Dealer (Pms)

2 weeks ago

Bandra Mumbai Maharashtra, India Wright Research Full time

**Job Summary**

**Key Responsibilities**
- **Trade Generation & Execution**:

- Generate trades using model portfolio software/Excel.
- Execute orders (buy/sell) across various market segments (equities, derivatives) with guidance from senior dealers or fund managers.
- Monitor market conditions and update seniors on relevant trading opportunities or changes.
- **Portfolio Support & Reconciliation**:

- Calculate and track client-level variances using internal systems and Excel-based tools.
- Assist in reconciling trades with operations and custodians to ensure accuracy in client portfolios.
- Prepare basic trade summaries and reports for internal stakeholders.
- **Market Intelligence**:

- Maintain a network with sell-side dealers, brokers, and other market participants.
- Gather and relay market intelligence or insights to support decision-making.
- **Operational & Administrative Tasks**:

- Maintain accurate trade logs, spreadsheets, and other records.
- Support monthly and quarterly reporting tasks in coordination with the operations team.

**Required Skills & Qualifications**
- **Education**: Bachelor’s degree in Commerce, Finance, or related discipline.
- **Market Knowledge**: Basic understanding of equity and derivatives markets.
- **Technical Proficiency**:

- Strong skills in MS Excel (pivot tables, VLOOKUP, simple macros preferred).
- Familiarity with brokerage terminals is an advantage.
- **Soft Skills**:

- Good communication and coordination abilities.
- Detail-oriented with strong organizational skills.
- Willingness to learn and adapt in a fast-paced environment.

**Additional Requirements**
- **Location Flexibility**: Must be based in or willing to relocate to Mumbai.
- **Team Player**: Ability to work collaboratively with research, product, and operations teams.

**Job Types**: Full-time, Permanent

Pay: ₹300,000.00 - ₹1,000,000.00 per year

**Benefits**:

- Health insurance
- Paid time off

Work Location: In person

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