PMS Operations at A leading mid-market investment bank · Ahmedabad · 5 - 10 years · Posted 2 Jun 2023
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
• Month-end 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
Shubham Vishwakarma
Full Stack Developer - Averlon
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Job Summary
We are looking for a detail-oriented Wealth Management Associate with hands-on exposure to PEA, portfolio analysis, capital markets, and investment products. The candidate will support wealth management operations, portfolio analysis, client reporting, market research, and investment-related activities while ensuring accuracy and timely execution.
Key Responsibilities:
- Support wealth management operations, including trade execution, settlement, and reconciliation.
- Perform portfolio/equity analysis, asset allocation, performance tracking, and risk analysis.
- Conduct market research and track market trends, economic developments, and investment opportunities.
- Prepare client reports, portfolio statements, MIS, and analytical reports.
- Handle corporate actions, dividends, NAV movements, and other portfolio-related activities.
- Analyze financial statements, equities, mutual funds, ETFs, and other investment products.
- Coordinate with RM teams, PMS, and AIF teams for smooth portfolio operations.
- Handle client/internal queries and support process improvements and ad-hoc requirements.
Candidate Requirements:
- Minimum 6 months of relevant experience in Wealth Management Operations, Equity Research, Investment Advisory, or Portfolio Analysis.
- Strong understanding of capital markets and investment products.
- Exposure to Equities, ETFs, Mutual Funds, and Crypto instruments.
- Knowledge of portfolio analysis, equity/fund analysis, market research, and client reporting.
- Understanding of corporate actions, dividends, NAV movements, and financial statements.
- Experience with RM, PMS, or AIF setups will be preferred.
- Strong Advanced Excel and MIS reporting skills.
- NISM certification will be an added advantage.
Key Skills:
- Portfolio & Equity Analysis (PEA)
- Capital Markets & Investment Products
- Financial & Fund Analysis
- Advanced Excel & MIS
- Analytical & Problem-Solving Skills
- Attention to Detail & Accuracy
- Good Communication & Interpersonal Skills
- Ability to work under deadlines and in a fast-paced environment
- Flexibility to work in rotational shifts and rotational week offs
Follow CutshortShubham Vishwakarma
Full Stack Developer - Averlon