Career Opportunities in Quantum

2-5+ years Churchgate, Mumbai

Key Responsibilities:

1. 1. Record all activities of Funds, Separately Managed Accounts, Retail PMS, and Proprietary Accounts in Wealth Spectrum (Portfolio Accounting System), ensuring correctness of entries (Trades, Income/Expenses, Corporate Actions, Pricing, etc.).
2. 2. Manage cash and perform daily reconciliation of cash balances.
3. 3. Reconcile cash, holdings, and NAV with Custody reports on a daily basis.
4. 4. Support daily trading activities of the Funds, including post-market trade verification with broker contract notes.
5. 5. Issue settlement instructions to Custodians for trade settlements.
6. 6. Prepare Fund Transfer Instructions and send to Custodians.
7. 7. Perform daily portfolio accounting and valuation for Equity Funds and client accounts.
8. 8. Compute Daily and Weekly NAVs of the funds, review and authorize NAVs.
9. 9. Prepare end-of-day reports for internal teams, including Compliance and Fund Managers.
10. 10. Prepare SEBI month-end reporting data and submit to Compliance.
11. 11. Assist seniors in preparing regular management reports, monthly factsheets, newsletters, presentations, and ad-hoc reports.

Expected Skills:

1. • Good understanding of Investment Management Operations and Capital Markets.
2. • Knowledge of pre/post trade compliance systems.
3. • Strong sense of urgency, accountability, and ownership of work; deadline-driven.
4. • Proactive, self-motivated, and team player.
5. • Excellent English communication skills – spoken and written.
6. • High proficiency with MS Office – Excel, Word, PowerPoint; Adobe knowledge is a plus.
7. • Familiarity with Bloomberg and Reuters.
8. • Maintain high accuracy with numbers and present data via graphs, charts, and tables.
9. • Ability to analyze data, forecast implications on client portfolios, and focus on risk control.
10. • Working knowledge of Wealth Spectrum Order Management System and Portfolio Accounting software.
11. • Strong accounting knowledge desirable.

Education & Experience:

1. • MBA/MMS (Finance) or B.Com / BAF / BBA.
2. • 2 to 5+ years of relevant experience in Indian PMS / AIF.
3. • Knowledge of offshore funds’ share class-wise fund accounting, performance fee accounting, series equalization is an advantage.

1 Day Ago

2-5+ years Churchgate, Mumbai

Roles and Responsibilities:

1. 1. Well-versed with SEBI’s Risk Management framework dated 27-09-2021 and its implementation, in addition to all AMFI circulars and SEBI Master circulars.
2. 2. Present risk reports to the AMC and Trustee Boards on a quarterly basis, and to various committees such as Risk Management Committee and Investment Committee.
3. 3. Establish and monitor key risk indicators, and implement corrective action plans to mitigate risks.
4. 4. Analyze transactions, internal reports, and financial information to identify potential fraud risks.
5. 5. Maintain reports of significant risks and recommendations.
6. 6. Evaluate Risk Control Self Assessment (RCSA) for each department pertaining to Mutual Fund business.
7. 7. Identify and address risk issues and weaknesses in existing products, policies, and processes.
8. 8. Evaluate the effectiveness of the company’s internal control framework in managing risks and achieving company goals.
9. 9. Provide training and technical support to employees regarding risk management strategies and programs.
10. 10. Liaison with auditors and stakeholders.
11. 11. Ensure effectiveness of Business Continuity Plans on a quarterly basis.
12. 12. Act as a key contributor to establishing and evolving the risk culture.

Key Requirements

1. • Chartered Accountant (CA), ICWA, CFA, or MBA Finance preferred.
2. • Additional certifications in Financial Risk Management or Premia are a plus.
3. • 2-5+ years of experience in Risk Management within Mutual Funds or Audit firms.
4. • Strong knowledge of SEBI and AMFI regulations and frameworks.
5. • Excellent analytical, presentation, and communication skills.
6. • Ability to work with multiple stakeholders and committees.

1 Day Ago

3+ years Churchgate

Roles and Responsibilities:

1. 1. Manage the brand’s social media profiles and presence, including Facebook, Twitter, LinkedIn, Instagram, YouTube, and additional channels that may be deemed relevant.
2. 2. Drive traffic and customer engagement across all social media platforms.
3. 3. Create compelling and creative written content for social media posts, ads, and website updates.
4. 4. Post on Twitter relating to trending topics in the industry.
5. 5. Increase engagement percentage across all social media platforms.
6. 6. Track, measure, and analyse all initiatives to report on social media ROI.
7. 7. Manage daily social media calendars and schedule posts.
8. 8. Monitor social media trends and update strategies to boost engagement.
9. 9. Coordinate with graphic designers for creative deliverables.
10. 10. Engage with followers, respond to comments, and interact with the online community.
11. 11. Collaborate with the marketing and content teams to ensure brand consistency.

Key requirements

1. • At least 3+ years’ experience working in social media management/community management.
2. • At least 1 year of experience managing social media in the Mutual Funds industry.
3. • Prior experience building a following on social media channels like Twitter, YouTube, Facebook, Instagram, LinkedIn (and channelling that following to other platforms like Telegram and Discord).
4. • Experience running ads on various social media platforms is a plus.
5. • Creative thinker with strong problem-solving skills.
6. • Excellent communication skills – both verbal & written.

1 Day Ago

2 - 3 years Mumbai

Candidate Responsibilities

1. 1. Be willing to be a pioneer and have an interest in ESG & Corporate Governance.
2. 2. Curiosity and passion for researching and highlighting recent trends in sustainability (environmental and social issues), business ethics, regulations, and sustainable development goals.
3. 3. Use analytical tools and intellect to question, challenge, and evaluate current practices in the evolving area of ESG.
4. 4. Highlight key sustainability / ESG issues that are material to an industry / company.
5. 5. Prepare sector research reports and rank companies based on their sustainability disclosures, performance, and qualitative factors.
6. 6. Travel to meet with company management to understand the company’s overall sustainability strategy and progress.
7. 7. Able to vote for proxy voting for all the resolutions for portfolio companies.
8. 8. Prepare database of Proxy Voting, Stewardship Code, and SFDR.

Key Requirements

1. • Good communication, research, and analytical skills.
2. • Keen eye for detail and a focused, methodical approach to work.
3. • Should be willing to be based in Mumbai.

Qualifications

1. • Those with prior work experience with ESG profile will be given preference.
2. • 2 to 3 years of experience in traditional stock market research.

Key Skills

1. • Sustainability research
2. • ESG research
3. • Analytical skills

1 Day Ago

10 years Mumbai / Pune / Bangalore / Hyderabad/ Kolkata /Delhi / Indore / Lucknow / Jaipur

IT Skills: MS Office

Roles and Responsibilities:

1. • Build strong relationships with MF distributors.
2. • Building relationship with the existing direct clients and leads for business generation.
3. • Acquiring new clients for the company through own references and leads provided by the company.
4. • Meeting Sales targets in terms of Inflows, SIP, etc.
5. • Initiate and maintain personal contact with existing investors and allocated leads over the phone and meeting.
6. • Contacting minimum number of distributors/clients per day/week/month.
7. • Passing on Feedback on calling in a defined format on a daily/periodic basis.
8. • Monitor and act on daily sales activity management information and other internal information tools, using them to effectively grow or maintain share of wallet of premiere Distribution clients.
9. • Responsible for product placement, new business development, key negotiations, and marketing campaign to promote schemes to the premiere segment – IFAs, Banks & NDs.
10. • Delivering consistent and tailored service to the most valued premiere Distribution clients.
11. • Ensuring adequate mix across all products and meeting set sales targets.
12. • Developing markets and enhancing market share.
13. • Contributing to sustained growth in sales through initiatives targeted at long term development of Distribution relationships and deep markets.
14. • Using relationships to mobilize funds under various schemes through Banks & NDs.
15. • Educating the clients about the schemes presales and converting them to buy these schemes.
16. • Sales paperwork, data collation and reporting.
17. • Co-ordinating with the respective departments to ensure a smooth redressal of the post sales requirements.

Skill Set & Personality Traits:

1. • Excellent communication skills.
2. • Passion to talk and convert lead into a sale.
3. • Soft skills to handle all types of distributors / clients over phone.
4. • Willingness to learn.
5. • Goal oriented.

1 Day Ago

3+ years Thane

Organization: Quantum Advisors Private Limited
Job Description: .NET Core Web API & MVC Developer
Department: IT Digital
Position: .NET Core Web API & MVC Developer
Employment Type: Full-time
Reporting To: HOD IT Digital

Job Description:

Required Skills:

1. • 3+ years’ experience in .NET Core Web API & ASP.NET MVC.
2. • Strong front-end skills: HTML5, CSS3, JavaScript, AJAX, JSON, jQuery.
3. • Proficiency in MS SQL Server (T-SQL, stored procedures, DB design).
4. • Experience with version control tools like SVN & Git.
5. • Solid understanding of RESTful API principles.
6. • Strong problem-solving and debugging skills.

Responsibilities:

1. • Design, develop, and maintain .NET Core Web API & MVC applications.
2. • Build responsive UI components using HTML, JavaScript, AJAX, JSON, jQuery.
3. • Write optimized SQL queries and maintain databases.
4. • Collaborate with teams to deliver quality solutions.
5. • Use SVN/Git for version control and follow best practices.

1 Day Ago

5+ years Mumbai

Organization: Quantum Asset Management Private Limited
Reporting To: Head – Legal & Compliance
Qualifications: B.Com., ACS, LLB

Experience:

1. • 5+ years in Mutual Funds / Financial Industry.
2. • Independently dealing with the Board of Directors & conducting Board Meetings.

Roles & Responsibilities:

1. • Designated Company Secretary as per the Companies Act, 2013.
2. • Independently conduct Board & Committee Meetings of the AMC and Trustee Company and coordinate with the Board of Directors.
3. • Prepare Agenda and Minutes of Board/Committee Meetings.
4. • Handle pre and post Board/Committee Meeting compliances, records, and documentation.
5. • Maintain statutory records, registers, and documentation.
6. • Draft, vet, and execute agreements with vendors, service providers, and distributors.
7. • Coordinate with department heads, auditors, and service providers.
8. • Implement and monitor secretarial and compliance systems.
9. • Review and monitor legal cases and trademark applications.

1 Day Ago

5–10 years Churchgate, Mumbai

Company: Quantum Asset Management Private Limited
Department: Product
Reporting To: CEO

About Quantum AMC:

Key Responsibilities:

1. • Support the Product Head in all aspects of product features, positioning, and sales pitch for new and existing products.
2. • Coordinate internally for regulatory filings and approvals; maintain product documentation and reports.
3. • Interact with stakeholders to make products saleable across channels.
4. • Collaborate with fund managers for team and market communications.
5. • Track competitor products, industry AUM movement, and identify product opportunities.
6. • Develop product-related communications and market updates.
7. • Collate and maintain weekly/monthly reports and presentations.

Key Aspects of Role:

1. • Market analysis: peer review, fund flows, SIP trends.
2. • Product TER comparison and strategic insights.
3. • Sales support and channel-wise communication strategies.
4. • Customer lifecycle management for retail digital investors.
5. • Assist in new product development and launch planning.
6. • Assist in preparing product presentations and marketing materials.
7. • Coordinate with fund managers for communications and reporting.
8. • Provide inputs for board presentations on industry trends.
9. • Support content creation for digital and marketing teams.
10. • Bridge between HR and Learning & Development for product-related initiatives.

Skills Required:

1. • Strong analytical and research skills.
2. • Excellent written and verbal communication.
3. • Knowledge of Mutual Fund Industry, Equity, Fixed Income Markets, and investment products.
4. • Excellent MS Office skills (Excel, Word, PowerPoint, preferably with macros).
5. • Ability to work independently and handle pressure.
6. • Understanding of regulatory aspects of products and sales.
7. • Experience with investor education programs and campaigns.
8. • Knowledge of PMS/AIF will be an added advantage.

Experience & Qualifications:

1. • Minimum Qualification: Post Graduation in Finance.
2. • Experience: 5–10 years.

1 Day Ago