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 robust 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
Solid hands-on experience with Wealth Spectrum / Holistic PMS
5+ years of relevant PMS Operations experience preferred
Solid reconciliation and break-resolution experience
Experience coordinating with custodians and fund accountants
Positive understanding of PMS trade lifecycle and settlements
Exposure to PMS audits and SEBI compliance/reporting
Solid 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 Operations experience are also welcome to apply.

Location: Andheri West, Mumbai

Company: Tamohara Investment Managers Pvt. Ltd.

Skills: wealth,investment,operations

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