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PMS Operations

1 month ago

India Unique Asset Management LLP Full time

Company Description

Unique Asset Management is a SEBI-regulated Portfolio Manager (PMS).

About the role

  • Coordinate and manage all aspects of PMS operations.
  • Ensure compliance with requirements of SEBI, APMI, audit, and other relevant authorities, and implement new regulatory guidelines.
  • Create and maintain daily reconciliations, covering bank, cash and demat accounts.
  • Facilitate daily interactions with Fund accounting and Custody teams
  • Oversee end-to-end client onboarding. Assist clients with their queries.

Qualifications and skills

  • Graduate (BAF, B. Com, IPCC cleared)
  • Strong communication and coordination skills
  • A basic understanding of equity markets, their functioning, and related terminologies

Experience : 0-7 years

Location : Vidyavihar, Mumbai (on-site)

Joining : Immediate (or within a month max)

JD :