PMS Operations

2 days ago


New Delhi, India PlusWealth Capital Management LLP Full time

PlusWealth Capital Management LLP is a proprietary high-frequency trading firm, active in multiple markets including equities, options, and futures. We thrive on building cutting edge, data-driven, and tech-based trading algorithms. As a dynamic, machine-learning oriented trading platform, we embody the ethos of THINK. TECH. TRADE. If you share our vision, we’d love to have you onboard.Role OverviewWe are looking for a detail-oriented professional to join our PMS Operations team. The role involves handling day-to-day operations, compliance, and client servicing activities related to Portfolio Management Services in line with SEBI regulations and company policies.Responsibilities- Manage end-to-end PMS operations, including account opening, transaction processing, and reconciliation. - Ensure accurate trade execution, settlement, and reporting for PMS clients. - Coordinate with custodians, brokers, banks, and internal teams for smooth operations. - Maintain client records, agreements, investment mandates, and KYC documentation as per SEBI regulations. - Prepare and review daily NAV reports, performance reports, and client portfolio statements. - Handle audit, compliance, and regulatory reporting requirements (SEBI, exchanges, custodians). - Ensure timely and accurate updates in back-office and PMS software systems. - Support risk management by adhering to investment mandates and RMS guidelines. - Assist in onboarding new clients and responding to operational queries. - Work closely with compliance and IT teams to implement new processes and system updates.Qualifications- Graduate/Postgraduate in Finance, Commerce, or related field. - 2+ years of experience in PMS / Wealth Management / Broking / Asset Management operations. - Strong knowledge of SEBI PMS Regulations, capital market operations, and compliance processes. - Hands-on experience with PMS back-office software and reconciliation tools. - Good understanding of trade settlements, corporate actions, NAV calculations, and client reporting. - Strong attention to detail, analytical skills, and ability to work under deadlines. - Excellent communication and coordination skills for client and stakeholder managementBenefits & Perks:- Competitive compensation and performance-based bonuses. - Flat organizational structure with high ownership and visibility. - Medical insurance – we've got you covered. - Catered meals/snacks for 5 working days in office. - Generous paid time off policies.Pluswealth Capital Management is an equal opportunity employer



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