Dealer - PMS

Dezerv is India’s first expert-led investment platform. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led and founded successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team brings together decades of investing expertise from leading global financial institutions like JP Morgan, UBS, BNP Paribas, etc. Our team of experts monitor the performance of portfolios and rebalance them if required to ensure long-term success. We are backed by marque firms like Accel, Elevation, Matrix, etc. Since inception, our clients have trusted us with over 8000+ crs of their assets. **Why are we building Dezerv?** Investing is stressful and emotional. Building & growing wealth is difficult and time-consuming. Most individuals struggle with managing their investments and money. Our goal is to help individuals grow their wealth without the stress, time, and costs involved in a traditional investment. At Dezerv, We are building a platform that leverages our decades of investment expertise to help individuals invest better for their future. **What are you expected to do?** * Working closely with the Fund Management team, on the formulation and implementation of investment strategy, model portfolios, etc * Performing day-to-day duties of a portfolio manager, with respect to the deployment of investor monies, monitoring portfolios, executing changes in portfolios, etc * Issuing portfolio management communications (internal/external) from time to time * Responsible for the Implementation of various investment strategies * Setting up an end-to-end, compliant trade execution process (Order Generation, Order Placement, Order Confirmation) * Working with the product & programming team to develop a digital Order Management System to handle orders efficiently at a mass scale * Systematic Maintenance and Troubleshooting of the Order Management System. Releasing Updates with enhanced features on a periodic basis * Managing relationships with various market participants including Mutual Funds, Custodian, Bank, Exchange, etc * Ensure regular monitoring of portfolio and compliance with SEBI regulations and internal guidelines **What are we looking for?** * Good communication skills * Good collaboration skills * 4+ years of experience * Strong fundamental knowledge of Indian capital markets (Equities, Bonds, Mutual Funds) * Should have adequate and relevant experience in multi-asset portfolio management * Strong analytical skills, and proficiency with MS Word, Excel, Power Point

Dezerv is India’s first expert-led investment platform. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led and founded successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team brings together decades of investing expertise from leading global financial institutions like JP Morgan, UBS, BNP Paribas, etc. Our team of experts monitor the performance of portfolios and rebalance them if required to ensure long-term success. We are backed by marque firms like Accel, Elevation, Matrix, etc. Since inception, our clients have trusted us with over 8000+ crs of their assets.