Portfolio Management Specialist

6 days ago


Mumbai, Maharashtra, India Peoplenomic Full time
Job Summary

Peoplenomic seeks a highly skilled Portfolio Management Specialist to join our team. As a key member of our Investment Compliances department, you will be responsible for ensuring the smooth operation of our Mutual Funds, Alternative Investment Funds, and Portfolio Management Services businesses.

Key Responsibilities:
  • Collaborate closely with our Investment Teams to manage day-to-day investment activities.
  • Supervise and guide our Middle Office team in their daily tasks, including:
  • Daily review of trades executed for Mutual Funds schemes, Alternative Investment Funds schemes, and Portfolio Management Services client portfolios.
  • Reconcile and validate trades capture and day trading activity in a timely and accurate manner.
  • Create and test scheme rules/scheme master in the Front Office/Order Management System.
  • Conduct reviews for broker empanelment, call recordings of Investment Teams, and identify instances of deviation.
  • Investment Universe tracking with research papers, addition of new credits tracking with credit notes, and documentation of the same.
  • Maintain and compute limits available as per investment mandates and communicate the same to Fund Managers.
  • Resolve queries/discrepancies arising out of alerts for monitoring of regulatory, SID, and internal investment limits.
  • Engage with Investment and Operations teams for new processes/change in practices as required by Regulations.
  • Support periodic management reporting, including regulatory reports to SEBI/AMFI, Board reporting, and ad-hoc data requests.
  • Set up strong processes and adhere to manuals and policies in order to monitor and control all investment risk areas.


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