Company: Tamohara Investment Managers Pvt. Ltd.

Location: Andheri West, Mumbai

Experience: 6–12 years

Industry: Portfolio Management Services / Investment Management

Work Mode: Work from Office

About The Role

Tamohara Investment Managers is looking for an experienced PMS Operations professional with solid hands-on expertise in Wealth Spectrum to manage end-to-end PMS operations, reconciliation, settlements, custody coordination, and regulatory requirements.

The ideal candidate should be comfortable independently managing operational breaks and working closely with custodians, fund accountants, banks, and internal investment teams.

Key Responsibilities

Manage day-to-day PMS operations on Wealth Spectrum
Perform reconciliation between Wealth Spectrum, Custodian, Fund Accountant and Bank
Identify and resolve:
Cash breaks
Security quantity/value mismatches
Corporate action mismatches
Trade date vs settlement date differences
Coordinate with custodians, fund accountants and banks for break resolution
Ensure accurate portfolio holdings, cash balances,



NAV and transactions in Wealth Spectrum
Handle trade settlements and operational controls
Support PMS audits and SEBI regulatory requirements
Prepare reconciliation workings and audit documentation
Ensure operational data remains accurate and audit-ready
Required Experience & Skills

Strong hands-on experience with Wealth Spectrum / Holistic PMS
5+ years of relevant PMS Operations experience preferred
Strong reconciliation and break-resolution experience
Experience coordinating with custodians and fund accountants
Good understanding of PMS trade lifecycle and settlements
Exposure to PMS audits and SEBI compliance/reporting
Strong Excel skills
Candidates from PMS / AIF / AMC / Investment Management firms preferred

Ideal Candidate

We are particularly interested in candidates who have worked directly at a PMS house and can independently own Wealth Spectrum operations and reconciliation.

Candidates with senior PMS O

📌 PMS Operations Executive (Mumbai)
🏢 Neuraleap Group
📍 Mumbai