Posted By

Job Views:  
136
Applications:  46
Recruiter Actions:  44

Job Code

1456894

Markets Mojo - Head - PMS Operations

8 - 12 Years.Mumbai
Posted 2 months ago
Posted 2 months ago

Position Overview: The Head of PMS Operations is a senior leadership role responsible for overseeing and managing the operations of the Portfolio Management System (PMS) within the organization. This role requires a strong understanding of financial and investment processes, excellent leadership skills, and a proven track record of effectively managing and optimizing PMS operations.

Key Responsibilities:

1. Strategic Leadership:

- Develop and implement the strategic vision and goals for PMS operations in alignment with the overall business strategy.

- Provide leadership, direction, and guidance to the PMS operations team, ensuring a cohesive and high-performing team environment.

2. PMS Management:

- Oversee the day-to-day operations of the PMS, including system configuration, data management, and performance measurement.

- Ensure accurate and timely processing of investment transactions, portfolio updates, and reporting.

- Monitor and enhance the functionality and efficiency of the PMS to meet the evolving needs of the organization.

3. Process Optimization:

- Identify opportunities to streamline and improve PMS workflows, automation, and data integration to enhance operational efficiency.

- Collaborate with cross-functional teams to implement process improvements and system enhancements.

4. Data Integrity and Quality:

- Ensure the accuracy, integrity, and completeness of data within the PMS, and implement controls to maintain data quality standards.

- Establish procedures for data validation, reconciliation, and exception resolution.

5. Performance Measurement and Reporting:

- Oversee the generation of performance reports, investment analysis, and portfolio insights for internal stakeholders and clients.

- Collaborate with the reporting team to ensure accurate and timely delivery of performance metrics and investment-related information.

6. Risk Management and Compliance:

- Ensure compliance with regulatory requirements, industry standards, and internal policies related to portfolio management and data handling.

- Implement and maintain effective risk management controls within the PMS operations.

7. Vendor Management:

- Manage relationships with PMS vendors and third-party service providers, ensuring effective service delivery and contract adherence.

- Evaluate vendor performance and negotiate terms to optimize service quality and cost-effectiveness.

8. Team Development:

- Recruit, train, mentor, and develop a high-performing PMS operations team.

- Foster a culture of continuous learning, professional development, and collaboration within the team.

9. Stakeholder Engagement:

- Engage with internal and external stakeholders, including portfolio managers, traders, compliance teams, and clients, to understand their requirements and ensure effective communication.

Qualifications and Skills:

- Bachelor's degree in Finance, Business, Economics, or a related field (advanced degree preferred).

- Extensive experience of at least 5+ years in portfolio management operations and overall 10 years in investment operations, or related fields.

- Strong knowledge of portfolio management systems and related technologies.

- Proven leadership experience, including managing teams and driving operational excellence.

- Excellent analytical, problem-solving, and decision-making skills.

- In-depth understanding of financial markets, investment instruments, and regulatory frameworks.

- Strong communication and interpersonal skills, with the ability to collaborate effectively across departments.

- Familiarity with data management, automation, and process optimization tools and techniques.

- Professional certifications (e.g., CFA, CIPM, FRM) are a plus.

Didn’t find the job appropriate? Report this Job

Posted By

Job Views:  
136
Applications:  46
Recruiter Actions:  44

Job Code

1456894

UPSKILL YOURSELF

My Learning Centre

Explore CoursesArrow
Apply on the go!

Download the iimjobs app to
apply for jobs anywhere, anytime

apple

Download on

App Store

playStore

Get it on

Google Play

appPromoQr

Scan to Download