15h Left Portfolio Management Associate
7 days ago
Position Name - PMS Operations Specialist
Location - Wadala, Mumbai
Experience Range - 1-3 yrs
Mandatory Requirement:
- 1-3 years of experience working in a Portfolio Management
- Services (PMS)
- Experience in Client Onboarding, Compliance Reporting, Coordination & Operations.
About the client:
Company, is a SEBI-registered portfolio management services firm based in Mumbai, India, specializing in disciplined, research-driven investment strategies for individual and institutional clients
Job Roles and Responsibilities:
Client Onboarding: Facilitate the end-to-end client onboarding process, ensuring a seamless
experience for all clients, including NRI clients.
Compliance Reporting: Prepare monthly and quarterly compliance reports as per SEBI regulations.
Coordination & Operations: Collaborate with the fund accounting and custody teams to manage
day-to-day operations. Work closely with the compliance and tax accounting teams to ensure all
operations adhere to internal and external guidelines.
Team Collaboration: Work effectively within small teams, demonstrating a willingness to learn and
take initiative.
Additional Tasks: Utilize knowledge of Tally or any ERP system to assist with accounting
operations. Support other operational and administrative tasks as required.
Qualification and Experience:
- Educational Background: Minimum of a Bachelor&aposs degree.
- Professional Experience: 1-3 years of experience working in a Portfolio Management
- Services (PMS) role. Prior experience in onboarding NRI clients is a plus.
- Certifications: NISM or SEBI certifications are advantageous.
- Skills & Competencies: Strong analytical and problem-solving skills. Excellent
- communication and interpersonal skills. Ability to work independently and as part of a
- small, dynamic team. Familiarity with Tally or similar ERP systems is preferred.
- Additional Attributes: High level of integrity and attention to detail. Proactive and willing to
- continuously learn and adapt in a fast-paced environment.
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