Associate - PMS Operations & Client Relations

Associate, PMS Operations & Setup
CAGR Capital | Wadala East, Mumbai | Full time, on site | Monday to Friday
Company Description- CAGR Capital is the Portfolio Management Services vertical of the CAGR family, alongside CAGRwealth and CAGRfunds. We are newly formed, and we are building our PMS function from the ground up. You will be one of the first people on the team, and you will have a hands on experience on how things are set up.
Role Description
We are looking for someone who enjoys making things work. You will be the link between CAGR Capital and everyone it works with, and you will run the setup and day to day operations of the PMS. You will own the details, follow things through, and keep every entity on the same page.
Qualifications
Coordinate between CAGR Capital, the custodian, fund accountant, auditors, legal and compliance advisors, and the other CAGR entities
Run the PMS setup, including processes, checklists, documentation and workflows
Handle client onboarding end to end: KYC, agreements, account opening and fund transfers
Work on trade settlement, reconciliation and NAV checks
Support periodic reporting, client statements and regulatory filings
Track timelines, follow up with external partners and make sure nothing falls through
Document how we work so the function can grow without depending on any one person
Candidate Profile & Skill required
1 to 2 years of experience in PMS operations. AIF or mutual fund operations experience is also welcome
Working knowledge of KYC, onboarding, custodian coordination and reconciliation
Familiarity with SEBI PMS regulations is a plus. NISM Series XXI-A certification is a bonus
Clear written and spoken communication, since you will be talking to many people outside the firm
Organised, careful with details, and comfortable following up until the work is done
Someone who likes building, and is happy to work without a ready-made playbook
Why join us
• Early role in a new PMS, with direct exposure to the founders and to how a PMS is set up
• Room to grow as the vertical grows
• A small, close team and a five day work week

Work arrangement
No