Istaa Finserv

8 Job openings at Istaa Finserv
Proprietary Trader Mumbai 1 - 5 years INR 5.0 - 9.0 Lacs P.A. Work from Office Full Time

Istaa Finserv is looking for Proprietary Trader - Equity Derivative Desk to join our dynamic team and embark on a rewarding career journey. Execute and manage trades across various financial instruments, including stocks, bonds, commodities, and derivatives, ensuring compliance with regulatory and company guidelines Monitor market trends, news, and economic data to make informed trading decisions, identifying profitable opportunities and adjusting strategies as needed Maintain up-to-date knowledge of relevant financial regulations and market developments, adapting strategies to changes in policies and economic conditions Conduct detailed market analysis and assess risk factors, utilizing quantitative and qualitative data to evaluate potential trades and reduce exposure to risk Collaborate with analysts and other team members to develop and refine trading models, ensuring alignment with overall investment objectives and risk tolerance Communicate trade performance, market outlook, and strategic insights to stakeholders, supporting data-driven decision-making within the organization Develop and implement effective trading strategies, leveraging financial instruments and market knowledge to optimize profit and manage portfolio performance Monitor trade lifecycle from execution through to settlement, resolving any discrepancies and ensuring accurate record-keeping and reporting

Equity Dealer Mumbai 0 - 4 years INR 2.0 - 6.0 Lacs P.A. Work from Office Full Time

Equity Dealer Finance Full time Job Title: Equity Dealer We are seeking a highly motivated and detail-oriented individual to join our team. As an Equity Analyst, you will work closely with senior traders to execute trades, manage positions, analyse market trends, and assist in the development and implementation of trading strategies. This role requires strong analytical skills, attention to detail, and the ability to thrive in a fast-paced and dynamic trading environment. Responsibilities: Execute equity trades accurately and efficiently in accordance with established trading strategies and risk parameters. Monitor and manage trading positions, including identifying and addressing potential risks and opportunities. Analyze market data, news, and trends to identify potential trading opportunities and inform decision-making. Provide operational support to traders, including trade reconciliation, order management, and trade settlement activities. Assist in monitoring and managing risk exposure, including tracking portfolio performance and implementing risk mitigation strategies. Collaborate with traders, analysts, and other stakeholders to share insights, coordinate activities, and facilitate effective decision-making. Utilize trading platforms, analytical tools, and other technologies effectively to enhance trading efficiency and performance. Stay abreast of market developments, industry trends, and best practices in trading to enhance skills and knowledge. Qualifications: Bachelors degree in finance, economics, mathematics, or a related field preferred. Prior experience in equity markets, either through internships or full-time roles. Strong analytical and quantitative skills, with proficiency in Excel and other analytical tools. Excellent communication and interpersonal skills, with the ability to work effectively in a team environment. Detail-oriented with a high level of accuracy and a proactive approach to problem-solving. Ability to thrive in a fast-paced and dynamic trading environment, with a sense of urgency and adaptability. Knowledge of financial markets, trading instruments, and trading strategies. Familiarity with trading platforms, order management systems, and market data sources is a plus. Commitment to integrity, professionalism, and ethical conduct in all aspects of work. Certifications: NISM Series VIII

Back Office Analyst Mumbai 1 - 3 years INR 5.0 - 8.0 Lacs P.A. Work from Office Full Time

Back Office Analyst Operations Full time Role Description: As a Back Office Executive, the candidate will be working closely with the back office team to overlook the entire back-office work of equities and derivatives segment of all exchanges and DP operations. We are looking for a driven candidate who is willing to take initiative to improve and upgrade the back office system by remaining in touch with the back office vendor. The candidate will be responsible for uploading different files through NMASS and ENIT to the exchange. Additionally, the candidate is expected to conduct all BOD and EOD tasks for Cash and FO segment. The candidate is required to have previous experience in a similar role. Knowledge of Comtek and CDAS is required. Key Responsibilities Areas: Overlooking day-to-day work of the back office (Equity, FO and DP). A practical experience of account opening, pay-in, pay-out to the exchange and pledge creation Processing EOD margin files, trade files and generating contract-cum-bill Coordination and liaison with depository participants and other intermediaries related to the securities market. Closely working with the equities desk to understand the requirements on back office tasks and executing it in timely and effective manner. Fulfilling client necessities and assisting them with Demat account opening queries. Having knowledge about RMS of trading software Monitoring clients daily risk position Heading necessary processes on a regular basis in the RMS, DP and CRF process. Skills: REQUIRED: Experience in Depositary Participant operations and back office REQUIRED: Experience and/or knowledge about Comtek, CDAS Knowledge in Back Office and CDSL. Strong proficiency in Excel, MIS and Back Office. Constantly demonstrated good communication skills. Willing to learn and take initiative. Effective problem-solving skills. Name Email Position

Risk Management Analyst Mumbai 1 - 3 years INR 4.0 - 8.0 Lacs P.A. Work from Office Full Time

Risk Management Analyst Middle Office Full time Roles and Responsibilities Knowledge of admin functionality of BOW and GreekSoft Daily monitoring and setting of limits for clients and Proprietary trading desk Expertise in Proprietary Risk Management, Market and Operational Risk Management in order to monitor proprietary desk positions, limits and MTM Generate and report the PnL and MTM for proprietary desk and individual dealers to senior management Strong understanding of trading strategies and Option Greeks in order to monitor delta using GreekSoft for trades executed on an ongoing daily basis Responsible for monitoring and reporting to Exchange for segregation and allocation reporting for all exchanges Closely working with the Proprietary and Client desks to understand the requirements of middle office tasks and executing it in timely and effective manner Monitoring NSE N-MASS Successful management of dealer access, connectivity and BOD/EOD RMS procedures Formulation of Risk Management policy including terminal limit to ensure adherence of risk policies across equity and derivatives desks Desired Candidate Profile Experience with BOW, GreekSoft Admin terminal, NSE N-MASS Strong analytical mindset and strong control focus with the ability to initiate and drive projects Strong knowledge of SEBI regulations of CM, Equity and Derivatives Experience in RMS Strong skills for ad hoc Crisis management Strong proficiency in Excel Constantly demonstrated good communication skills Willing to learn and take initiative Effective problem-solving skills

Derivative Trader mumbai,maharashtra,india 0 years None Not disclosed On-site Full Time

We are in search of a highly motivated and detail-oriented individual with a background in finance and a solid understanding of options trading Greeks to join our team as a Junior Derivative Trader. This position offers an excellent opportunity for recent graduates eager to dive into the dynamic world of financial markets. Responsibilities Collaborate with senior traders to analyze and execute options trades across diverse markets. Monitor market trends, news, and events to identify lucrative trading opportunities. Apply expertise in Greeks (Delta, Gamma, Theta, Vega) to effectively manage and optimize options positions. Work closely with the research team to develop innovative trading strategies and refine risk management techniques. Maintain meticulous records of trades, positions, and performance metrics. Stay abreast of industry developments and regulatory changes that may influence trading activities. Participate actively in training programs and workshops to enhance proficiency in options trading. Qualifications Bachelor's degree in Finance, Economics, or a related field. Thorough understanding of financial markets, derivatives, and options trading. Proficiency in Greeks (Delta, Gamma, Theta, Vega) and their implications for options pricing and risk. Strong analytical and quantitative skills. Ability to thrive under pressure and make well-informed decisions in fast-paced environments. Proficient in Excel and financial modeling tools. Excellent communication and interpersonal abilities. This role presents an exciting opportunity for individuals passionate about finance and options trading to gain hands-on experience in a vibrant trading environment. If you are driven to learn, grow, and excel in the realm of finance, we encourage you to apply and become a valuable member of our team!

Derivative Trader mumbai,maharashtra,india 0 years INR Not disclosed On-site Full Time

We are in search of a highly motivated and detail-oriented individual with a background in finance and a solid understanding of options trading Greeks to join our team as a Junior Derivative Trader. This position offers an excellent opportunity for recent graduates eager to dive into the dynamic world of financial markets. Responsibilities Collaborate with senior traders to analyze and execute options trades across diverse markets. Monitor market trends, news, and events to identify lucrative trading opportunities. Apply expertise in Greeks (Delta, Gamma, Theta, Vega) to effectively manage and optimize options positions. Work closely with the research team to develop innovative trading strategies and refine risk management techniques. Maintain meticulous records of trades, positions, and performance metrics. Stay abreast of industry developments and regulatory changes that may influence trading activities. Participate actively in training programs and workshops to enhance proficiency in options trading. Qualifications Bachelor's degree in Finance, Economics, or a related field. Thorough understanding of financial markets, derivatives, and options trading. Proficiency in Greeks (Delta, Gamma, Theta, Vega) and their implications for options pricing and risk. Strong analytical and quantitative skills. Ability to thrive under pressure and make well-informed decisions in fast-paced environments. Proficient in Excel and financial modeling tools. Excellent communication and interpersonal abilities. This role presents an exciting opportunity for individuals passionate about finance and options trading to gain hands-on experience in a vibrant trading environment. If you are driven to learn, grow, and excel in the realm of finance, we encourage you to apply and become a valuable member of our team!

Manager - Back Office & DP Operations mumbai,maharashtra,india 5 years None Not disclosed On-site Full Time

The primary responsibility of this role is to manage and oversee the business operations of the Back-Office Department (BO) pertaining to Broking & Depository Participant (DP) operations. The role involves supervising daily operational activities, ensuring compliance with regulatory standards, handling client queries, driving automation initiatives, and supporting business growth through data-driven insights. Ideal Candidate A highly experienced professional with strong leadership skills, deep understanding of stock broking & DP operations, and the ability to balance compliance, operational efficiency, and business growth in a fast-paced environment. The candidate must demonstrate a customer-first attitude, be highly data-driven, and thrive in a competitive, result-oriented work culture. Responsibilities 1. Depository & Settlement Operations Lead and manage overall functioning of Depository Operations. Oversee day-to-day settlement activities including securities pay-in/pay-out. Manage creation of pledges for margin shortfalls/exposure. Handle back-office operations pertaining to Cash, FnO, Mutual Funds, Treasury Bill, and corporate actions. Execute Dematerialisation/Transmission/Transposition of physical shares. Facilitate Delivery Instruction Slip processing, Early Pay-in, and pledge/re-pledge/un-pledge transactions. 2. Business Operations & Reporting Manage processes such as CKYC, CVL KRA, Demat Account Opening, and UCC creation. Fulfil client necessities and assist with Demat account opening queries. Process EOD margin files, trade files, and generate contract-cum-bills. Prepare and deliver weekly/monthly MIS reports to management. Maintain operational masters and update changes in systems/interfaces to ensure data accuracy. Provide ad hoc and business growth reports using MS Excel and analytical tools. 3. Client Query & Stakeholder Management Address and resolve client queries promptly, ensuring a “customer-first” approach. Liaise with KYC agencies, Exchanges, Clearing Corporations, and regulators for timely query resolution. Coordinate with Customer Service teams to handle escalations. Collaborate with back-office vendors to resolve system-related issues. 4. Audit, Compliance & Governance Ensure compliance with SEBI, CDSL/NSDL, and other regulatory requirements. Manage Concurrent and Internal audits, ensuring zero non-compliance. Establish controls to mitigate operational risks and ensure adherence to company policies. 5. Automation & Technology Spearhead automation initiatives by leveraging unprocessed data for process improvements. Test new automation products pre- and post-production implementation. Collaborate with technology teams for back-office system enhancements. 6. Risk & RMS Monitoring Possess knowledge of RMS (Risk Management System) in trading software. Monitor clients’ daily risk positions and take corrective action where required. Head necessary processes on a regular basis in RMS, DP, and CRF functions. Note: Additional responsibilities may be assigned based on organizational needs. Qualifications Education: Graduate. Experience: 5+ years in Stock Broking & DP operations. Certifications (Mandatory): NISM-Series-III-A (Securities Intermediaries Compliance). NISM-Series-VI (Depository Operations). NISM-Series-VII (Securities Operations & Risk Management). Strong knowledge of Equity, F&O, Demat, and Broking industry. Proficiency in CDSL DP System. Advanced skills in MS Excel & MS Office tools. Strong analytical acumen and problem-solving skills. Proven experience in handling Concurrent/Internal audits. Excellent leadership, communication, and collaboration skills.

Manager - Marketing & Communications (Financial Services) mumbai,maharashtra,india 3 - 6 years INR Not disclosed On-site Full Time

Company Description Istaa Finserv is a renowned stock broking firm committed to delivering superior financial services to investors and traders around the globe. We are a dynamic financial services broking company offering a complete suite of investment solutions including retail and HNI trading, mutual funds, IPOs, fixed income products, and a mobile trading app. We are seeking an experienced and innovative Marketing & Communications Manager to lead the company's brand communication, digital marketing, and content initiatives. This role will be pivotal in driving brand visibility, growing user adoption for our trading app, and ensuring all marketing materials meet compliance standards. Role Description The Marketing & Communications Manager will develop, implement, and oversee marketing strategies that align with business objectives and regulatory frameworks. The role involves managing content creation, social media presence, digital campaigns, and customer engagement programs, ensuring all communications reflect brand integrity, clarity, and compliance. The candidate will work closely with internal teams, product owners, and compliance officers to produce engaging, approved marketing material that builds trust and drives growth. Key Responsibilities: Develop and execute marketing and communication strategies to promote the company's products and trading app Create and manage digital marketing campaigns across web, email, and social media platforms Produce clear, compliant marketing content including brochures, creatives, videos, social posts, and investor communications Obtain compliance approvals before publishing or distributing any marketing materials Manage and grow the company's social media presence across LinkedIn, Instagram, Facebook, X, and YouTube Write and produce engaging YouTube ads, app tutorials, and digital creatives Coordinate app marketing initiatives to drive user acquisition, engagement, and retention Monitor campaign performance, analyze insights, and recommend improvements Maintain consistent brand voice and messaging across all touchpoints Stay updated with industry trends, SEBI/Exchange communication norms, and competitor activities Qualifications Bachelor's degree in Marketing, Communications, Finance, or a related field 3 to 6 years of experience in marketing, communications, or digital strategy, ideally in financial services, fintech, or stock broking Strong understanding of trading, mutual funds, capital markets, and investment products Proven experience developing compliant marketing materials in a regulated industry Skills and Competencies: Excellent written and verbal communication skills Creative thinking with strong storytelling and brand development ability Hands-on experience with digital marketing tools such as Google Ads, Meta Business Suite, LinkedIn Campaign Manager, Canva, or similar Strong project management and time management skills Analytical mindset with ability to measure and optimize campaign performance High attention to detail and understanding of compliance and approval protocols Ability to work independently in a fast-paced, evolving environment