Back office operations for Asset Management firm
- Employer
- Pi Square Investments
- Location
- Ahmedabad, Gujarat (IN)
- Salary
- Negotiable
- Closing date
- Apr 29, 2021
View more
- Job Function
- Operations
- Industry Sector
- Private Wealth Management Firm
- Certifications
- Passed CFA Level I, Passed CFA Level II, Passed CFA Level III (Charter Pending), CFA Charterholder
- Employment Type
- Full Time
No. of Vacancies - 1
Job Description
Co-ordinate with brokerage houses for equity orders
Co-ordinate with Manage Mutual fund managers to review portfolio and investments made by the clients
Manage database in the software to provide consolidated view of each family portfolio
Prepare mutual fund analysis reports on monthly basis & reconcile portfolio on monthly basis
Create presentations on quarterly basis and holding report analysis report as and when required
Knowledge across macro, micro economic and various market components affecting client portfolio
Should possess good analytical skills
Key Skills
Proficiency in Excel is a must
Sound knowledge of equity markets, mutual fund industry and debt markets
Experienced candidates only – experience in broking industry / MF industry is
a must
Smart & Hardworking
Dedicated & Organized
Location - Ahmedabad
Industry - Finance / Asset Management
Education - Graduate with a sound knowledge of accounts
About Company
Pi Square Investments is a niche’ financial advisory firm with offices in New York, Bombay and Ahmedabad.
Company Website - www.pisquareinvestments.com
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