Equity Dealer

4 weeks ago


Ahmedabad, Gujarat, India Wealth First Portfolio Managers Ltd Full time

About the Role

Wealth First Portfolio Managers Ltd. is seeking an Equity Trader with strong experience in Institutional trades with the clients like Mutual Funds & Corporates. The role involvesexecuting trades via Bloomberg, ODIN & Saral, creating index baskets (NIFTY 750, NIFTY100, synthetic indices), and handling ETF basket executions for market-making.

Key Responsibilities

  • Execute institutional client trades (equity, index, ETF) on Bloomberg, ODIN & Saral.
  • Create & manage index baskets (NIFTY 750, NIFTY 100, synthetic indices, sectoral baskets).
  • Develop & execute ETF baskets for market-making & liquidity management.
  • Coordinate with fund managers, brokers, custodians & exchanges for smooth execution & settlement.
  • Monitor trade execution efficiency, costs & market microstructure.
  • Ensure compliance with SEBI, AMFI & internal risk guidelines.
  • Contribute to automation & integration of trading systems.

Candidate Profile

  • 5–10 years of experience as an Equity Dealer with institutions like Mutual Funds.
  • Strong knowledge of basket trading, ETFs & index construction.
  • Hands-on expertise with Bloomberg, ODIN & Saral.
  • Strong analytical, compliance, and communication skills.

Why Wealth First?

  • Opportunity to work with a leading Ahmedabad-based Wealth Management firm in top 50 dealing in multi-product.
  • Dynamic & growth-oriented environment.

About Wealth First Portfolio Managers Ltd.

Wealth First Portfolio Managers Ltd. is a trusted name in financial asset management with over 30 years of experience in delivering consistent growth for our clients. We provide a one-stop solution for investment management, offering a comprehensive suite of services that includes:

- Investment Strategizing & Asset Research

- Asset Allocation & Tax Planning

- Broking & Treasury Management

- Risk Management & Retirement Planning

Our diverse product basket covers Direct Bonds (taxable & tax-free), Government Securities, Mutual Funds, Fixed Deposits, PMS, Direct Equity, and Pension Products.

With a strong presence across Ahmedabad, Mumbai, Hyderabad, Pune and Surat, Wealth First has built a reputation as one of India's most trusted client-centric financial advisors, focused on delivering long-term value and financial security to our clients.


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