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DM/Mgr PMS/AIF Operations Job Description Template

This role is focused on managing and overseeing the operational aspects of Portfolio Management Services (PMS) and Alternative Investment Funds (AIF). The ideal candidate will ensure compliance, improve operational efficiency, and effectively manage client portfolios and stakeholders.

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Responsibilities

  • Oversee the operational aspects of PMS and AIF.
  • Ensure compliance with regulatory requirements.
  • Manage client portfolios and ensure optimal performance.
  • Coordinate with clients, custodians, and fund managers.
  • Prepare and review portfolio reports and performance metrics.
  • Conduct due diligence on new investment opportunities.
  • Implement operational improvements and efficiencies.
  • Resolve operational issues and manage risks.

Qualifications

  • Bachelor's degree in Finance, Economics, or a related field.
  • Minimum 5 years of experience in PMS/AIF operations.
  • Thorough understanding of regulatory requirements for PMS and AIF.
  • Proven track record in managing investment portfolios.
  • Excellent analytical and problem-solving skills.
  • Strong communication and interpersonal skills.

Skills

  • Portfolio Management
  • Regulatory Compliance
  • Risk Management
  • Financial Analysis
  • Client Relationship Management
  • Excel
  • MS Office
  • Bloomberg Terminal

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Frequently Asked Questions

A DM/Mgr PMS/AIF Operations oversees the daily operations of Portfolio Management Services (PMS) and Alternative Investment Funds (AIF). They ensure compliance with financial regulations, manage fund administration tasks, and coordinate with stakeholders to optimize efficient fund management. This role requires strategic planning, analysis, and expertise in investment fund workflows.

To become a DM/Mgr PMS/AIF Operations, candidates usually need a bachelor's degree in finance, accounting, or business administration. Experience in fund management or financial operations is crucial. Professional certifications like CFA or CAIA can enhance prospects. Gaining strong analytical skills, regulatory knowledge, and fund management experience is key to advancing in this role.

The average salary for a DM/Mgr PMS/AIF Operations varies based on experience, location, and company size. Generally, professionals in this role can expect competitive compensation reflective of their expertise in managing Portfolio Management Services and Alternative Investment Funds. Benefits and incentives often accompany the salary to attract qualified individuals to this specialized role.

The qualifications for a DM/Mgr PMS/AIF Operations role typically include a bachelor's degree in finance, economics, or a related field. Professional experience in investment management or fund operations is essential. Many employers prefer candidates with certifications like CFA or CAIA. Strong analytical, communication, and problem-solving skills are also important for success in this role.

To be a successful DM/Mgr PMS/AIF Operations, one must possess skills in financial analysis, regulatory compliance, and fund administration. Key responsibilities include managing investment fund operations, ensuring compliance with financial regulations, and coordinating with portfolio managers and investors. Effective communication, leadership abilities, and attention to detail are critical in this role.

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