Dealer (PMS)

2 weeks ago

Bandra Mumbai Maharashtra, India Wright Research Full time ₹ 3,00,000 - ₹ 10,00,000 per year

Job Summary

We are looking for a Dealer with a foundational understanding of financial markets, particularly equities and derivatives. This role involves generating and executing trades per model portfolios, assisting in client-level reconciliation, and maintaining effective communication with market participants. The ideal candidate should be proficient in Excel, comfortable with basic market systems, and eager to learn and grow in a dynamic trading environment.

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, ₹1,000,000.00 per year

Benefits:

  • Health insurance
  • Paid time off

Work Location: In person

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