Equity Research & Operations Associate (On - Site)

(Only Male Candidates Preferred)

Job Summary:

PMS Financial Services is looking to hire a Equity Research & Operations Associate who can support the investment, trading and client handling team with the below. The role will be crucial in business development and planning market strategies for the business.

Experience: Minimum 2+ Years

Roles & Responsibilities:

- Undertaking Financial Research and Analysis Specific to Sectors/Companies and maintaining Client relationships on research.

- Communicating trading calls and investing ideas to customers.

- Handling Mutual Funds and end to end operations of it.

- Able to trade on behalf of clients, keeping them informed about the rates, research information and market outlook, order & trade details and confirmation.

- Ability to advice the clients from time to time based on the research calls.

- Maintain cordial relationship with existing clients.

- Maintaining communications and coordinating with teams to make sure constant & smooth operations on a routine basis.

- Should be able to run & manage Back-office software.

- Microsoft Office proficient.

Requirements & Skills:

- Bachelor's/Master's in business, finance, or commerce from a reputed college/university.

- CFA Level 1 is a plus.

- Candidate should be ready to take ownership for work & be disciplined.

- Should have basic understanding of the Financial Markets- Equity, Mutual Funds & Debt.

- Strong Interpersonal, relationship building and leadership skills.

- Microsoft office proficient (Esp. MS Excel).

Job Type: Full-time

Pay: ₹25,000.00 - ₹40,000.00 per month

Benefits:

• Leave encashment

Schedule:

• Day shift

Education:

• Bachelor's (Required)

Experience:

• Equity research: 1 year (Required)

Work Location: In person