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3 Job openings at Purnartha Investment Advisors
About Purnartha Investment Advisors

Purnartha Investment Advisors is a financial advisory firm specializing in asset management and investment strategies. They provide tailored investment solutions to individual and institutional clients.

Equity Research Intern

Not specified

0 - 1 years

INR Not disclosed

Work from Office

Internship

Role & responsibilities Sound knowledge of all concepts relevant to the equity research analyst profile - financial analysis, economics and accounting etc Preferred candidate profile CFA Level 2 clearedCA completedApply only if you have the above qualifications

PMS Dealer Head

Not specified

7 - 12 years

INR 0.5 - 3.0 Lacs P.A.

Work from Office

Full Time

PMS Execution :- Trade execution and monitoring based on model portfolio(s) using Order Management Systems :- Place orders for Equities, Mutual Funds, Bonds etc. with empanelled brokers- Engagement with empanelled brokers/counterparty(ies) for trade execution- Reconciliation of daily trades placed- Preparation of daily cash MIS prior to trade placement and share with Portfolio Manager(s)- Maintain MIS of client specific trade restrictionsClient Management (internal & external)- Maintain sound relationship with empanelled brokers and counterpartiesRegulatory Responsibilities &/OR Risk Management- Risk reporting, reverting to the operational risk and compliance teams to ensure all internal and external rules are complied with and any breaches are managed and rectified.SKILLS REQUIREMENTS OF THE POSITION :Personal and Social:- Upto 10 years of experience as dealer in Asset Management Company, Broker/Dealer, PMS- Able to work effectively under pressure, to tight deadlines with a high level of accuracy and attention to detail.Professional and Technical:- Knowledge of trading systems like Omnesys, Neat, Odin, Matrix and Bolt- Experience of maintaining procedural documentation.Role & responsibilities Preferred candidate profile Perks and benefits

Cluster Head

Not specified

9.0 - 14.0 years

INR 8.0 - 18.0 Lacs P.A.

Work from Office

Full Time

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