Jerrin Alpha — Operations Associate
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.
Stackforce AI infers this person is a Wealth Management and Investment Operations professional with a focus on Portfolio Management Services.
Location: Bengaluru, Karnataka, India
Experience: 2 mos
Skills
- Portfolio Management
- Investment Advisory Services
Career Highlights
- Hands-on experience in wealth management operations
- Strong analytical thinking combined with practical execution
- NISM certified in multiple financial domains
Work Experience
Right Horizons Wealth
PMS Distribution analyst (2 mos)
Education
B.com at Madras Christian College (MCC)
Master of Business Administration - MBA at VELS University