Job Title: Personal Assistant to Portfolio Manager (PMS – Stock Market)

Location: [Mumbai]

Department: Portfolio Management Services

Reporting To: Portfolio Manager / Senior Management

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Job Summary:

We are seeking a highly organized, proactive, and detail-oriented Personal Assistant to support our Portfolio Manager(s) in daily operations within a dynamic stock market PMS environment. The role involves administrative tasks, client coordination, market research support, and assisting in the seamless execution of investment strategies.

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Key Responsibilities:

Manage schedules, appointments, meetings, and communications for the Portfolio Manager.

Handle confidential information, financial reports, client documentation, and compliance records.

Coordinate with brokers, custodians, and internal teams for trade execution and settlement follow-ups.

Assist with preliminary market research, data gathering, and portfolio performance tracking.

Prepare client reports, MIS (Management Information System) updates, and meeting briefs.

Organize and maintain filing systems for client portfolios, transaction records, and KYC documents.

Communicate with clients professionally, addressing queries and coordinating meetings.

Support compliance activities by ensuring timely submissions and adherence to SEBI PMS regulations.

Handle travel bookings, expense reports, and other administrative tasks.

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Requirements:

Bachelor’s degree in Finance, Commerce, Business Administration, or related field.

2–5 years experience in a similar role within financial services, preferably PMS, wealth management, or stockbroking.

Strong understanding of stock market basics, financial instruments, and PMS operations.

Excellent organizational, communication, and multitasking skills.

Proficient in MS Office (Excel, PowerPoint, Word) and financial tools (e.g., Bloomberg, PMS software).

Ability to handle sensitive information with discretion.

Strong work ethic, attention to detail, and proactive approach.

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Preferred Qualifications:

Certification in NISM Series V-A (Mutual Fund Distributors) or similar financial certifications.

Familiarity with SEBI PMS regulations and reporting requirements.

Experience working with CRM tools and portfolio management systems.

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Salary: [Competitive Salary +Incentives]