Job Summary: We are looking for a motivated Outbound Sales Co-ordinator to engage potential customers through outbound calls and drive sales growth. The ideal candidate will have excellent communication skills, a persuasive approach, and the ability to build strong customer relationships. Basic knowledge of stock market – will be an added advantage. Key Responsibilities: Make outbound calls to prospective customers and introduce products/services and arrange for Meetings. Maintain accurate records of customer interactions and sales progress. Achieve assigned sales targets and quotas. Address customer queries and provide relevant product/service information. Work closely with the sales team to improve conversion rates. Ensure a positive customer experience through professional communication. Qualifications & Skills: High school diploma or equivalent ; a degree in Sales or Marketing is a plus. Proven experience in outbound sales or telecalling. Strong communication and negotiation skills. Ability to handle objections and close sales effectively. Familiarity with CRM software and sales tracking tools. Self-motivated and goal-oriented mindset. Job Types: Full-time, Permanent Pay: ₹25,000.00 - ₹50,000.00 per month Benefits: Health insurance Paid time off Schedule: Day shift Morning shift Work Location: In person
Location: Mumbai (In-Office) Experience: 6+ years in software engineering, including use of AI-assisted development tools Type: Full-time About Wright Research Wright Research is a tech-first wealth creation firm using scientific, data-driven methods to generate alpha in public markets. We deliver differentiated portfolios through PMS and digital advisory, blending quantitative finance with modern software engineering and AI-driven innovation. Role Overview We are looking for an Engineering Manager who is not only an expert developer but also embraces the next frontier of software engineering—AI-assisted coding . You’ll lead the development of our fintech and investment platforms while leveraging the latest AI tools to supercharge productivity, accelerate development, and improve code quality. This role is hands-on and ideal for someone who thrives at the intersection of engineering excellence and AI-augmented development workflows . Key Responsibilities Full-Stack Engineering: Develop and maintain scalable backend systems (Python/Django) and frontend interfaces (React/React Native) Work on APIs, dashboards, and data apps that power investment research and user engagement Improve code performance, test coverage, and security using automated tools and AI code audits Engineering Workflow Ownership: Define and enforce clean coding practices using AI-based linting, review bots, and test automation Manage code reviews and mentor team members on using AI tools effectively Implement CI/CD pipelines that integrate AI-driven testing and code quality analysis Collaboration & Productization: Work closely with quant and product teams to convert research into robust, user-facing tools Rapidly prototype internal research and analytics tools using AI-aided development Own the delivery of new product features and enhancements across the investment lifecycle AI-Augmented Development: Use GitHub Copilot, GPT-based tools, and AI-assisted workflows for faster prototyping, code generation, documentation, and testing Set up prompt-driven internal dev tools to accelerate feature development and debugging Champion the integration of AI tools into the full SDLC—from planning to deployment Qualifications 6+ years of experience in backend/frontend development with significant exposure to Python, Django, JavaScript, React Proven ability to ship products quickly and iteratively—bonus if you’ve used Copilot, GPT, or other AI-assisted tools regularly Experience with cloud platforms, microservices, and Postgres/Redis Strong understanding of how to integrate AI agents into the development workflow (e.g., prompt engineering, retrieval-augmented coding, AI code assistants) Comfortable working in a fast-moving environment with high autonomy and experimentation Bonus Points For Prior experience setting up AI coding agents or prompt pipelines for engineering Familiarity with tools like Copilot Labs, Codium AI, GPT for API testing, or LangChain/LLM agents for development Contributions to open source or devtool projects that use or build on AI What We Offer Competitive compensation and equity options Direct ownership of critical systems that power high-impact investment outcomes Culture of AI-native engineering —we build fast and smart Work alongside a visionary team of researchers, engineers, and product thinkers Opportunities to shape the future of AI-driven fintech How to Apply Apply here or send your resume and GitHub/portfolio to hr@wrightresearch.in with the subject: “Engineering Manager – Wright Research” Show more Show less
About Wright Research Wright Research is a quantitative investment management firm building data-driven investment strategies using cutting-edge models and factor frameworks. We combine rigorous research, technology, and execution discipline to deliver superior outcomes to our clients. Role Overview We are seeking a Quant Portfolio Analyst to join our investment team. The candidate will play a critical role in portfolio construction, execution, and monitoring of our quantitative strategies. The ideal candidate will be passionate about markets, comfortable with data-driven decision-making, and skilled in developing and maintaining systematic investment models. Key Responsibilities Portfolio Modeling & Tracking Build and refine models to manage live trading portfolios. Ensure tracking error remains within defined limits relative to the ideal/benchmark portfolio. Optimize for portfolio efficiency while minimizing slippage and transaction costs. Execution & Transaction Cost Analysis Develop and improve models for optimal execution across instruments. Analyze transaction cost data and design strategies to reduce market impact. Data Analysis & Research Conduct in-depth analysis of portfolio performance, exposures, and risk factors. Explore new factors, signals, and frameworks to enhance alpha generation. Support model validation, backtesting, and performance attribution. Portfolio Monitoring & Reporting Contribute to daily monitoring of fund flows, exposures, and compliance with guidelines. Build tools and dashboards for real-time performance and risk monitoring. Prepare research notes, insights, and presentations for the investment team. Qualifications & Skills Strong academic background in Finance, Economics, Statistics, Mathematics, Computer Science, or related field . 1–3 years of relevant experience in quantitative research, portfolio analytics, or execution modeling (internship/research experience may be considered). Proficiency in Python, R, or other quantitative programming languages ; strong data handling and visualization skills. Solid understanding of financial markets, portfolio theory, risk models, and factor investing . Knowledge of execution algorithms, TCA (transaction cost analysis), and market microstructure is a plus. Ability to work with large datasets, conduct statistical analysis, and design systematic frameworks. Strong problem-solving skills, attention to detail, and ability to work in a collaborative, fast-paced environment. What We Offer Exposure to cutting-edge quant strategies and portfolio management practices. Opportunity to work closely with senior leadership in a fast-growing quant investment firm. A culture that values innovation, intellectual curiosity, and rigorous research.
Job Summary We are looking for a Dealer with a foundational understanding of financial markets, particularly equities and derivatives. This role involves generating and executing trades per model portfolios, assisting in client-level reconciliation, and maintaining effective communication with market participants. The ideal candidate should be proficient in Excel, comfortable with basic market systems, and eager to learn and grow in a dynamic trading environment. Key Responsibilities Trade Generation & Execution Generate trades using model portfolio software/Excel. Execute orders (buy/sell) across various market segments (equities, derivatives) with guidance from senior dealers or fund managers. Monitor market conditions and update seniors on relevant trading opportunities or changes. Portfolio Support & Reconciliation Calculate and track client-level variances using internal systems and Excel-based tools. Assist in reconciling trades with operations and custodians to ensure accuracy in client portfolios. Prepare basic trade summaries and reports for internal stakeholders. Market Intelligence Maintain a network with sell-side dealers, brokers, and other market participants. Gather and relay market intelligence or insights to support decision-making. Operational & Administrative Tasks Maintain accurate trade logs, spreadsheets, and other records. Support monthly and quarterly reporting tasks in coordination with the operations team. Required Skills & Qualifications Education: Bachelor’s degree in Commerce, Finance, or related discipline. Market Knowledge: Basic understanding of equity and derivatives markets. Technical Proficiency: Strong skills in MS Excel (pivot tables, VLOOKUP, simple macros preferred). Familiarity with brokerage terminals is an advantage. Soft Skills: Good communication and coordination abilities. Detail-oriented with strong organizational skills. Willingness to learn and adapt in a fast-paced environment. Additional Requirements Location Flexibility: Must be based in or willing to relocate to Mumbai. Team Player: Ability to work collaboratively with research, product, and operations teams. Job Types: Full-time, Permanent Pay: ₹300,000.00 - ₹1,000,000.00 per year Benefits: Health insurance Paid time off Work Location: In person
About Wright Research Wright Research is a quantitative investment management firm building data-driven investment strategies using cutting-edge models and factor frameworks. We combine rigorous research, technology, and execution discipline to deliver superior outcomes to our clients. Role Overview We are seeking a detail-oriented and data-savvy PMS Dealer to manage daily trade execution, client-level rebalancing, and operational coordination across our Portfolio Management Service. The role combines market dealing and execution skills with strong Excel and data analysis expertise , ensuring that trades are accurately generated, executed, and reconciled across multiple PMS schemes. Key Responsibilities 1. Trade Execution & Portfolio Management Generate trades based on model portfolio outputs using internal software and Excel. Execute trades through empaneled brokers and coordinate across multiple PMS schemes for precise allocation. Verify trade files and ensure accurate client-level allocations before execution. Manage post-trade reconciliation and coordinate with custodians, fund accountants, and brokers for confirmation and settlement. Prepare and maintain records of all executed trades, deal sheets, and PMS logs in compliance with SEBI regulations. 2. Client-Level Variance & Portfolio Analytics Calculate client-level variances versus model portfolios using Excel or system-based tools. Track exposure, concentration, and liquidity across portfolios. Support fund managers with quantitative insights for execution timing, order batching, and market participation. Assist in preparing daily reports, performance summaries, and internal dashboards for fund and management review. 3. Market Intelligence & Coordination Maintain strong relationships with sell-side dealers and brokers to gather market intelligence, liquidity trends, and flow information. Liaise with research and product teams to ensure smooth integration of model changes into trade execution. Communicate regularly with operations, compliance, and PMS sales teams to resolve allocation and execution queries. 4. Automation & Process Improvement Develop and enhance Excel-based automation for trade generation, reconciliation, and variance tracking. Work with the tech and research teams to improve internal dealing workflows , ensuring efficient data flow from research models to execution systems. Contribute to continuous process refinement in dealing operations and compliance reporting. Required Skills & Qualifications Education Bachelor’s or Master’s degree in Commerce, Finance, Economics, or related field. Experience 2–4 years of experience in PMS/Institutional Dealing or Portfolio Operations. Proven ability to handle large-scale trades, allocations, and reconciliation in equity markets. Technical Skills Advanced Excel skills (Pivot Tables, Lookups, VBA/Macros preferred). Strong grasp of data analysis and portfolio analytics . Familiarity with broker execution systems and PMS back-office tools. Exposure to Python, SQL, or automation frameworks will be an advantage. Soft Skills Excellent coordination, communication, and multitasking skills. Analytical mindset with strong numerical accuracy and process discipline. Ability to work effectively under tight deadlines in a dynamic market environment. Additional Advantages Experience in quant or model-based portfolio execution . Ability to create dashboards and reporting frameworks for performance monitoring. Network of broker and sell-side dealing contacts.
As a Mutual Fund Advisor at our company in Varthur, you will assist clients in achieving their financial goals through informed investment decisions. Your responsibilities will include: - **Client Acquisition and Relationship Management:** - Identify and acquire new clients through networking and referrals. - Build strong and lasting relationships with clients based on trust. - Act as the primary contact for client inquiries, providing exceptional service. - **Financial Assessment and Goal Setting:** - Conduct thorough assessments of clients" financial situations. - Understand clients" financial goals, risk tolerance, and investment time horizon. - **Investment Advice and Portfolio Construction:** - Analyze mutual fund schemes based on performance, risk factors, and investment objectives. - Recommend suitable schemes aligned with clients" goals and profiles. - Develop personalized investment portfolios with diversification. - **Portfolio Monitoring and Review:** - Regularly monitor portfolio performance. - Provide updates and recommend adjustments based on market conditions. - **Market Knowledge and Compliance:** - Stay updated on market trends, economic indicators, and regulatory changes. - Ensure compliance with relevant regulations and maintain accurate records. - **Client Education and Support:** - Educate clients on mutual fund investments. - Provide ongoing support and address client concerns professionally. **Qualifications:** - Bachelor's degree in Finance, Business Administration, Economics, or related field. - NISM Series V-A: Mutual Fund Distributors Certification Examination. - 1-3 years of experience in financial services or mutual fund advisory roles. - Strong understanding of mutual fund products, market dynamics, and investment principles. - Excellent communication, interpersonal, and presentation skills. - Proficiency in financial planning software and MS Office Suite. This full-time, permanent position offers benefits including health insurance and paid time off. The work schedule involves day and morning shifts at our in-person location in Varthur.,