Pms Support

7 days ago

Mumbai, India HSBC Full time

-Job description

**Some careers open more doors than others.**

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

**JOB PURPOSE**

Portfolio Management Services (PMS) is a very high growth potential area in wealth management catering to HNI clients. Assisting FM team in managing day to day investment related activities, sound knowledge of equity markets, data & analytical skills are prerequisites.

**PRINCIPAL ACCOUNTABILITIES**

The PMS personnel will be required for the following key activities
- Role of Back up FM/dealer;
- Liasioning with PMS operations/Sales team/PMS vendor;
- Ability to independently manage PMS frontline activities;
- Research support to FM for idea generation/managing portfolios;
- PMS Presentation/ data collation & updation;
- Strong numerical skills and analytical abilities;
- Good Verbal & Written Communication Skills

**Activities**
- Acting as a Back-up Fund Manager/dealer in their absence
- PMS order generation for fresh inflow/redemption requests, liasioning with PMS dealer
- Liasioning with back office team/sales team/PMS system vendor
- Preparation of monthly/quarterly data for PMS newsletter/FOMC meeting/presentation
- Co-ordination with Sales team for PMS presentation updation/data requirement
- Equity Research activity
- assisting FM in collating/extracting data from Bloomberg/Capitaline/MF Explorer etc, market data analysis, preparation of research reports, new idea generation etc.
- Managing client/sales calls
- Support creation of material for various management/client reviews and meetings

Asset Class - Equity, Mutual Funds
Requirements

**Qualifications**

**SKILLS AND KNOWLEDGE - **CA/MBA/CFA

**Functional and Behavioral Skills**
- Preferable to have experience in PMS/AIF/broking industry
- Knowledge of Capital markets/research analysis
- Good Analytical skill and expert knowledge in Excel
- Good Communication and Team management skill
- Good at Time Management

**Relevant and total years of Experience**
- Minimum 2-3 years of work experience, primarily in PMS/AIF/equity broking/Mutual Fund

**Useful Link**

Link to Careers Site: Click HERE

You’ll achieve more when you join HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.

Issued by **HSBC Global Asset Management (India) Private Ltd

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