Portfolio Management Services

2 days ago

Officer, Australia SKS Enterpprise Full time

**Position Name -** PMS-Operations**

**Location - **Ahmedabad(Work from Office)**

**Experience Range -** 5+ Years**

**Mandatory Requirement**:

- 5+ years of experience in PMS / Broking Operations
- Advanced proficiency in Microsoft Excel
- Graduate with basic understanding of stock market & PMS
- PMS & AIF experience is must.

**About the client**:
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. They pride themselves in being a trusted Investment bank servicing customer with best results in advisory in their investments, best corporates for their growth & capital need and families in managing their wealth. Led by seasoned bankers, they work with the largest and the most reputed investors.

**Job Roles and Responsibilities**:

- Managing day-to-day operational activities like preparing & executing transactions, updating portfolio sheet, etc
- Month-end reports reconciliation as per SEBI format
- Preparation of MIS
- Assisting the sales team with client/distributor information requests

**Other Details**:

- 4 rounds of interview ( excel test online for half an hour on teams, 3 technical rounds with Business Manager, head of research & PMS)
- Mon to Friday (9 AM -6 PM)

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