Manager - PMS Equities

Mumbai, Maharashtra
Permanent
Full-time

1 month ago

As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world.If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!Job DescriptionCore PMS Equity Dealing

Generating Orders as per portfolio manager instructions via Wealth Spectrum.
Placing orders and monitoring or the same and ensuring error free and best execution of trades for PMS Portfolios
Manage multiple custodian, Non‐Custodian Clients and NRI Clients with respect to PMS trades.
Co ordinating with PMS Operations team w.r.t to relevant post trade formalities.
Participating in IPO (Anchor, main book) , Buyback, OFS deals on a case to case basis.
Running Deviation reports/Quarterly rebalancing PMS Clients portfolio to align with Model Portfolio with minimum or nil deviation.
Daily updation of PMS Portfolios in Bloomberg Port function.
Updating Portfolio Manager on daily cash levels, update on ongoing trades (for both PMS strategies and Advisory mandates)
Provide market intelligence to the portfolio manager.
Provide inputs from a dealing perspective to Principal Officer while framing/modification of PMS policies.

PMS other activities

Sending scheme performance reports, holding statements, checking data sent by product marketing team prior to release etc.
Giving timely Portfolio Health Checkup reports for prospective clients to sales team.
Saving of month end portfolio files etc
Run Portfolio attribution reports on Bloomberg PORT function and generate reports for all strategies at a stated frequency.
To Co-ordinate and maintain record of stock research reports prepared by analyst team on portfolio companies, in respective folders/hard copies.

Research Analysis and Support to Portfolio Manager:

Uploading of advisory recommendations in inhouse Utility software for existing Equity Advisory mandates, based on instructions from portfolio manager.
Maintenance of live portfolio monitoring excel files created on Bloomberg based on model portfolio and day end files.
Assist Portfolio manager in updating the quarterly fund manager presentations, Strategy presentations , monthly commentaries, Newsletters etc.
Assisting the Portfolio Manager during submission of Annual Due Diligence documents for existing advisory mandate and provide data inputs mandate while submitting documents for new RFP’s
Assisting Portfolio manager in monitoring existing portfolio companies and helping him evaluative new ideas, rebalancing recommendations etc.

Knowledge, Skills, Competencies, and Certifications:

Strong knowledge of equity dealing function (Buy Side) especially in a PMS setup
The candidate needs to have thorough knowledge of Wealth Spectrum from a Dealer perspective.
Should be familiar with Bloomberg and basic functionalities (EMSX, PORT functions etc)
Research and analytics

The experience you bring (Educational Qualification/Experience):

Minimum Graduate / Post Graduate/ CA/ CFA
Minimum 3-5 years of work experience in equity dealing in PMS.
Some work experience in equity research is desirable. Strong desire/inclination to extend profile from equity dealing to equity research/portfolio management.

Certification/s (role based):Having cleared one of these certifications is desirable (Not Mandatory):

NISM-Series-XXI-B: Portfolio Managers Certification
NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors

Full Time / Part TimeFull timeWorker TypeEmployeeJob Exempt (Yes / No)NoWorkplace ModelAt Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least four days a week, with two days working outside an Invesco office.Why InvescoIn Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each other’s identities, lives, health, and well-being. We come together to create better solutions for our clients, our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally.We believe in diverse, inclusive, and supportive workplace where everyone feels equally valued, and this starts at the top with our senior leaders having diversity and inclusion goals. Our global focus on diversity and inclusion has grown exponentially and we encourage connection and community through our many employee-led Business Resource Groups (BRGs).What’s in it for you?As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world.Our benefit policy includes but not limited to:

Competitive Compensation
Flexible, Hybrid Work
30 days’ Annual Leave + Public Holidays
Life Insurance
Retirement Planning
Group Personal Accident Insurance
Medical Insurance for Employee and Family
Annual Health Check-up
26 weeks Maternity Leave
Paternal Leave
Adoption Leave
Near site Childcare Facility
Employee Assistance Program
Study Support
Employee Stock Purchase Plan
ESG Commitments and Goals
Business Resource Groups
Career Development Programs
Mentoring Programs
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In Invesco, we offer development opportunities that help you thrive as a lifelong learner in a constantly evolving business environment and ensure your constant growth. Our AI enabled learning platform delivers curated content based on your role and interest. We ensure our manager and leaders also have many opportunities to advance their skills and competencies that becomes pivotal in their continuous pursuit of performance excellence.To know more about usAbout Invesco:About our Culture:About our D&I policy:About our CR program:Apply for the role @ Invesco Careers:

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