Executive Portfolio Management Services (PMS)

Role Summary:

The Executive PMS will support portfolio management, equity research, and business-development activities. The role requires strong analytical ability, proficiency in Excel and presentation tools, attention to detail, and an understanding of Indian equity markets.

Key Responsibilities:
- Conduct stock screening and fundamental equity research using available analytical and market-data platforms.
- Perform portfolio performance analysis against benchmarks and peer PMS schemes; prepare periodic performance and attribution reports.
- Conduct weekly portfolio reviews; support rebalancing decisions and monitor portfolio-level exposures.
- Prepare documented buy, sell, and corporate-action rationale notes in accordance with the investment process.
- Maintain buy/sell triggers for portfolio stocks and track relevant company, sector, market, and corporate developments.
- Execute buy/sell transactions accurately and coordinate with relevant internal teams for timely trade processing.
- Assist in preparing research updates,



investment notes, and supporting material for portfolio-review discussions.
- Support business-development initiatives through preparation of pitch decks, product presentations, portfolio updates, and client-facing collateral.
- Ensure accurate maintenance of research, portfolio, reporting, and operational documentation.

Skills and Competencies:
- Basic understanding of equity markets, fundamental analysis, financial statements, and portfolio-performance concepts.
- Proficiency in Microsoft Excel, including data analysis, formulas, reporting, and presentation of financial information.
- Working knowledge of Equity databases.
- Proficiency in Microsoft PowerPoint and Word for preparing client and management presentations, reports, and communication material.
- Solid analytical, research, written-communication, and presentation skills.
- Ability to interpret company announcements, corporate act

📌 PMS Research Executive (Thane)
🏢 Ventura Securities
📍 Thane