Job Details-PMS Operations Manager for a global investment company

Job Description

The PMS Operations Manager will oversee client onboarding, reconciliations, reporting, custodian coordination, operational controls, and service support to ensure seamless PMS operations.

Key Responsibilities

• Daily bank and holding reconciliation.

• Client account opening and onboarding communication.

• Processing pay-in/pay-out transactions.

• Holding and performance reporting.

• DP and custody charge processing.

• Custodian coordination and operational support.

• Demat & Trading Account opening management.

• Monthly MIS and management reporting.

• Query resolution for Wealth Managers and Service Teams.

• Client reporting and operational compliance.

Desired Candidate Profile

• 7+ years in PMS/Wealth Operations.

• Strong knowledge of PMS, Demat & Trading Operations, and Custodian Processes.

• Expertise in reconciliation, reporting, and client servicing.

• Advanced MS Excel and MIS reporting skills.

• Strong analytical and communication abilities.