Jerrin Alpha

Operations Associate

Bengaluru, Karnataka, India2 mos experience

Key Highlights

  • Hands-on experience in wealth management operations
  • Strong analytical thinking combined with practical execution
  • NISM certified in multiple financial domains
Stackforce AI infers this person is a Wealth Management and Investment Operations professional with a focus on Portfolio Management Services.

Contact

Skills

Core Skills

Portfolio ManagementInvestment Advisory Services

Other Skills

Client RelationsMutual FundsFinancial AnalysisBusiness AnalysisEquity ValuationCompany ValuationEstate PlanningFinancial PlanningTransportation ManagementProcurement OutsourcingWarehouse OperationsContract NegotiationStrategic PlanningPersonal FinanceInvestment Strategies

About

Currently working as an intern in the wealth management space, gaining hands-on exposure to Portfolio Management Services (PMS), AIFs, and mutual fund distribution. My role involves understanding client onboarding and empanelment processes, supporting operational workflows, coordinating with distributors, and assisting in handling product-related queries. This practical exposure has helped me understand how investment products are structured, positioned, and executed within the capital markets ecosystem. I am particularly interested in: • Portfolio Management Services (PMS) • Alternative Investment Funds (AIFs) • Equity markets and active strategies • Capital allocation and investment research I believe sustainable performance in markets comes from disciplined processes, strong risk management, and long-term thinking rather than short-term speculation. I am keen to build a career in PMS operations, distribution, research, or broader capital market roles where I can combine analytical thinking with practical execution.

Experience

Right horizons wealth

PMS Distribution analyst

Jan 2026Present · 2 mos · Greater Bengaluru Area

Client RelationsMutual FundsInvestment Advisory ServicesFinancial AnalysisBusiness AnalysisPortfolio Management+2

Education

Madras Christian College (MCC)

B.com — Professional accounting

Jan 2021Jul 2024

VELS University

Master of Business Administration - MBA

Aug 2024Jun 2026

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