Pms dealer

3 days ago

Mumbai, India Equentis Full time
Job Overview:
The Assistant Manager for PMS (Portfolio Management Services) Dealer will support the management and
operations of the PMS department, ensuring the delivery of high-quality investment services to clients. This role
involves collaborating with the team to enhance client relationships, oversee portfolio performance, and assist
in strategic planning.
Key Responsibilities:
Allocate clients' funds for trades as per fund managers' instructions, ensuring accurate and timely
execution.
Perform monthly analysis of client portfolio performance to monitor returns and assess portfolio health.
Advise fund manager on additional fund requirements based on portfolio analysis and performance insights.
Hands on experience on Order Management Systems (OMS) for accurate order execution, trade tracking, and reconciliation. Procient in managing trade ows, client orders, and maintaining regulatory
compliance.
Manage trade execution with brokers, advise on execution of trades including stock liquidity, volume participation, and other factors to achieve the best possible prices and eective trade outcomes.
Assist client with due diligence for Foreign investors and Wealth Managers, manage data requirements related to portfolio fundamentals. Conduct data analytics to support presentations and provide insights.
Manage client fund allocation by ensuring trades do not involve restricted securities, sectors, or any regulatory restrictions.
Assist with post-trade inquiries and provide recommendations to the operations department. During client onboarding, also verify through internet data whether clients hold directorial positions in any listed
securities.
Before trade allocation, conduct bank and custody reconciliation exercises to avoid trading in incident funds and to prevent post-trade calls from external parties or internal departments.
Every weekend, share a list of management changes in securities, including detailed information about the management, with the fund manager and research department.
Qualications:
Personal Attributes:
Stay in contact with the compliance department regarding the grey list of companies and coordinate with
the research department to obtain research reports on portfolio companies.
Track corporate announcements, corporate actions, and company-specic events to ensure
comprehensive market analysis and support strategic investment decisions.
Collaborate with the research department to update fundamental screens during earnings seasons,
generating actionable investment ideas based on the latest financial results.

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