PMS-Operations (5+ years)

Location: Ahmedabad
Discipline: Portfolio Management
Job type: Permanent
Contact name: Rupali Thakur

Contact email: rupali.thakur@crescendogroup.in
Job ref: 39433
Published: 2 months ago

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.


Location: Ahmedabad

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.

Responsibilities

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

 

Requirements

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.thakur@crescendogroup.in

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.