Dealer (PMS)

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

Benefits:

• Health insurance
• Paid time off

Work Location: In person