Executive Assistant
8 hours ago
Key Responsibilities
- Manage end-to-end PMS/AIF account opening (KYC/Documentation), execute stock market trades (Equities/ETFs), and handle trade settlement and ISIN management.
- Prepare daily/monthly MIS reports and dashboards with high accuracy, while handling SEBI regulatory reporting and data reconciliation.
- Summarize lengthy financial documents and meeting discussions into concise actionable briefs; assist with routine secretarial tasks and scheduling.
- Act as a bridge between the dealing room and clients for invoicing and query resolution, ensuring smooth data flow for fund accounting.
2. Skills & Competencies
- Strong understanding of PMS/AIF regulatory frameworks (SEBI/APMI), the trade life cycle, and familiarity with trading terminals.
- Excellent written English with the ability to synthesize complex information clearly; proficient in MS Office (Advanced Excel for data, PowerPoint, and Word).
- High attention to detail with the ability to prioritize strict market deadlines alongside confidential executive tasks.
3. Qualifications & Experience
- Graduate or Postgraduate in Commerce, Finance, or related fields.
- Minimum 2 years of experience in PMS/AIF operations, stock dealing, or a techno-functional executive support role within finance.
Job Type: Full-time
Pay: From ₹350,000.00 per year
Application Question(s):
- Do you have prior experience in client servicing and operations within an Asset Management Company (AMC) or a similar financial services setup?
Work Location: In person
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