We are looking to hire someone for our Trusteeship business at Nuvama Asset Services.
Role Requirements:
Education: CA / CS / CFA / MBA (Finance) / LLB or equivalent qualification.
Experience: Extensive experience in Trusteeship, Custody, Fund Services, Compliance, or Alternative Investments.
Domain Expertise:
- Strong knowledge of SEBI AIF Regulations, Category I / II / III AIFs, fund documentation, and fiduciary oversight.
- Leadership & Stakeholder Management: Experience leading teams and managing relationships with Fund Managers, Sponsors, Regulators, and Custodians.
Roles & Responsibilities:
- Strategic Leadership: Direct the end-to-end trusteeship vertical, focusing exclusively on Category I, II, and III AIFs to ensure the firm remains the preferred fiduciary partner in the AIF ecosystem.
- Regulatory & SEBI Compliance: Act as the primary interface with SEBI for fund registrations (Form A), ensuring all schemes strictly adhere to the SEBI (AIF) Regulations, 2012, and the latest 2026 reporting frameworks.
- Fiduciary Oversight: Oversee the vetting and execution of critical fund documents, including Indentures of Trust, Investment Management Agreements (IMA), and Private Placement Memorandums (PPM).
- Operational Governance: Supervise the monitoring of investment restrictions, diversification norms, and the review of Annual Compliance Test Reports (CTR) to safeguard unit-holder interests.
- Stakeholder Management: Manage high-level relationships with Fund Managers (IMs), Sponsors, and Custody team, providing expert guidance on complex fund structures and onboarding processes.
- Risk & Asset Protection: Implement robust internal controls to ensure ring-fencing of schemes, proper valuation oversight, and the seamless handling of investor grievances and distributions.
