PMS Operations

3 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 Marketing teams on monthly one-pagers.


• Delivering weekly reports for Fund Managers and providing data to stakeholders.


• Contributing insights and fact sheets for monthly forums.


• Supplying strategy data to the Product team and ensuring timely upload to PMS/AIF portals.


• Maintaining accurate NAV records for reliable reporting.

Process Management : PMS Fund Management & MIS Reporting


• Coordinating with Fund Managers for order placements and execution with dealers.


• Support for Preparing monthly compliance reports and maintaining PMS/AIF records.


• Preparing monthly peer comparison reports for PMS and AIF.


• Support in Providing data insights in weekly meetings for decision-making

Job Requirements:

Key Skills: - Good communication, creativity, adaptability, team player and effective management skills

Essential Skills Necessary: - Well versed with excel,
Power Point, Money ware & Wealth spectrum
Software Experience: - 3+ years of experience in the PMS support

Minimum Qualification: – Graduate degree

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