Equirus Wealth - PMS Analyst

Responsibilities :

1. Client acquisition/onboarding :

a. Preparation of corporate presentation for client pitch

b. Assisting Business head for acquisition of client/distributors

c. Handling queries of potential as well as existing clients/distributors/vendors

d. Documentation related to client/distributor onboarding

e. Preparing investment note for approved ideas

2. Trade/Order management :

a. Preparation and execution of trades

b. Bifurcation of executed trades

c. Cash/liquid fund management

d. Sharing investment ideas

3. Reporting :

a. Reconciliation of reports prepared by vendors within regulatory time lines

i. Performance/holdings/transaction/bank reports

ii. Writing quarterly letters to investors

iii. Other occasional writing assignments as and when required

b. Preparation of reports for various distributors/vendors/SEBI

4. Sharing/discussing investment ideas :

5. Preparing investment note for approved ideas

6. Writing quarterly letters to investors

7. Other occasional writing assignments as and when required

Skills required :

- Understanding of PMS operations (preferable)

- Ability to perform under dynamic environment

- Ability to learn

- Data analysis and logical reasoning

- Attention to detail as well as multi task

- Microsoft Office (especially excel)

- Presentability and communication skills