Portfolio Management Services Associate

Job Overview:

The Assistant Manager for PMS (Portfolio Management Services) Dealer will support the management and

operations of the PMS department, ensuring the delivery of high-quality investment services to clients. This role

involves collaborating with the team to enhance client relationships, oversee portfolio performance, and assist

in strategic planning.

Key Responsibilities:

Allocate clients' funds for trades as per fund managers' instructions, ensuring accurate and timely

execution.

Perform monthly analysis of client portfolio performance to monitor returns and assess portfolio health.

Advise fund manager on additional fund requirements based on portfolio analysis and performance insights.

Hands on experience on Order Management Systems (OMS) for accurate order execution, trade tracking, and reconciliation. Procient in managing trade ows, client orders, and maintaining regulatory

compliance.

Manage trad...