Equity Dealer

Position Name -

Location -

Experience Range -

Mandatory Requirement:

• Strong knowledge of Indian equity markets, trading mechanics, and PMS/AIF norms.
• Advanced Excel skills including Pivot Tables, VLOOKUP/XLOOKUP, conditional formatting, charting, data validation, macros/VBA (preferred)
• Accuracy, integrity, and ability to work under time-sensitive trading conditions.
• Excellent coordination skills with brokers, fund managers, and back-office teams.
• Familiarity with tools like Bloomberg, Reuters, NSE/BSE terminals is a plus

About the client:

The Company manages equity assets across PMS, AIF, and Advisory channels, including offshore funds It oversees assets under management and advisory of approximately 3600 Cr.

Job Roles and Responsibilities:

• Share trade instructions (buy/sell orders) with empaneled brokers as per fund managers direction.
• Track market activity, liquidity, and price trends during trading hours to support timely and informed execution.
• Coordinate with brokers to ensure prompt and efficient execution of trades with best possible pricing and minimal impact cost.
• Review and verify trade confirmation files received from brokers for accuracy in quantity, price, and execution time.
• Maintain proper records of dealer notes, broker conversations, and trade instructions (email or recorded lines).
• Prepare and share reconciled trade files with the Operations team for further processing and settlement.
• Ensure compliance with internal investment guidelines, SEBI PMS/AIF norms, and risk controls.
• Maintain relationships with key broker partners and stay updated on market intelligence and research insights.
• Track corporate actions, circuit limits, and stock-specific developments that may impact trading.

Qualification and Experience:

• Graduate/Postgraduate in Finance.
• NISM certifications (Equity Derivatives, Research Analyst) preferred.
• 58 years of experience in an equity dealing role on the buy-side (PMS, AIF, or similar setups).