Equity Dealer - Institutional

About the Role

Institutional trades

Key Responsibilities

• Execute institutional client trades (equity, index, ETF) on Bloomberg, ODIN & Saral.
• Create & manage index baskets (NIFTY 750, NIFTY 100, synthetic indices, sectoral baskets).
• Develop & execute ETF baskets for market-making & liquidity management.
• Coordinate with fund managers, brokers, custodians & exchanges for smooth execution & settlement.
• Monitor trade execution efficiency, costs & market microstructure.
• Ensure compliance with SEBI, AMFI & internal risk guidelines.
• Contribute to automation & integration of trading systems.

Candidate Profile

• 5–10 years of experience as an Equity Dealer with institutions like Mutual Funds.
• Strong knowledge of basket trading, ETFs & index construction.
• Hands-on expertise with Bloomberg, ODIN & Saral.
• Strong analytical, compliance, and communication skills.

Why Wealth First?

• Opportunity to work with a leading Ahmedabad-based Wealth Management firm in top 50 dealing in multi-product.
• Dynamic & growth-oriented environment.

About Wealth First Portfolio Managers Ltd.

Wealth First Portfolio Managers Ltd. is a trusted name in financial asset management with over 30 years of experience in delivering consistent growth for our clients. We provide a one-stop solution for investment management, offering a comprehensive suite of services that includes:

- Investment Strategizing & Asset Research

- Asset Allocation & Tax Planning

- Broking & Treasury Management

- Risk Management & Retirement Planning

Our diverse product basket covers Direct Bonds (taxable & tax-free), Government Securities, Mutual Funds, Fixed Deposits, PMS, Direct Equity, and Pension Products.

With a strong presence across Ahmedabad, Mumbai, Hyderabad, Pune and Surat, Wealth First has built a reputation as one of India’s most trusted client-centric financial advisors, focused on delivering long-term value and financial security to our clients.