Principal Officer - PMS

Job Description

Job Summary: We are seeking an experienced " Principal Officer - PMS" to lead our Portfolio Management Services (PMS) . The ideal candidate should have minimum 5 years of experience and a strong background in fund management, private equity, or broking , with experience in managing portfolios and making strategic investment decisions. This role is an excellent opportunity for sub-brokers, brokers, or professionals who have wound up their business and are looking for a leadership role in fund management. Key Responsibilities: Oversee and manage the investment strategies and execution for the PMS fund. Develop and implement investment strategies based on market trends, risk assessment, and client objectives. Conduct in-depth research and analysis of stocks, market movements, and economic indicators to guide investment decisions. Ensure proper risk assessment and compliance with regulatory requirements in all investment activities. Work closely with high-net-worth clients, institutional investors, and stakeholders to ensure portfolio growth and performance. Ensure adherence to SEBI regulations and PMS guidelines. Prepare periodic reports on portfolio performance and investment outlook. Prepare and present detailed performance reports, market insights, and investment rationales to clients. Coordinate with research analysts, dealers, and back-office staff to ensure seamless portfolio management. Support business development efforts to onboard new clients and grow the PMS portfolio. Qualifications & Key Skills: MBA (Finance), CFA, CA, or equivalent qualifications in finance and investment. Minimum 5-15 years in fund management, portfolio management, private equity, or broking. Strong understanding of Indian capital markets, equity research, and investment strategies. Excellent ability to analyse financial statements, economic trends, and stock market movements. Familiarity with SEBI PMS regulations and compliance requirements. Strong relationships with investors, financial institutions, and industry experts.