Principal Officer - IFSC Unit (GIFT City)

Intellectual Capital HR Consulting Pvt. Ltd.; Mumbai; Vor Ort; INR 3.000.000 - 6.000.000; Vollzeit

Zusammenfassung

Intellectual Capital HR Consulting Pvt. Ltd. is seeking a Principal Officer for its International Financial Service Centre unit at GIFT City.

The role spans investment operations and research, including trade execution, portfolio management, and regulatory coordination. The position requires a minimum of five years in securities or financial products, with experience in PMS/Investment Adviser regulations and relocation to GIFT City, Gandhinagar.

Qualifikationen

• Minimum 5 years in the securities market or financial products.
• Experience as portfolio manager, fund manager, investment advisor, broker-dealer, or equity research.
• Knowledge of PMS and Investment Adviser regulations.
• Willingness to relocate to GIFT City, Gandhinagar.

Aufgaben

• 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 custody, fund accounting, settlements and reconciliations.
• Prepare and submit regular and ad hoc reports and documentation.
• Handle regulatory submissions under PMS and Investment Adviser rules.
• Produce in-depth market research across Indian and US markets.

Kenntnisse

Trade execution

Portfolio management

Rebalancing

Asset allocation

Regulatory compliance

Reporting

Market research

Ausbildung

Bachelor's degree in Finance/Commerce

CFA or equivalent

Jobbeschreibung

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.