6 Purnartha Investment Advisors Jobs

PMS Execution :

- Trade execution and monitoring based on model portfolio(s) using Order Management Systems :- Place orders for Equities, Mutual Funds, Bonds etc. with empanelled brokers

- Engagement with empanelled brokers/counterparty(ies) for trade execution

- Reconciliation of daily trades placed

- Preparation of daily cash MIS prior to trade placement and share with Portfolio Manager(s)

- Maintain MIS of client specific trade restrictions

Client Management (internal & external)

- Maintain sound relationship with empanelled brokers and counterparties

Regulatory Responsibilities &/OR Risk Management

- Risk reporting, reverting to the operational risk and compliance teams to ensure all internal and external rules are complied with and any breaches are managed and rectified.

SKILLS REQUIREMENTS OF THE POSITION :

Personal and Social:

- Upto 10 years of experience as dealer in Asset Management Company, Broker/Dealer, PMS

- Able to work effectively under pressure, to tight deadlines with a high level of accuracy and attention to detail.

Professional and Technical:

- Knowledge of trading systems like Omnesys, Neat, Odin, Matrix and Bolt

- Experience of maintaining procedural documentation.Role & responsibilities

Preferred candidate profile

Perks and benefits