Pms Audit

2 weeks ago

Mumbai Maharashtra, India Anand Rathi Wealth Full time

**PMS Audit**:
**Location**: MumbaiQualifications : CA/MBA-Finance/CFA (US)

Experience : 0-3 Years

Role:
**1) To evaluate PMS Performance across the industry**:
**a.Preparing PMS Audit and of clients and creating tracking mechanism for the same**
**b. Standardizing the review format**
**c. Doing meeting with RMs and presenting the Audit for the same.***:
**2) Empanelment of PMS fund houses**:
**a. Doing Empanelment of All major PMS with Anand Rathi Wealth Ltd**
***:
**3) Thorough knowledge needed of the following**:
**a. Full understanding of the Financial Data Document and the fitment of equity & debt mutual funds in helping achieve the clients return objective.**
**b. MF selection methodologies (Equity & Debt) and MF model portfolio.**
**c. Creation and delivery of O1-O2 formats as per the GAP Sheet.**
**d. All notes released periodically from the MF research desk.**:

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