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 - 3 years Mumbai

Roles and Responsibilities:

1. 1. Conduct in-depth quantitative and qualitative analysis of investment proposals.
2. 2. Conduct in-depth quantitative and qualitative analysis of investment proposals.
3. 3. Develop and maintain financial models
4. 4. Prepare research reports and presentations.
5. 5. Keep track of corporate announcements, current policies, and study the impact on Equities and Portfolio.
6. 6. Regularly monitor developments in our investee companies through media updates, corporate announcements, and published results.
7. 7. Participate in research meetings
8. 8. Willing to travel to see factories, meet managements, and attend conferences.

Key requirements

1. • Must be curious.
2. • Willing to work hard and smart
3. • Conceptual understanding of important technical terms, and macro-economic issues
4. • A deep interest and aptitude for analyzing financial information, strategic issues, and trends that affect companies, industries, and markets on a regional and global scale.

Qualification required:

1. • Educational qualifications can be from any field. A CFA certificate will be added advantage.
2. • Proficient in Excel, PowerPoint, familiar with financial modeling & valuation methods.
3. • Strong in accounting and investing concepts.
4. • Good written and oral communication skills and the ability to provide & defend an opinion with management.

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

5–10 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