Key Areas of Responsibilities

- Monitor equity, derivatives, futures, and options markets, including price movements, volumes, trends, and market developments.
- Assist in tracking and documenting buy and sell orders, executed trades, open positions, and transaction details.
- Support pre-trade and post-trade activities, including order verification, trade confirmation, and record maintenance.
- Maintain accurate databases, trade logs, market trackers, watchlists, and investment-related documentation.
- Track intraday and end-of-day positions, exposure, margins, profit and loss, and other relevant trading metrics.
- Conduct basic research and analysis of securities, investment products, sectors, and market conditions.
- Prepare daily, weekly, and monthly trading reports, MIS, dashboards, and performance summaries.
- Assist with reconciliation of trades, contract notes, brokerage charges, cash balances, and internal records.
- Coordinate with brokers, operations, finance, risk, and other internal stakeholders to resolve trade-related discrepancies.
- Monitor derivatives expiry dates, rollover requirements, margin obligations, and other position-related activities.
- Support the preparation of investment proposals, analytical reports, and client-specific financial information when required.
- Assist in identifying market risks, portfolio gaps, and unusual movements and escalate them to the relevant manager.
- Ensure the confidentiality and secure handling of trading strategies, client information, and market-sensitive data.
- Contribute to process improvements and automation of recurring reports and trading activities.

Requirements

- Bachelor's degree or above in Finance, Economics,



Business Administration, Mathematics, Statistics, or a related discipline.
- MBA or equivalent postgraduate qualification in Business Analytics, Finance, or a related field would be an advantage.
- Minimum 2 years of relevant experience in trading support, investment operations, equity research, broking, dealing, or a related area.
- Candidates with less experience may be considered for the position of Junior Trading Assistant.
- Sound understanding of equity markets, derivatives, futures, options, investment products, and basic risk-management concepts.
- Active interest or practical exposure to equity derivatives and options trading would be preferred.
- Experience in preparing investment proposals, conducting financial-product analysis, or evaluating client financial profiles would be an advantage.
- Proficiency in MS Excel, including formulas, lookups, pivot tables, data analysis, and report preparation.
- Familiarity with trading terminals, market-data platforms, order-management systems, or portfolio-management systems would be beneficial.
- Knowledge of mutual funds, ELSS, NPS, insurance products, tax-saving instruments, and basic financial planning would be an advantage.
- Robust analytical, quantitative, organizational, and problem-solving skills.
- Excellent attention to detail and ability to work accurately under time-sensitive conditions.
- Ability to work independently and collaboratively as part of a trading or investment team.
- Self-motivated, disciplined, proactive, and willing to learn.
- Excellent command of both spoken and written English.
- NISM, NSE Academy, CFA, or other relevant capital-markets certification would be an advantage.

📌 Trading Assistant, Trading (Mumbai)
🏢 CLSA
📍 Mumbai