Pms Operations

5 days ago

Ahmedabad, India Merito Full time

**About the Company**:
Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. A trusted Investment bank servicing customers with the best results in advisory in their investments, the best corporates for their growth & capital need, and families in managing their wealth. Our client is led by seasoned bankers and works with the largest and most reputed investors.

**About the Role**:
Role: PMS Operations

This role reports to Managing Director - PMS

Location - **Ahmedabad**
- Managing day-to-day operational activities like preparing & executing transactions, updating portfolio sheets, etc
- Month-end reports reconciliation as per SEBI format
- Preparation of MIS
- Assisting the sales team with client/distributor information requests

**Qualification**:

- 5+ years of experience in PMS / Broking Operations
- Advanced proficiency in Microsoft Excel
- Graduate with a basic understanding of the stock market & PMS

**Salary**: ₹1,000,000.00 - ₹1,700,000.00 per year

Schedule:

- Day shift

Application Question(s):

- Do you have 5+ years of experience in PMS / Broking Operations / Stock Markets?
- Are you ready to work from office in Ahmedabad?
- Do you have experience in report reconciliation in SEBI format?
- What is your Current CTC, Expected CTC, and Notice Period?

**Speak with the employer**
+91 7059558655

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