Job Description
Client: A budding wealth and investment advisory. Your opportunity to be part of the founding team and propel your journey to growth.
Title: PMS Manager
Location: Gurgaon
Education: MBA/PGDM in Finance; CFA or CA preferred
Experience: 5–7 years in PMS management
About the Role: We are a newly launched wealth and asset management firm focused on delivering investment solutions for the affluent segment in India. The firm offers sophisticated strategies across PMS, Fund of Funds, and Inv ITs, backed by strong industry expertise and governance standards.
Key Responsibilities:
Conceptualize, design, and manage PMS schemes, including Inv IT and Fund of Funds-focused portfolios
Conduct periodic portfolio reviews, performance analysis, and rebalancing
Implement and monitor investment strategies aligned with client objectives
Ensure smooth execution of PMS schemes with adherence to regulatory and compliance standards
Collaborate with internal teams for reporting, documentation, and governance
Provide insights and articulate complex investment strategies to internal stakeholders and clients
Requirement:
Certifications:
NISM Series-V-A (Mutual Funds)
NISM Series-XXI-A (Portfolio Management Services) – highly desirable
Strong understanding of Indian equity markets, analytical mindset, and ability to communicate complex strategies effectively
#portfoliomanagement #PMS
Title: PMS Manager
Location: Gurgaon
Education: MBA/PGDM in Finance; CFA or CA preferred
Experience: 5–7 years in PMS management
About the Role: We are a newly launched wealth and asset management firm focused on delivering investment solutions for the affluent segment in India. The firm offers sophisticated strategies across PMS, Fund of Funds, and Inv ITs, backed by strong industry expertise and governance standards.
Key Responsibilities:
Conceptualize, design, and manage PMS schemes, including Inv IT and Fund of Funds-focused portfolios
Conduct periodic portfolio reviews, performance analysis, and rebalancing
Implement and monitor investment strategies aligned with client objectives
Ensure smooth execution of PMS schemes with adherence to regulatory and compliance standards
Collaborate with internal teams for reporting, documentation, and governance
Provide insights and articulate complex investment strategies to internal stakeholders and clients
Requirement:
Certifications:
NISM Series-V-A (Mutual Funds)
NISM Series-XXI-A (Portfolio Management Services) – highly desirable
Strong understanding of Indian equity markets, analytical mindset, and ability to communicate complex strategies effectively
#portfoliomanagement #PMS
Apply for this Position
Ready to join ? Click the button below to submit your application.
Submit Application