Executive Portfolio Management Services (PMS)

Role Summary:

The Executive PMS will support portfolio management, equity research, and business-development activities. The role requires robust 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 actions, quarterly results, and market developments.

Preferred Profile :
Ability to independently prepare stock research notes, portfolio-performance reports, and investment rationale documents.
Candidates pursuing or holding relevant finance certifications such as CFA, ACCA, MBA Finance, CA, or equivalent will be preferred.

📌 Pms Research Executive Thane
🏢 Ventura Securities
📍 Thane