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 rela

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