Career Opportunities in Quantum

10-14 Years Churchgate, Mumbai

Department: Risk Control
Reporting To: CEO

Key Responsibilities:

1. 1. Should be well versed with SEBI’s Risk Management framework dated 27-09-2021 and its implementation in addition to all the AMFI circulars and SEBI’s Master circulars.
2. 2. Should have the ability to present the Risks to the AMC and the Trustee Boards on Quarterly basis and to various committees like Risk Management committee, Investment committee as and when they are held.
3. 3. Establish and monitor key risk indicators, as well as implement corrective action plans to mitigate risks.
4. 4. Analyze transactions, internal reports and financial information for potential fraud risks.
5. 5. Maintain reports of significant risks and recommendations
6. 6. Evaluate Risk control self assessment of each department pertaining to Mutual Fund business.
7. 7. Identify and address risk issues and weakness in existing products, policies and processes.
8. 8. Evaluate the effectiveness of the company's internal control framework in addressing risks and accomplishing the company’s goals and objectives./li>
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 quarterly basis.
12. 12. Key Contributor to establishing the evolving risk culture.

Education Qualifications :

1. • The candidate should preferably be a Chartered Accountant/ ICWA/ CFA /MBA Finance. Financial Risk Management Or Premia certifications will be an added advantage.

Work Experience :

1. • Should be having minimum 10 to 14 years of experience in Risk Management of Mutual Funds Industry or Audit Firms.

1 Day Ago

2 + Years Bangalore

Department: R & T Operations
Reporting To: HOD R & T Operations

Key Responsibilities:

1. 1. KYC processing
2. 2. Acceptance of Transactions
3. 3. Transaction reporting in system
4. 4. Coordinate with Registrar
5. 5. Resolve queries from Investors/Distributor/Internal Team
6. 6. Distributor empanelment and Queries
7. 7. Branch MIS preparation
8. 8. Administrative activity of Branch.

Education:

1. 1. Graduate in any stream, NISM VA certified, well versed MS Word, MS Excel and Outlook.
2. 2. Good in local language and English communication.

Competencies:

1. 1. Encouraging Attitude, Positive in Relationship building.
2. 2. Team player, someone who can work in collaborative work environment.
3. 3. Effective communication with MFD’s and Investors.

1 Day Ago

8-10 Years Churchgate, Mumbai

Department: Administration
Reporting To: AVP – Administration

Who We’re Looking For:

1. The ideal candidate will be a seasoned administration and facilities management professional with 8–10 years of experience managing PAN India office operations across corporate offices, branches, and coworking spaces. They should be capable of independently leading the administration function, driving operational excellence, and ensuring seamless facility management across multiple locations.

Role Summary:

1. The Administration Manager will be responsible for managing day to day administrative operations across travel, facilities, safety, compliance, vendor management, and office projects. The role requires strong organizational skills, attention to detail, and the ability to coordinate with multiple stakeholders to ensure smooth functioning of workplace services.

Key Responsibilities:

1. 1. Travel, Logistics & Hospitality :
2. a. Travel Management: Flight Booking (Domestic and International Tickets), Accommodation, Local Transportation, Visa, Travel Insurance, Policy Compliance
3. b. Event Management: Indoor Events, In-House Events, External Events (Mumbai & PAN India)


4. 2. Facilities & Infrastructure: Manage End-to-End Facility Operations:
5. a. Infrastructure Maintenance & Upkeep
6. b. Space Planning & Allocation
7. c. Housekeeping & Hygiene
8. d. Utilities & Resource Management
9. e. Facility Services Coordination
10. f. Emergency Preparedness & Safety
11. g. Workplace Standards & Compliance


12. 3. Electro-Magnetic Systems:
13. a. Power Supply & Distribution
14. b. UPS & Backup Systems
15. c. Lighting & Energy Efficiency
16. d. Safety & Compliance
17. e. Monitoring & Preventive Maintenance
18. f. Emergency Readiness


19. 4. Safety, Security & Workplace Standards:
20. a. Workplace Safety & Compliance
21. b. Security Management
22. c. Health & Hygiene Standards
23. d. Workplace Environment & Standards
24. e. Emergency Preparedness & Crisis Response
25. f. Policy Implementation & Awareness


26. 5. Compliance & Statutory Documentation:
27. a. Regulatory Compliance Management
28. b. Licenses & Registrations
29. c. Audit Support & Documentation
30. d. Contract & Agreement Management
31. e. Third-Party Staff Related Compliance
32. f. Record Keeping & Filing


33. 6. Vendor Management & Procurement:
34. a. Vendor Identification & Categorization
35. b. Procurement & Sourcing
36. c. Vendor Evaluation & Continuous Improvement
37. d. Onboarding & Documentation
38. e. Performance Monitoring
39. f. Compliance & Audit Readiness


40. 7. MIS, Cost Efficiency, Budgeting & Vendor Payments:
41. a. MIS (Management Information System)
42. b. Budgeting & Forecasting
43. c. Cost Efficiency & Optimization
44. d. Vendor Payments & Finance Coordination
45. e. Expense Tracking & Control
46. f. Management Reporting & Insights


47. 8. Stakeholder Management:
48. a. Internal Stakeholders: Coordinate with HODs, Employees, and Leadership
49. b. External Stakeholders: Liaise with Landlords, Coworking Spaces, and Property Managers for Office Premises; Government Authorities for Compliance (Fire Safety, Municipal Permissions, Statutory Notices); Engage with Event Venues, Hospitality Providers, and Local Service Agencies During Organizational Events
50. c. Communication & Reporting


51. 9. SOP Development & Workflow Design:
52. a. Offline Process Development
53. b. Maker-Checker, Key Responsibility & Backup (Governance Layer):
    i. Apply Maker–Checker control
    ii. Define Key Responsibilities
    iii. Establish Backup Roles
54. c. Transition to Online Process
55. d. Implementation & Monitoring


56. 10. Vendor Management & Procurement:
57. a. Vendor Identification & Categorization: One-Time Vendors, Daily/Recurring Vendors, Specialized Service Vendors, Repair & Maintenance Contractors
58. b. Procurement & Sourcing
59. c. Vendor Evaluation & Continual Improvement
60. d. Onboarding & Documentation
61. e. Performance Monitoring
62. f. Compliance & Audit Readiness


63. 11. Asset Lifecycle Management:
64. a. Asset Register & Documentation
65. b. Allocation & Utilization
66. c. Maintenance & Upkeep
67. d. Compliance & Safety
68. e. Tracking & Audit
69. f. Disposal & Replacement


70. 12. Projects, New Office, Expansion & Renovation:
71. a. Site Identification & Evaluation
72. b. Design & Layout Planning
73. c. Budgeting & Approvals
74. d. Vendor & Contractor Coordination
75. e. Project Execution & Monitoring
76. f. Compliance & Safety
77. g. Handover & Transition Management
78. h. Office Closure & Transition

Competencies:

1. •Leadership Presence & People Management – Inspiring confidence, mentoring team, and fostering accountability, adaptability, and resilience.
2. •Operational Excellence – Skill in managing facilities, travel, logistics, and resources with precision and preventive discipline.
3. • Strategic Governance & Compliance – Ability to enforce SOPs, statutory adherence, and audit readiness with strong risk management.
4. • Safety & Risk Leadership – Championing workplace safety, emergency preparedness, and compliance audits to protect people and assets.
5. • Vendor & Stakeholder Management – Expertise in building partnerships, negotiating contracts, and maintaining transparent communication.
6. • Workflow Design & Process Discipline – Competence in documenting SOPs, applying Maker–Checker controls, and ensuring backup continuity.
7. • Financial Acumen & MIS Reporting – Strong capability in budgeting, expense control, vendor payments, and delivering actionable insights.
8. • Integrity, Ownership & Problem Solving – High degree of integrity, strong sense of ownership, and ability to resolve complex challenges effectively

1 Day Ago

Fresher Churchgate, Mumbai

Department: Information Technology
Reporting To: Chief Manager – IT Projects & Database
Designation: Apprentice
No of Position:1
Employment Type: Apprenticeship (12 Months)

Role Summary:

1. We are seeking a highly self-motivated, passionate, and technology-driven Apprentice to join our AI & Automation team in the Asset Management and Portfolio Management Services industry. The candidate should demonstrate strong learning agility, curiosity, and the ability to independently learn a broad range of evolving AI and RPA technologies. Structured training and hands-on exposure will be provided in Artificial Intelligence (AI), Generative AI, Agentic AI, AI Agents, Robotic Process Automation (RPA), Microsoft Copilot, Power Platform, and enterprise automation technologies. The role will provide exposure to regulated financial-services processes, where accuracy, data confidentiality, governance, compliance, and operational reliability are critical. Following the training period, the candidate will actively participate in the design, development, testing, deployment, and support of automation and AI solutions across business functions.

Key Responsibilities:

1. Learning & Development :
2. • Take ownership of continuous learning, proactively explore new AI and RPA tools, and independently build capability through structured training, self-study, experimentation, and hands-on practice.
3. • Complete structured training programs in AI, Automation, and Enterprise Technology platforms.
4. • Develop foundational knowledge of:
o Artificial Intelligence (AI)
o Generative AI
o Agentic AI & AI Agents
o Robotic Process Automation (RPA)
o Microsoft Copilot & Copilot Studio
o Power Platform
o Azure AI Services
o Process Automation Technologies

1. AI & Automation Delivery :
2. • Assist in identifying automation opportunities across business processes.
3. • Support development and testing of automation workflows and bots.
4. • Participate in AI use-case implementation and proof-of-concept initiatives.
5. • Assist in building AI Agents and intelligent automation solutions.
6. • Support deployment and monitoring of automation solutions.

1. Business Process Analysis :
2. • Learn and understand business processes relevant to Asset Management and Portfolio Management Services, including investment operations, client servicing, reporting, compliance, risk, finance, and other support functions.
3. • Document existing business processes and workflows.
4. • Prepare functional and technical documentation.
5. • Support user acceptance testing (UAT) and solution validation activities.

1. Research & Innovation :
2. • Research emerging technologies in AI, Automation, and Agentic AI
3. • Evaluate new tools and capabilities.
4. • Contribute ideas for innovation and process transformation.

Competencies:

1. • Ability to quickly learn and apply new AI, RPA, agent, and automation technologies.
2. • Proactively takes ownership of learning and assigned work with limited supervision.
3. • Genuine enthusiasm for continuous learning, experimentation, and emerging technologies.
4. • Ability to understand and solve business problems logically.
5. • Structured approach to troubleshooting and developing practical solutions.
6. • Ability to document work and communicate clearly with team members and users.
7. • Ability to collaborate effectively while also working independently.
8. • Curiosity to explore, experiment, and propose new ideas.

Expected Skills:

1. • Basic programming knowledge (Python preferred).
2. • Understanding of databases and SQL.
3. • Familiarity with Microsoft 365 applications.
4. • Interest in AI, Machine Learning, and Automation technologies.
5. • Knowledge of Power Platform, Automation Anywhere, UiPath, or similar tools is an advantage.

Experience & Education Qualification:

1. • Graduate / Final Year Student in:
o Computer Science
o Information Technology
o Artificial Intelligence
o Data Science
o Electronics & Telecommunications
o Engineering or related disciplines

1 Day Ago

Fresher Churchgate, Mumbai

Department: Operations
Reporting To: Head of Department
Designation: Apprentice
No of Position:1
Employment Type: Apprenticeship (12 Months)

Role Summary:

1. The candidate would be a part of the Operations team. He / She will receive training in operations process. Learn to ensure process excellence, data accuracy, and leveraging technology to drive operational efficiency. This role provides an opportunity for cross-functional collaboration across Middle Office, Compliance, etc. to ensure seamless execution and sustainable growth of the firm.

What We're Looking For:

1. Recent graduate, who is passionate about learning and performing in a scalable, compliant, and technology-enabled operations environment. Driven by precision, process excellence and the opportunity to learn how a high-growth platform serves its clients and stakeholders.

Key Responsibilities:

1. 1. Client onboarding documentation.
2. 2. Co-ordination with Brokers for opening client’s Trading Account & with Custodian for opening custody Demat and Bank account.
3. 3. Cash management and monitoring of Custody Bank Statement on daily basis.
4. 4. Recording all activities of the Funds, Separately Managed Accounts, Retail PMS, Proprietary A/cs in Wealth Spectrum (Portfolio Accounting System) and ensure the correctness of the entries posted (Trades, Income/Expenses, Corporate Actions, Pricing, etc.)
5. 5. Daily reconciliation of cash and positions.
6. 6. Daily trading activities of the portfolios i.e., post-market hours, trade execution verification with broker contract notes, etc.
7. 7. Issuing settlement instruction to the Custodians for settlement of trades.
8. 8. Daily portfolio accounting & valuation.
9. 9. End of day reporting to internal teams such as Compliance, Fund Managers, etc.

Expected Skills:

1. • Accounting knowledge is desirable.
2. • Exhibit a strong sense of urgency, accountability and ownership of work, deadline driven.
3. • Proactive and self-motivated.
4. • English language skills, both spoken and written. Candidate must be able to speak fluent English and draft e-mails independently with correct grammar.
5. • High proficiency with MS Office – Excel, Word, PowerPoint.
6. • Maintain high accuracy with numbers.
7. • Good Team-player with ability to prioritize functions and tasks.

Experience & Education Qualification:

1. • Freshers, interested in developing their career in wealth management, asset management or investment operations of Indian PMS
2. • Graduate (B.Com. / BMS / BAF).

1 Day Ago

Fresher Mumbai, Delhi and Bangalore

Department: Sales
No of Position: 4 (2 Opening-Mumbai, 1 Opening-Delhi and 1 Opening-Bangalore)
Reporting To: Market Head/ Sales Head
Designation: Apprentice
Employment Type: Apprenticeship (12 Months)
Industry: Mutual Funds / Asset Management

Role Summary:

1. The Sales Apprentice will support the Sales and Distribution team in promoting mutual fund products, assisting channel partners, and acquiring new investors. This role offers hands-on exposure to the mutual fund industry and provides an excellent opportunity to learn sales, relationship management, and investment products.

Key Responsibilities:

1. 1. Assist the sales team in promoting mutual fund products to distributors, financial advisors, and investors.
2. 2. Support relationship management activities with channel partners such as MFDs, banks, IFAs, and wealth managers.
3. 3. Conduct market research and identify potential business opportunities.
4. 4. Participate in investor awareness programs, branch activities, and marketing campaigns.
5. 5. Generate and follow up on leads for business development.
6. 6. Maintain records of sales activities, customer interactions, and business opportunities.
7. 7. Coordinate with internal teams for transaction processing and customer service support.
8. 8. Prepare sales reports, presentations, and MIS as required.
9. 9. Stay updated on mutual fund products, market trends, and regulatory guidelines.

Educational Qualification:

1. • Any Graduate (preferably in Finance/Commerce)

Certification:

1. • NISM Series V-A (Mutual Fund Distributors Certification) mandatory.

Preferred Candidate Profile:

1. • NISM-certified fresher looking to build a long-term career in Mutual Funds and Wealth Management.
2. • Passionate about sales, investments, and client relationship management.
3. • Energetic, proactive, and eager to learn.

1 Day Ago

7 - 8 years Churchgate, Mumbai

Department: Equity Research
Reporting To: Fund Manager

Roles and Responsibilities:

1. 1. Conduct in-depth fundamental analysis of companies.
2. 2. Keep up-to-date knowledge of the industry and related markets being researched.
3. 3. Develop and maintain financial models.
4. 4. Keep track of corporate announcements, current policies, and study the impact on Equities and Portfolio.
5. 5. Regularly monitor developments in our investee companies through media updates, corporate announcements, and published results.
6. 6. Participate in research meetings.
7. 7. Prepare research reports and presentations.
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.

Education & Experience:

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

3 - 12 years Delhi / Bangalore/ Nagpur / Hyderabad / Chennai / Kolkata

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