Investment Operations Associate (Mumbai)

Dezerv is a house of investing solutions for high-net-worth and affluent Indians. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team brings together decades of investing expertise from leading global financial institutions like JP Morgan, UBS, BNP Paribas, etc. Our team of experts monitors the performance of portfolios and rebalance them if required to ensure long-term success. We are backed by marquee firms like Premji Invest, Accel, Elevation, Matrix, etc. Since inception, our clients have trusted us with over 17000+ Crs of their assets.

Why are we building Dezerv

Investing is stressful and emotional. Building & growing wealth is difficult and time-consuming. Most individuals struggle with managing their investments and money. Our goal is to help individuals grow their wealth without the stress, time, and costs involved in a traditional investment. At Dezerv, we are building a platform that leverages our decades of investment expertise to help individuals invest better for their future.

What are we trying to solve/mission

We are passionate about helping Indians invest better. We manage investments with active oversight to help both sophisticated and recent investors build long-term wealth across various market conditions.

We are seeking a detail-oriented and highly organized PMS Operations Executive to join our company. As a PMS Operations Executive, you will play a crucial role in managing the operational aspects of our portfolio management services. You will work closely with various teams to ensure the seamless execution of investment operations, client onboarding, trade settlement, and compliance with regulatory requirements.

Responsibilities:

1. Trade Settlement: Work closely with brokers, custodians, and fund administrators to ensure timely and accurate settlement of trades. Monitor trade confirmations, resolve an .