Dealing & Data Operations Associate PMS

About Wright Research

Wright Research is a quantitative investment management firm building data-driven investment strategies using cutting-edge models and factor frameworks. We combine rigorous research, technology, and execution discipline to deliver superior outcomes to our clients.

Role Overview

detail-oriented and data-savvy PMS Dealer

market dealing and execution skills

Key Responsibilities

1. Trade Execution & Portfolio Management

• Generate trades based on model portfolio outputs using internal software and Excel.
• Execute trades through empaneled brokers and coordinate across multiple PMS schemes for precise allocation.
• Verify trade files and ensure accurate client-level allocations before execution.
• Manage post-trade reconciliation and coordinate with custodians, fund accountants, and brokers for confirmation and settlement.
• Prepare and maintain records of all executed trades, deal sheets, and PMS logs in compliance with SEBI regulations.

2. Client-Level Variance & Portfolio Analytics

• Calculate

  client-level variances

  versus model portfolios using Excel or system-based tools.
• Track exposure, concentration, and liquidity across portfolios.
• Support fund managers with

  quantitative insights

  for execution timing, order batching, and market participation.
• Assist in preparing daily reports, performance summaries, and internal dashboards for fund and management review.

3. Market Intelligence & Coordination

• Maintain strong relationships with

  sell-side dealers and brokers

  to gather market intelligence, liquidity trends, and flow information.
• Liaise with research and product teams to ensure smooth integration of model changes into trade execution.
• Communicate regularly with operations, compliance, and PMS sales teams to resolve allocation and execution queries.

4. Automation & Process Improvement

• Develop and enhance

  Excel-based automation

  for trade generation, reconciliation, and variance tracking.
• Work with the tech and research teams to

  improve internal dealing workflows

  , ensuring efficient data flow from research models to execution systems.
• Contribute to continuous process refinement in dealing operations and compliance reporting.

Required Skills & Qualifications

Education

• Bachelor’s or Master’s degree in Commerce, Finance, Economics, or related field.

Experience

• 2–4 years of experience in PMS/Institutional Dealing or Portfolio Operations.
• Proven ability to handle large-scale trades, allocations, and reconciliation in equity markets.

Technical Skills

• Advanced Excel skills

  (Pivot Tables, Lookups, VBA/Macros preferred).
• Strong grasp of

  data analysis and portfolio analytics

  .
• Familiarity with broker execution systems and PMS back-office tools.
• Exposure to Python, SQL, or automation frameworks will be an advantage.

Soft Skills

• Excellent coordination, communication, and multitasking skills.
• Analytical mindset with strong numerical accuracy and process discipline.
• Ability to work effectively under tight deadlines in a dynamic market environment.

Additional Advantages

• Experience in

  quant or model-based portfolio execution

  .
• Ability to create dashboards and reporting frameworks for performance monitoring.
• Network of broker and sell-side dealing contacts.