Portfolio Management System Operations Role
Published date: 2024/01/10
- Location: Ahmedabad, Gujarat, India
About the Company:
Our client is a leading mid- market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.
A trusted Investment bank servicing customers with the best results in advisory in their investments, the best corporates for their growth & capital need, and families in managing their wealth.
Our client is led by seasoned bankers and works with the largest and most reputed investors.
About the Role :
Role :
PMS Operations
This role reports to Managing Director - PMS
Location :
Ahmedabad
Candidate shall be responsible for :
• Managing day-to-day operational activities like preparing & executing transactions, updating portfolio sheets, etc.
• Monthend reports reconciliation as per SEBI format
• Preparation of MIS
• Assisting the sales team with client/distributor information requests
Qualification :
• 5+ years of experience in PMS / Broking Operations
• Advanced proficiency in Microsoft Excel
• Graduate with a basic understanding of the stock market & PMS
Our client is a leading mid- market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.
A trusted Investment bank servicing customers with the best results in advisory in their investments, the best corporates for their growth & capital need, and families in managing their wealth.
Our client is led by seasoned bankers and works with the largest and most reputed investors.
About the Role :
Role :
PMS Operations
This role reports to Managing Director - PMS
Location :
Ahmedabad
Candidate shall be responsible for :
• Managing day-to-day operational activities like preparing & executing transactions, updating portfolio sheets, etc.
• Monthend reports reconciliation as per SEBI format
• Preparation of MIS
• Assisting the sales team with client/distributor information requests
Qualification :
• 5+ years of experience in PMS / Broking Operations
• Advanced proficiency in Microsoft Excel
• Graduate with a basic understanding of the stock market & PMS
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