Manager - PMS Equities
Manager - PMS Equities
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Job Description
As one of the worlds leading asset managers Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities we provide a wide range of investment strategies and vehicles to our clients around the world.
If youre looking for challenging work smart colleagues and a global employer with a social conscience come explore your potential at Invesco. Make a difference every day!
Job Description
Core PMS Equity Dealing
- Generating Orders as per portfolio manager instructions via Wealth Spectrum.
- Placing orders and monitoring or the same and ensuring error free and best execution of trades for PMS Portfolios
- Manage multiple custodian NonCustodian Clients and NRI Clients with respect to PMS trades.
- Co ordinating with PMS Operations team w.r.t to relevant post trade formalities.
- Participating in IPO (Anchor main book) Buyback OFS deals on a case to case basis.
- Running Deviation reports/Quarterly rebalancing PMS Clients portfolio to align with Model Portfolio with minimum or nil deviation.
- Daily updation of PMS Portfolios in Bloomberg Port function.
- Updating Portfolio Manager on daily cash levels update on ongoing trades (for both PMS strategies and Advisory mandates)
- Provide market intelligence to the portfolio manager.
- Provide inputs from a dealing perspective to Principal Officer while framing/modification of PMS policies.
PMS other activities
- Sending scheme performance reports holding statements checking data sent by product marketing team prior to release etc.
- Giving timely Portfolio Health Checkup reports for prospective clients to sales team.
- Saving of month end portfolio files etc
- Run Portfolio attribution reports on Bloomberg PORT function and generate reports for all strategies at a stated frequency.
- To Co-ordinate and maintain record of stock research reports prepared by analyst team on portfolio companies in respective folders/hard copies.
Research Analysis and Support to Portfolio Manager:
- Uploading of advisory recommendations in inhouse Utility software for existing Equity Advisory mandates based on instructions from portfolio manager.
- Maintenance of live portfolio monitoring excel files created on Bloomberg based on model portfolio and day end files.
- Assist Portfolio manager in updating the quarterly fund manager presentations Strategy presentations monthly commentaries Newsletters etc.
- Assisting the Portfolio Manager during submission of Annual Due Diligence documents for existing advisory mandate and provide data inputs mandate while submitting documents for new RFPs
- Assisting Portfolio manager in monitoring existing portfolio companies and helping him evaluative new ideas rebalancing recommendations etc.
Knowledge Skills Competencies and Certifications:
- Strong knowledge of equity dealing function (Buy Side) especially in a PMS setup
- The candidate needs to have thorough knowledge of Wealth Spectrum from a Dealer perspective.
- Should be familiar with Bloomberg and basic functionalities (EMSX PORT functions etc)
- Research and analytics
The experience you bring (Educational Qualification/Experience):
- Minimum Graduate / Post Graduate/ CA/ CFA
- Minimum 3-5 years of work experience in equity dealing in PMS.
- Some work experience in equity research is desirable. Strong desire/inclination to extend profile from equity dealing to equity research/portfolio management.
Certification/s (role based):
Having cleared one of these certifications is desirable (Not Mandatory):
- NISM-Series-XXI-B: Portfolio Managers Certification
- NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors
Full Time / Part Time
Full timeWorker Type
EmployeeJob Exempt (Yes / No)
NoWorkplace Model
At Invesco our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least four days a week with two days working outside an Invesco office.
Why Invesco
In Invesco we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong and we respect each others identities lives health and well-being. We come together to create better solutions for our clients our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth both personally and professionally.
We believe in diverse inclusive and supportive workplace where everyone feels equally valued and this starts at the top with our senior leaders having diversity and inclusion goals. Our global focus on diversity and inclusion has grown exponentially and we encourage connection and community through our many employee-led Business Resource Groups (BRGs).
Whats in it for you
As an organization we support personal needs diverse backgrounds and provide internal networks as well as opportunities to get involved in the community and in the world.
Our benefit policy includes but not limited to:
- Competitive Compensation
- Flexible Hybrid Work
- 30 days Annual Leave Public Holidays
- Life Insurance
- Retirement Planning
- Group Personal Accident Insurance
- Medical Insurance for Employee and Family
- Annual Health Check-up
- 26 weeks Maternity Leave
- Paternal Leave
- Adoption Leave
- Near site Childcare Facility
- Employee Assistance Program
- Study Support
- Employee Stock Purchase Plan
- ESG Commitments and Goals
- Business Resource Groups
- Career Development Programs
- Mentoring Programs
- Invesco Cares
- Dress for your Day
In Invesco we offer development opportunities that help you thrive as a lifelong learner in a constantly evolving business environment and ensure your constant growth. Our AI enabled learning platform delivers curated content based on your role and interest. We ensure our manager and leaders also have many opportunities to advance their skills and competencies that becomes pivotal in their continuous pursuit of performance excellence.
To know more about us
About Invesco: our Culture: our D&I policy: our CR program: for the role @ Invesco Careers: Experience:
Manager
Employment Type
Full-Time
Key Skills
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