Manager/Sr. Manager PMS Operations (5+ years) Ahmedabad
An excellent opportunity for candidates who has 5 or more years of experience in Potfolio management operations.
Your Future Employer One of the leading midmarket investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.
1. Managing day to day operational activities like preparing & executing transactions, updating portfolio sheet, etc
2. Preparing Month-end reports reconciliation as per SEBI format
3. Preparating MIS
4. Assisting sales team with client/distributor information requests
1. Must have 5+ years of experience in PMS / Broking Operations
2. Must be proficient in Microsoft Excel
3. Must be a Graduate with basic understanding of stock market & PM
What is in it for you
1. Amazing opportunities for career progression.
2. A stimulating working environment with equal employment opportunities.
Reach us If you feel that you are the right fit for the role, please share your updated CV at Rupali.firstname.lastname@example.org
Note We receive a lot of applications on a daily basis so it becomes a bit difficult for us to get back to each candidate. Please assume that your profile has not been shortlisted in case you dont hear back from us in 1 week. Your patience is highly appreciated
Profile Keywords Crescendo Global, Operations, PMS, Portfolio Management Services, PMS operations, SEBI.