Lead- PMS Backoffice Operations

3 weeks ago


Ahmedabad, India Merito Full time
Job Description
About Company:Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.

Roles and Responsibilities:
  • Responsible for overall activities of the FME including but not limited to fund management, risk management etc.
  • Manage all operational activities of FME and Trust.
  • Preparation and release of newsletters/presentations/other marketing materials.
  • Co-ordinating with finance team, compliance team, Banks, Custodians, RTAs, Auditors, GIFT/IFSCA authorities or any other stakeholders as required time to time.
  • Prompt implementation of any amendment as may be communicated by regulators time to time.


Requirements
  • Post – Graduate (with minimum 2 years of duration) or Professional Qualification in finance, law, accountancy, business management, commerce.
  • 8 - 12 years of experience in activities related to the securities market or financial products including in a portfolio manager, broker dealer, investment advisor, wealth manager, research analyst or fund management.
  • Someone who can demonstrate advanced operational competency and excellent managerial skill with extensive operations management experience.
  • A team player with leadership skill and who can maintain a positive attitude focused development of organization and on customer satisfaction.
  • Experience of operations role in securities market businesses.
  • Proficient in all Microsoft office applications – Excel, word, power point, outlook etc.


Benefits5 Days working.
Medical Facility.
PF.

Requirements
Post – Graduate (with minimum 2 years of duration) or Professional Qualification in finance, law, accountancy, business management, commerce. 8 - 12 years of experience in activities related to the securities market or financial products including in a portfolio manager, broker dealer, investment advisor, wealth manager, research analyst or fund management. Someone who can demonstrate advanced operational competency and excellent managerial skill with extensive operations management experience. A team player with leadership skill and who can maintain a positive attitude focused development of organization and on customer satisfaction. Experience of operations role in securities market businesses. Proficient in all Microsoft office applications – Excel, word, power point, outlook etc.
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