command higher compensation packages. Such roles often come with performance-related bonuses.
A Manager- PMS/AIF Operations role typically requires a bachelor's degree in finance, business, or a related field. Many employers prefer candidates with a master's degree or professional certifications like CFA. Extensive experience in portfolio management services and alternative investment funds is important. Strong knowledge in financial operations, regulatory compliance, and investment strategies is also essential.
A Manager- PMS/AIF Operations must possess strong analytical and problem-solving skills. Responsibilities include managing financial portfolios, ensuring compliance with SEBI regulations, and overseeing investment strategies. Proficiency in financial software, excellent communication, and leadership skills are vital. The role demands the ability to analyze market trends, manage client expectations, and optimize portfolio performance efficiently.