Deadline
Open Deadline
Location
Ghaziabad, Uttar Pradesh, India
Salary
Compensation details will be finalized during the interview process with the selected candidate.
Details of the Organization
Green Portfolio is a SEBI registered Portfolio Management company and a Research Analyst focused on the Indian equity markets. Alongside PMS, they have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of April 30th are north of INR 380 Crores.
Details of the Job/Internship
Green Portfolio is hiring a Compliance & Secretarial Support Executive with 0–2 years of experience in compliance or secretarial support to assist in regulatory filings and governance processes. The role involves supporting compliance under SEBI guidelines (PMS, RA, AIF), maintaining documentation, and providing secretarial assistance for smooth operations.
Role and Responsibilities
- Assist in regulatory filings, record-keeping, and compliance checklists under SEBI guidelines.
- Maintain and update investor documents, agreements, registers, and compliance trackers.
- Draft, file, and organize compliance-related correspondence, minutes of meetings, and audit documents.
- Prepare MIS/reports for internal use and support responses to SEBI/auditors.
- Provide secretarial support including scheduling meetings, preparing agendas, drafting minutes, and stakeholder coordination.
- Track regulatory updates, circulars, and ensure timely filings/renewals.
Eligibility
- 0–2 years of experience in compliance/secretarial support, preferably in financial services.
- Graduate in Commerce, Law, or Finance; NISM certifications preferred.
- Basic knowledge of SEBI regulations (PMS, RA, AIF).
- Strong drafting, documentation, and communication skills.
- Proficiency in MS Office and regulatory reporting formats.
Salary/Stipend
Compensation details will be finalized during the interview process with the selected candidate.
Type of Opportunity
Fulltime
Country
India
Address
Ghaziabad, Uttar Pradesh, India
Application and Registration Details
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