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 re

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