Portfolio Management System Operations Role - Investment Bank

About the 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. A trusted Investment bank servicing customers with the best results in advisory in their investments, the best corporates for their growth & capital need, and families in managing their wealth. Our client is led by seasoned bankers and works with the largest and most reputed investors.

About the Role :

Role : PMS Operations

This role reports to Managing Director - PMS

Location : Ahmedabad

Candidate shall be responsible for :

- Managing day-to-day operational activities like preparing & executing transactions, updating portfolio sheets, etc.

- Month-end reports reconciliation as per SEBI format

- Preparation of MIS

- Assisting the sales team with client/distributor information requests

Qualification :

- 5+ years of experience in PMS / Broking Operations

- Advanced proficiency in Microsoft Excel

- Graduate with a basic understanding of the stock market & PMS