Equity Research

2 days ago

Ellis Bridge Ahmedabad Gujarat, India PMS Financial services Full time

**Job Summary**:
PMS Financial Services is looking to hire a **Operations & Research Associate** who can support the investment, trading and client handling team with the below. The role will be crucial in business development and planning market strategies for the business.

**Experience**:Minimum 2+ Years

**Roles & Responsibilities**:

- Undertaking Financial Research and Analysis Specific to Sectors/Companies and maintaining Client relationships on research.
- Communicating trading calls and investing ideas to customers.
- Handling Mutual Funds and end to end operations of it.
- Able to trade on behalf of clients, keeping them informed about the rates, research information and market outlook, order & trade details and confirmation.
- Ability to advice the clients from time to time based on the research calls.
- Maintain cordial relationship with existing clients.
- Maintaining communications and coordinating with teams to make sure constant & smooth operations on a routine basis.
- Should be able to run & manage Back-office software.
- Microsoft Office proficient.

**Requirements & Skills**:

- **Master's** in business, finance, or commerce from a reputed college/university.
- **CFA Level 1 **cleared is a plus.
- Should have basic understanding of the Financial Markets
- Equity, Mutual Funds & Debt.
- Strong Interpersonal, relationship building and leadership skills.
- Microsoft office proficient (Esp. MS Excel).

Pay: ₹25,000.00 - ₹40,000.00 per month

**Benefits**:

- Leave encashment

Schedule:

- Day shift

**Education**:

- Master's (required)

**Experience**:

- Equity research: 2 years (required)

Work Location: In person

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