PMS Dealer – Capital Markets UpMan Placements

The Corporate Institute; Mumbai; Vor Ort; INR 900.000 - 1.500.000; Vollzeit

Zusammenfassung

The Corporate Institute is seeking a PMS Dealer with strong AIF exposure and hands-on PMS execution experience to support dealing activities, debt market execution, and investment coordination in Mumbai.

The role requires knowledge of PMS portfolios, AIF structures, fixed income instruments, and relationships with brokers, banks, NBFCs, issuers, and wealth channels. You will coordinate with investment teams and ensure compliant trade processing.

Qualifikationen

• Hands-on experience in PMS execution.
• Exposure to AIF structures and debt/fixed income markets.
• Knowledge of PMS portfolios and AIF products.

Aufgaben

• Execute and manage PMS trades across equity and debt instruments per fund strategy.
• Coordinate daily dealing activities including order placement, trade execution, and settlement.
• Work with Fund Managers to implement portfolio strategies and monitor positions.
• Coordinate with wealth managers, brokers, and counterparties for trade flow and liquidity.
• Ensure compliance with SEBI regulations and maintain MIS and trade logs.

Kenntnisse

PMS Dealing

AIF Exposure

Fixed Income

Trade Execution

Investor Coordination

Ausbildung

Finance Degree

Jobbeschreibung

Role Overview:

We are looking for a PMS Dealer with strong AIF exposure, who has hands‑on experience in PMS execution along with understanding of AIF structures and debt/fixed income markets.

The role requires a professional who can actively support PMS dealing activities, debt market execution, and investment coordination, while also having exposure to AIF products, portfolio strategies, and investor‑facing discussions when required.

The ideal candidate should have strong knowledge of PMS portfolios, AIF structures, fixed income instruments, private credit, structured debt, and alternative investments, along with working relationships across brokers, banks, NBFCs, issuers, and wealth channels.

Key Responsibilities:

1. PMS Dealing and Execution:

• – Execute and manage PMS trades across equity and debt instruments as per fund strategy.
• – Coordinate daily dealing activities including order placement, trade execution, and settlement.
• – Work closely with Fund Managers to implement portfolio strategies.
• – Monitor portfolio positions, cash flows, and rebalancing requirements.
• – Ensure accurate trade documentation and execution reporting.

2. AIF Exposure and Investment Support:

• – Support AIF investment strategies, especially in debt, private credit, and structured opportunities.
• – Understand and assist in execution of AIF deals including NCDs, structured debt, and alternative instruments.
• – Coordinate with investment teams for deal evaluation and execution support.
• – Assist in portfolio monitoring and performance tracking for AIF strategies.

3. Debt Market and Fixed Income Execution:

• – Execute and support transactions in corporate bonds, NCDs, structured debt, and other fixed income instruments.
• – Track market movements including interest rates, credit spreads, liquidity, and yield trends.
• – Source liquidity and trade opportunities through banks, brokers, NBFCs, and institutional counterparties.
• – Assist in primary and secondary market deal execution.
• – Support credit evaluation inputs and trade feasibility discussions.

4. Investor and Counterparty Coordination:

• – Coordinate with wealth managers, private banks, brokers, and institutional counterparties for trade flow and liquidity.
• – Support senior team in AIF/PMS product discussions with investors when required.
• – Assist in preparing basic investment updates and portfolio summaries for stakeholders.
• – Maintain relationships with market intermediaries for execution efficiency.

5. Compliance and Operations:

• – Ensure all PMS and AIF dealing activities comply with SEBI regulations and internal policies.
• – Coordinate with compliance, operations, and settlement teams for smooth trade processing.
• – Maintain accurate MIS, trade logs, and investment documentation.
• – Support audit and reporting requirements.