Financial Analyst / Equity & Crypto Trading Specialist

We are seeking a highly skilled Financial Analyst with strong expertise in cryptocurrency, equity markets, ETFs, mutual funds, wealth management, and trade settlements. The ideal candidate should have hands-on experience in trading, corporate actions, taxation, and investment advisory, along with solid knowledge of NISM compliance. This role involves market analysis, trade processing, and supporting investment clients with accurate and high-quality financial insights.
Location: Gurgaon, Sec 30
Experience: Minimum 6 months (Mandatory)

Position I: Wealth Management

• Conduct in-depth analysis of equities, ETFs, cryptocurrencies, and mutual funds.
• Monitor market trends, corporate actions, dividends, and company financials.
• Evaluate investment opportunities and prepare detailed research reports.
• Support strategies for wealth management and investment advisory.

Position II: Clearance & Settlement / Trade Operations

• Execute and monitor equity, ETF, and crypto trades as per client or internal mandates.
• Coordinate with exchanges, brokers, and custodians for timely and accurate trade settlements.
• Reconcile trades, positions, and funds, ensuring breaks or mismatches are resolved promptly.
• Monitor settlement cycles (T+1 / T+2) and manage exceptions or pending trades.
• Ensure activities comply with NISM guidelines and regulatory requirements.
• Maintain accurate records and reports for audit, compliance, and internal reviews.
• Manage trade processing, trade settlements, and equity settlements across markets.
• Coordinate with brokers, custodians, and internal teams to resolve settlement issues.
• Ensure adherence to regulatory guidelines and operational SOPs.

Position III: Taxes / Taxation

• Ensure timely and accurate filing of GST, TDS/TCS, and Income Tax returns.
• Prepare tax computations, reconciliations, and compliance reports.
• Maintain documentation and support statutory, internal, and tax audits.
• Monitor TDS/TCS deductions, deposits, and Forms 16/16A generation via TRACES.
• Handle tax notices, queries, and coordinate with consultants or authorities.
• Ensure adherence to the latest tax laws, regulations, and compliance SOPs.

Position IV: Asset Servicing

• Process and monitor corporate actions: dividends, bonuses, rights, mergers, redemptions.
• Coordinate with custodians, depositories, brokers, and internal teams.
• Validate corporate action announcements, record dates, and payment details.
• Reconcile benefits with client holdings and resolve mismatches.
• Post income, interest, and corporate action proceeds accurately.
• Maintain records, MIS, and audit documentation as per guidelines.

Position V: Corporate Actions

• Process and validate events: dividends, bonuses, rights, mergers, splits, buybacks.
• Review announcements, record dates, and market notifications for entitlement accuracy.
• Coordinate with custodians, depositories, fund managers, and brokers.
• Reconcile proceeds, allotments, and benefits with client holdings.
• Post income, redemption payouts, and entitlements to client accounts.
• Maintain documentation and ensure adherence to operational guidelines.

Position VI: Trading Infrastructure

• Monitor trading platforms, OMS/EMS systems, and market connectivity.
• Coordinate with exchanges, brokers, and tech teams to resolve connectivity or routing issues.
• Perform daily health checks on trading systems, APIs, market feeds, and FIX connections.
• Assist in system upgrades, UAT testing, and deployment of trading tools.
• Ensure compliance with exchange guidelines and risk controls.
• Maintain logs, incident records, and audit reports.

Required Skills & Qualifications

• Strong knowledge of stocks, ETFs, cryptocurrencies, mutual funds, and wealth management.
• Experience in trade settlements, equity settlements, and operational risk.
• Familiarity with NISM certifications (Equity Derivatives, Mutual Funds preferred).
• Strong analytical skills with expertise in Excel and financial modelling.
• Understanding of taxation for equity and crypto transactions.
• Excellent communication, problem-solving, and stakeholder management skills.
• Prior experience in corporate actions, trade processing, or equity dealing.

Job Types: Full-time, Permanent

Pay: ₹35,000.00 - ₹37,000.00 per month