Mis Executive-pms Operations

13 hours ago

Mumbai, India Markets Mojo Asset Management Full time

**Job Overview**:
**Key Responsibilities**:
**Data Analysis and Reporting**:
Collect, analyze, and interpret complex data sets from various sources within PMS operations.

Generate accurate and insightful reports, dashboards, and presentations for internal stakeholders, providing a clear overview of operational performance, trends, and areas for improvement.

**MIS Development**:
Develop, implement, and maintain robust MIS tools and databases specifically tailored to PMS operations.

Ensure data accuracy, consistency, and reliability, creating efficient systems for data collection and reporting.

**Performance Monitoring**:
Monitor and evaluate key performance indicators (KPIs) related to PMS operations.

Identify trends, patterns, and anomalies in operational data, proactively addressing issues and suggesting improvements.

**Process Optimization**:
Collaborate with PMS operations teams to identify process bottlenecks and inefficiencies.

Provide data-driven recommendations to optimize workflows, enhance productivity, and improve overall operational efficiency.

**Stakeholder Communication**:
Communicate complex data findings and insights in a clear and understandable manner to non-technical stakeholders.

Collaborate with cross-functional teams to address data-related inquiries and provide support in decision-making processes.

**Documentation and Analysis**:
Maintain comprehensive documentation of MIS processes, methodologies, and reports.

Conduct in-depth analysis of operational data to identify root causes and trends, supporting data-driven decision-making.

**Ad Hoc Analysis**:
Perform ad hoc analysis as requested by management, providing timely and accurate insights to aid in strategic planning and problem-solving.

**Qualifications**:
Bachelor’s degree in Business, Finance, Computer Science, or a related field.

Proven experience of 2+ years in MIS or data analysis, preferably in the context of Portfolio Management Services operations.

Proficiency in data analysis tools such as Microsoft Excel, SQL, or other relevant software.

Strong analytical and problem-solving skills with attention to detail.

Excellent communication skills, both verbal and written, with the ability to convey complex data findings clearly.

Experience in generating reports and dashboards using Business Intelligence (BI) tools will be an advantage.

Knowledge of PMS operations, financial markets, and investment instruments is highly desirable.

**Job Types**: Permanent, Full-time

**Salary**: ₹200,000.00 - ₹500,000.00 per year

**Benefits**:

- Food provided
- Health insurance
- Provident Fund

Schedule:

- Day shift
- Monday to Friday

**Education**:

- Bachelor's (required)

**Experience**:

- MIS Executive: 2 years (required)

**Speak with the employer**
+91 7039507964

  • PMS-Operations Executive

    2 weeks ago

    Mumbai, India CareerFit Full time

    Job Description: We are looking for a detail-oriented Operations Executive to manage client onboarding, reconciliation, custody operations, and reporting functions for our Portfolio Management Services. Key Responding: Client Onboarding & Account Management Manage end-to-end account opening for PMS clients (Individual, HUF, Corporate, NRI, Trust) Coordinate...

  • PMS Operations

    2 days ago

    Mumbai Metropolitan Region, India Kotak Mutual Fund Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Key Performance Area: -PMS support Coordinator- Responsible for Liasoning with Backoffice, Product Team & Fund Manager for timely delivery order execution and PMS data Insights.Responsibilities and Duties:Internal Business Process: Report Generation & Data Management• Creating performance analysis and fundamental reports.• Collaborating with Product and...

  • Manager - PMS Operations

    2 weeks ago

    Mumbai, India 4S Advisory Full time

    Position Overview: As a Manager - PMS Operations, is responsible for managing and streamlining operational processes in the Portfolio Management Services domain. This role ensures compliance, efficient handling of client accounts, and coordination between internal and external stakeholders for seamless service delivery. Key Responsibilities: ...

  • Manager - PMS Operations

    4 days ago

    Mumbai, Maharashtra, India 4S Advisory Full time US$ 9,00,000 - US$ 12,00,000 per year

    Position Overview: As a Manager - PMS Operations, is responsible for managing and streamlining operational processes in the Portfolio Management Services domain. This role ensures compliance, efficient handling of client accounts, and coordination between internal and external stakeholders for seamless service delivery. Key Responsibilities: Operational...

  • Pms Operations Executive

    2 days ago

    Nariman Point, Mumbai, Maharashtra, India PPFAS Mutual Fund Full time

    Fund Accounting & Price / NAV Updation Daily in the software. - Bank Reconciliation. - Demat Reconciliation. - PMS Clients Trade Working. - Client Query and Report requirement. - MF Redemption for Client - Management fees Calculation - Broker Ledger Reconciliation - Performance Calculation - SEBI Reporting - Monthly Fact Sheet - Monthly MIS - Monthly &...

  • PMS Ops Assistant Manager

    1 week ago

    Mumbai, Maharashtra, India Domnic Lewis Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Portfolio Management Services (PMS) - Operations Job Profile 1. Role Overview A PMS Operations professional ensures smooth execution, compliance and reporting of client investments under PMS. The role is primarily back-office/mid-office, relationship with various teams by handling trade execution, settlements, reconciliations, regulatory compliance, client...

  • Manager PMS Operations

    4 weeks ago

    Mumbai, Maharashtra, India HSBC Full time

    Job DescriptionJob descriptionSome 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...

  • We're Hiring PMS Operations Associate

    7 hours ago

    Mumbai, Maharashtra, India Nuvama Group Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Role: PMS Onboarding & ActivationLocation: Mumbai - BKCExperience: 2 - 5 YearsRole Overview:The role involves end-to-end management of PMS (Portfolio Management Services) client onboarding and account activation processes. The incumbent will be responsible for ensuring timely and accurate onboarding, seamless fund handling, compliance with regulatory and...

  • Manager PMS Operations

    24 minutes ago

    Mumbai, Maharashtra, India HSBC Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Job descriptionSome 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...

  • Mis Executive

    2 weeks ago

    Mumbai, Maharashtra, India OneWorld Logistics Pvt. Ltd. Full time

    **Position: MIS Executive - Operations** **Location: Chandivali, Sakinaka, Andheri** **Key Responsibilities**: - The MIS Executive will manage and analyze information systems, generate MIS reports, and provide management information for decision-making purposes. - Maintain records of activities and tasks. - Assist in data collection and data compilation...