Lead - PMS Operations - Mid-Market Investment Bank

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 & 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

- 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.

- Post - Graduate (with minimum 2 years of duration) or Professional Qualification in finance, law, accountancy, business management, commerce.

- Proficient in all Microsoft office applications - Excel, word, power point, outlook etc