PMS/AIF Operations (CA/MBA) - BFSI Sector Job Description Template
As part of our BFSI sector team, the PMS/AIF Operations specialist will be responsible for managing portfolio operations, ensuring regulatory compliance, and optimizing financial strategies. This role demands a strong analytical aptitude, excellent organizational skills, and in-depth knowledge of financial markets and instruments.
Responsibilities
- Oversee daily operations of Portfolio Management Services (PMS) and Alternative Investment Funds (AIF)
- Ensure compliance with regulatory standards and internal policies
- Coordinate with internal and external stakeholders for seamless operations
- Prepare and analyze financial reports
- Manage portfolio accounting and reconciliation processes
- Enhance operational efficiency and streamline workflows
- Assist in strategy formulation and implementation
- Monitor market trends and provide insights for portfolio adjustments
- Manage client communications and address inquiries
Qualifications
- Chartered Accountant (CA) or MBA in Finance
- 5+ years of experience in PMS/AIF operations within the BFSI sector
- Strong understanding of SEBI regulations and compliance requirements
- Proven track record of managing financial operations and portfolios
- Excellent analytical and problem-solving skills
- Strong communication and stakeholder management skills
Skills
- Financial Analysis
- Portfolio Management
- Regulatory Compliance
- Accounting
- Risk Management
- Data Analysis
- Excel
- Financial Reporting
- Stakeholder Management
- Market Trend Analysis
Frequently Asked Questions
A PMS/AIF Operations professional in the BFSI sector manages portfolio management services and alternative investment funds. They handle fund administration, compliance, financial reporting, and ensure that all transactions align with regulatory standards. They also liaise with fund managers and investors to provide insights and updates on fund performance.
To become a PMS/AIF Operations professional, candidates with a CA or MBA should focus on building expertise in finance and investment management. They should gain experience in fund administration and compliance within the BFSI sector. Networking, internships, and relevant certifications in finance and investment are also beneficial for entering this field.
The average salary for a PMS/AIF Operations professional in the BFSI sector varies based on experience, location, and company. Typically, professionals can expect competitive compensation reflective of their qualifications like CA or MBA and industry experience. Additional bonuses and benefits are often provided based on performance and company policies.
Qualifications needed for a PMS/AIF Operations role in the BFSI sector include a degree in finance, business administration, or related fields. Typically, a Chartered Accountant (CA) or a Master of Business Administration (MBA) is preferred. Professionals should also have a strong understanding of regulatory frameworks and investment strategies.
Key skills for a PMS/AIF Operations role include analytical abilities, knowledge of financial regulations, proficiency in fund management software, and strong communication skills. Responsibilities encompass managing fund operations, ensuring compliance, financial reporting, and interacting with portfolio managers to align on investment strategies and client engagements.