Principal Officer - IFSC Unit (GIFT City)

Intellectual Capital HR Consulting Pvt. Ltd.; New Delhi; On-site; INR 4,000,000 - 8,000,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. is hiring a Principal Officer for its International Financial Service Centre unit at GIFT City. The role combines investment operations and research, requiring oversight of trades, portfolio rebalancing, and regulatory reporting.

The candidate will engage across Indian and US markets with at least five years in securities, funds, or related financial services. Relocation to Gandhinagar's GIFT City is expected.

Qualifications

• Minimum 5 years in securities market or financial products (portfolio manager, fund manager, investment advisor, broker-dealer, investment banker, wealth manager, research analyst).
• Experience in PMS and Investment Adviser regulatory environments is a plus.
• Strong understanding of Indian and US markets and financial instruments.

Responsibilities

• Execute trades across US and Indian market products with timely, accurate order placement.
• Manage end-to-end portfolio rebalancing and asset allocation for Indian mutual funds.
• Perform accurate trade allocations with proper lot-level accounting.
• Act as primary contact for custodians and fund accountants; coordinate settlements and reconciliations.
• Prepare and submit regular and ad hoc reports and documentation.
• Track, prepare and file monthly/quarterly/annual compliance submissions under PMS and Investment Adviser rules.

Skills

Investment operations

Research analysis

Regulatory compliance

Trade execution

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.