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2.0 - 5.0 years
4 - 7 Lacs
mumbai
Work from Office
Job Responsibilities: 1. Share trade instructions (buy/sell orders) with empaneled brokers as per fund managers, promoters’ direction. 2. Track market activity, liquidity, and price trends during trading hours to support timely and informed execution. 3. Coordinate with brokers to ensure prompt and efficient execution of trades with best possible pricing and minimal impact cost. 4. Maintain proper records of dealer notes, broker conversations, and trade instructions. 5. Prepare and share reconciled trade files with the accounts team for further processing and settlement. 6. Capital Gain/Loss entry of Mutual Fund and Shares to be maintained in excel 7. Updating transactions, Corporate Action ...
Posted 4 weeks ago
10.0 - 14.0 years
0 Lacs
maharashtra
On-site
Role Overview: As the Head of Research Analyst, your primary responsibility will be to provide timely and accurate investment recommendations and analysis to deliver substantial returns to customers across all investor products and services. You will also lead and guide the equity research analyst team in conducting research and valuation of companies, develop financial models reflecting companies" performance, and identify investment opportunities in the Indian equity markets. Key Responsibilities: - Generate investment recommendations, stocks, sectors, and ideas for customers across all investor products and services. - Coordinate with Institution clients, Private Client Group (PCG), High ...
Posted 1 month ago
10.0 - 12.0 years
0 Lacs
mumbai, maharashtra, india
On-site
Job Description for Head of Research Analyst. Major Accountabilities: 1.Investment Recommendations and Analysis: Generate timely and accurate investment recommendations, stocks, sectors, and ideas that deliver substantial returns to customers across all investor products and services. Provide expert-level inputs for overall strategy, initiatives, goals, and budgets related to equities. 2.Client Coordination: Regularly coordinate with Institution clients, Private Client Group (PCG), High Net Worth Individuals (HNI), and retail clients. Address day-to-day queries from clients and maintain strong client relationships. 3.Team Leadership and Guidance : Lead and guide the equity research analyst t...
Posted 1 month ago
3.0 - 8.0 years
5 - 10 Lacs
mumbai
Work from Office
Position Purpose The Trade Support team looks after the Electronic Execution Middle Office Operations. The resource will need to work in partnership with our clients, sales and trading to ensure that trades are allocated, confirmed, and processed in a timely manner. Provide support to our front office equities trading desks and also act as a point of contact for internal front/back-office enquiries. Responsibilities Direct Responsibilities A comprehensive understanding of securities Front to back trade lifecycle experience Demonstrate awareness and procedures to mitigate operational risk, escalate appropriately Trade amendments and booking reversals of trades Liaison between Front Office and...
Posted 1 month ago
3.0 - 8.0 years
5 - 10 Lacs
Mumbai
Work from Office
Position Purpose The Trade Support team looks after the Electronic Execution Middle Office Operations. The resource will need to work in partnership with our clients, sales and trading to ensure that trades are allocated, confirmed, and processed in a timely manner. Provide support to our front office equities trading desks and also act as a point of contact for internal front/back-office enquiries. Responsibilities Direct Responsibilities A comprehensive understanding of securities Front to back trade lifecycle experience Demonstrate awareness and procedures to mitigate operational risk, escalate appropriately Trade amendments and booking reversals of trades Liaison between Front Office and...
Posted 4 months ago
3.0 - 8.0 years
4 - 6 Lacs
Bengaluru
Work from Office
Manage process reference data, pricing data, dividends, benchmarks, and fund classification for mutual funds and equity instruments. Review key fund-related documents Factsheets to extract, validate, and update critical data points. Required Candidate profile Interact with multiple stakeholders including internal teams and external clients for data quality and operational updates. Ensure data accuracy and integrity in all deliverables Perks and benefits Perks and Benefits
Posted 4 months ago
2 - 3 years
0 - 0 Lacs
Ahmedabad
Work from Office
Role & responsibilities 1. Oversee daily operational activities, ensuring efficient back-office functioning 2. Coordinate with custodians, brokers, and internal teams for trade settlements and reconciliations 3. Maintain and update client portfolios and transaction records 4. Monitor compliance with regulatory requirements and internal policies 5. Assist in generating performance reports and operational metrics 6. Support fund accounting and NAV calculations, where applicable 7. Contribute to process improvement initiatives and system upgrades Preferred candidate profile - Bachelors degree in Finance, Business Administration, or related field - 13 years of experience in financial services or...
Posted 5 months ago
1 - 5 years
1 - 2 Lacs
Kolkata
Work from Office
Key Responsibilities Handle client documentation and assist in the recovery process of shares and investments. Coordinate with clients, depositories, registrars, and regulatory bodies (including IEPF). Respond to client inquiries and provide timely updates. Maintain and update operational databases, records, and MIS reports. Support internal teams in equity-related operations, asset transfer, and transmission processes. Assist with filing and tracking of legal or regulatory submissions as needed. Required Qualifications and Skills 12th Passed or Above Graduate in Commerce, Finance, or a related field (preferred). 1-3 years of experience in equity markets, back-office operations, or financial...
Posted 6 months ago
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