Principal Officer - IFSC Unit (GIFT City)

Intellectual Capital HR Consulting Pvt. Ltd.; Coimbatore District; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. seeks a Principal Officer for its International Financial Service Centre unit based at GIFT City, Gandhinagar.

This dual-function role covers investment operations and research, with responsibilities spanning trade execution, portfolio management and market analysis. Candidates should have at least five years in securities or financial products, including portfolio management, investment advisory, or related roles; relocation to GIFT City is required

Qualifications

• Minimum five years in securities markets or financial products.
• Experience as portfolio manager, fund manager, investment adviser or related roles.
• Knowledge of PMS and Investment Adviser regulations is a plus.

Responsibilities

• Execute trades across US and Indian markets with compliant order placement.
• Manage end-to-end portfolio rebalancing and asset allocation for Indian mutual funds.
• Coordinate custodians and fund accountants for settlements and reconciliations.
• Prepare periodic and ad-hoc reports and submissions.
• Ensure regulatory filings under PMS and Investment Adviser rules are timely.
• Act as primary contact with regulators for compliance operations.

Skills

Portfolio management

Trade execution

Regulatory compliance

Financial analysis

Research

Job description

A multi-family office and investment advisory firm is hiring a Principal Officer for its International Financial Service Centre unit at GIFT City. This is a dual-function role spanning investment operations and research.

Part A - Investment Operations:

• Trade execution and portfolio management: execute trades across US and Indian market products with timely, accurate order placement compliant with internal mandates and regulation
• Manage end-to-end portfolio rebalancing and asset allocation for Indian mutual fund portfolios
• Perform accurate trade allocations with proper lot-level accounting
• Custodian and fund accounting: act as primary point of contact for custodians and fund accountants, coordinating settlements, reconciliations and operational query resolution
• Prepare and submit reports, files and documentation on a regular and ad hoc basis
• Compliance operations: track, prepare and file all monthly, quarterly and annual compliance submissions under PMS and Investment Adviser regulations, acting as primary point of contact with the regulator

Part B - Research and Analysis:

• Produce in-depth market research across Indian and US markets

Candidate profile: minimum 5 years in the securities market or financial products, including as a portfolio manager, fund manager, investment advisor, broker dealer, investment banker, wealth manager or research analyst, or at a credit rating agency, market infrastructure institution or financial sector regulator.

NOTE FOR APPLICANTS:

this role is based at GIFT City, Gandhinagar. Candidates from other cities must be open to relocation.