Financial Markets Specialist
1 month ago
Vallum Capital Advisors Private Ltd (PMS) is a renowned financial institution dedicated to providing exceptional portfolio management services. Our team of experts strives to deliver top-notch performance and build lasting relationships with our clients.
Salary and BenefitsThe compensation package for this position is highly competitive, with an estimated annual salary ranging from ₹800,000 to ₹1,200,000 depending on qualifications and experience.
Job DescriptionWe are seeking a meticulous and proactive Equity Dealer to join our Portfolio Management Services (PMS) team. The ideal candidate will have excellent knowledge of Excel for preparing trade files, performing bank reconciliations, computing fees, and supporting overall portfolio management operations. A strong working knowledge of technical analysis and coding skills is desirable for adding value to the investment process and automating tasks.
Key Responsibilities:- Trade Execution: Execute buy and sell orders for different PMS strategies with brokers in a timely and efficient manner.
- Order Management: Manage and reconcile trade orders, ensuring all trades are correctly recorded and aligned with the strategy mandates.
- Excel-based Data Management: Maintain and update Excel files for portfolio records, including tracking trades, cash flows, portfolio valuations, and performance metrics.
- Education: Graduate/Postgraduate in Finance, Commerce, Economics, or a related field. Additional certifications like NISM, CFA (Level 1 or above), or technical analysis certifications would be a plus.
- Experience: 2-5 years of experience in trade execution, preferably within a PMS, Broking, or institutional trading environment.
- Excel Proficiency: Advanced Excel skills are essential, with a strong ability to handle large datasets, prepare reports, perform bank reconciliations, and compute fees.
- Communication Skills: Strong verbal and written communication skills to effectively liaise with brokers, internal teams, and other stakeholders.
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