Portfolio Management Services (PMS) - Operations

SKS Enterpprises

  • Bangalore, Karnataka
  • Permanent
  • Full-time
  • 2 months ago
Position Name - Portfolio Management Services (PMS) - OperationsLocation - BangaloreExperience Range - 2-3 yrsMandatory Requirement:
  • At least 2-3 years of experience as a stock dealer or equity trader, preferably in a portfolio management or wealth management setting.
  • Experience with trading platforms, order management systems (OMS), and execution algorithms.
  • Strong understanding of financial markets, securities trading, and investment strategies.
Job Roles and Responsibilities:
  • • Trade Execution:
o Execute buy and sell orders for equity securities across multiple stock exchanges/Brokers in a timely and efficient manner.
o Executing Mutual Fund orders under respective stock exchange as per instructions given by the fund manager.
o Ensure optimal execution prices while minimizing transaction costs and slippage.
o Monitor real-time market conditions and take necessary actions to adjust trading strategies based on changes in market dynamics.
o Coordination with custodian for settling the trade on day to day basis
  • Portfolio Monitoring:
o Track the performance of the equity portion of client portfolios.
o Ensure trades align with portfolio strategies and client investment objectives.
o Collaborate with the portfolio managers/fund manager to execute tactical asset allocation strategies.
o Making sure all trades are executed successfully & there are no failures as such
  • Market Research & Analysis:
o Stay updated with the latest market trends, economic indicators, and companyspecificnews.
o Provide insights into market conditions that may affect investment decisions and portfolio performance.
o Analyze the risk-reward dynamics of individual stocks and sectors to inform trading decisions.
  • Compliance & Risk Management:
o Ensure compliance with all regulatory requirements, internal policies, and
guidelines for trading activities.
o Maintain accurate records of all executed trades and transactions.
o Implement risk management practices to minimize potential losses due to
market fluctuations.
  • Coordination with Internal Teams:
o Collaborate with research, back-office and compliance teams to ensure seamless operations and trade settlements.
o Support the PMS team in monitoring portfolio performance and rebalancing activities.Qualification and Experience:Education - Bachelor’s degree in Finance, Business, Economics
  • Technical Skills:
o Proficiency in Microsoft Excel and other financial analysis tools.
o Familiarity with trading software (e.g., Bloomberg Terminal, Reuters Trading for Exchanges).
o Knowledge of regulatory frameworks such as SEBI (Securities and Exchange Board of India) guidelines, and other relevant market regulations.
  • Analytical Abilities:
o Strong quantitative and qualitative analytical skills to evaluate market trends and stock performance.
o Ability to work under pressure, handle multiple tasks, and meet deadlines.
  • Soft Skills:
o Strong communication skills, both written and verbal.
o Excellent attention to detail and organizational skills.
o Ability to work collaboratively with internal teams and clients.
o Well aware about systems like – BSE StAR MF, Wealth Spectrum etc
  • Additional Requirements:
o High level of integrity and professionalism in dealing with sensitive financial data and client information.
o Ability to work in a fast-paced and high-pressure environment.
What We Offer:
  • Competitive salary
  • Opportunities for career growth and professional development.
  • Exposure to working with high-net-worth clients and advanced portfolio management strategies.
  • A collaborative and dynamic work environment.

SKS Enterpprises