Team Member - Alternate Business Operations

Job Description

Job Purpose

Ensures efficient execution of the entire gamut of PMS operations w.r.to client on-boarding, PMS trades execution, MIS, Brokerage payouts, clients account maintenance, process enhancements etc. and in keeping with all regulatory and statutory guidelines.

Job Context & Major Challenges

Job Context/Job Challenges:

Key Challenges for the role are as follows:
Unpredictable nature of business can put immense pressure on the set-up, challenging process scalability severely
Fluid business environment leads to frequent calls for modified processes. Standard processes can undergo new demands for change which need to be catered quickly eg. AIF, Fund of Fund, Liquid investments, Non-Discretionary Products etc.
Taxation and its implications need to be addressed efficiently with changes to existing systems to ensure continuity. Alternate assets and GST being case in point.
In order to ensure process and cost efficiencies, it is imperative to be in control of vendors deliverables
Business demand for multiple custodians can lead to less standard process and controls
Multiple and fluid fee structures lead to dilution of controls and delay in brokerage processing and claw back

Key Result Areas