Trading, Asset & Wealth Management ExecutiveCompany: ServiceVaala / NR Engineers

Location: Jaipur, Rajasthan

Job Type: Full Time

Experience: 2–5 Years

Salary: ₹25,000 – ₹50,000 per month + Performance Incentive

Department: Investment / Wealth Management

About the RoleWe are looking for a disciplined and analytical professional to manage and monitor a personal investment portfolio of approximately ₹50 lakh

The selected candidate will be responsible for equity research, portfolio management support, market analysis, investment tracking, IPO research and F&O; trading support, strictly within predefined risk-management guidelines.

This role is suitable for someone who understands the stock market well but, more importantly, follows discipline, risk management and a systematic investment process.

- Key Responsibilities1. Equity Research & InvestmentResearch listed Indian companies for long-term investment.
- Analyse business fundamentals, financial statements, valuation and growth prospects.
- Track sectors, market trends and important corporate developments.
- Prepare investment notes before any major investment.
- Maintain a watchlist of quality stocks.
- 2. Portfolio ManagementMonitor an approximately ₹50 lakh investment portfolio.
- Track portfolio allocation, returns, drawdowns and risk.
- Maintain proper records of every investment.
- Review portfolio performance weekly and monthly.
- Suggest rebalancing based on predefined investment rules.
- Avoid emotional buying and selling.
- 3. IPO ResearchIdentify relevant IPO opportunities.
- Analyse IPO financials, valuation, promoters, business model and risks.
- Prepare a short IPO recommendation note for approval.
- Track listing performance and post-listing developments.
- 4. Trading – F&OMonitor; NIFTY, BANK NIFTY and selected index/stock derivatives.
- Conduct technical analysis using price action, support/resistance, volume and other relevant indicators.
- Prepare trading setups with:
-

- Entry
- Stop Loss
- Target
- Position Size
- Risk/Reward
- Maintain a detailed trading journal.
- Follow strict daily and monthly loss limits.
- No revenge trading or overtrading.
- 5.



Risk ManagementFollow predefined capital allocation and risk limits.
- No trade without a predefined Stop Loss.
- No unauthorized leverage.
- No unauthorized withdrawal or transfer of funds.
- Maintain separate records for investment and trading capital.
- Immediately report unusual market events or significant losses.

6. Reporting & MISPrepare:

Daily

- Market summary
- Open positions
- Profit/Loss
- Risk exposure
- Important news/events

Weekly

- Portfolio performance
- Trading performance
- Winning/losing trades
- Mistakes and corrective actions
- Upcoming opportunities

Monthly

- Complete investment report
- Portfolio allocation
- Benchmark comparison
- Drawdown analysis
- Trading statistics
- Risk review
- Candidate ProfileMust HaveStrong understanding of Indian Stock Market.
- Knowledge of Equity, IPOs, Mutual Funds/ETFs and F&O.;
- Good understanding of technical and fundamental analysis.
- Strong Excel/Google Sheets skills.
- Good analytical and numerical ability.
- Excellent discipline and record-keeping.
- Ability to work with predefined SOPs and risk limits.
- Positive communication and reporting skills.
- PreferredNISM certification such as NISM-Series-VIII: Equity Derivatives or relevant certification.
- Experience with platforms such as Angel One, Zerodha, Upstox or similar.
- Experience in portfolio tracking/MIS.
- Previous experience handling investment research or trading operations.

Important: This Is NOT a "Quick Profit" Trading JobWe are looking for a professional who believes in:

Capital Protection → Risk Management → Discipline → Consistency → Wealth Creation

The objective is not to make maximum profit every day.





The objective is to build a systematic long-term wealth-management process while controlling downside risk.

First 90 Days – Expected ResponsibilitiesMonth 1 – Research & System Setup

- Understand portfolio and investment objectives.
- Create stock/ETF/IPO watchlists.
- Set up portfolio and trading MIS.
- Develop research and trading SOPs.
- Paper trade strategies where required.

Month 2 – Controlled Execution

- Begin limited-size trading/investment activity after approval.
- Maintain daily trading journal.
- Monitor portfolio risk.
- Submit weekly performance reports.

Month 3 – Performance Review

- Analyse 90-day performance.
- Identify successful and unsuccessful strategies.
- Review risk management.
- Recommend improvements to the investment process.

Authority & ControlThe candidate will not have independent authority to withdraw or transfer funds.

All actual investments/trades will be executed according to the owner's predefined approval and risk-management framework.

The candidate's primary responsibility is:

Research + Analysis + Monitoring + Discipline + Reporting

Key Performance Indicators (KPIs)Performance will be evaluated on:

- Quality of research
- Risk management
- Process discipline
- Accuracy of records
- Portfolio monitoring
- Quality of trading setups
- Adherence to Stop Loss and position-size rules
- Avoidance of unauthorized trades
- Consistency of reporting

Profit alone will NOT be the only performance criterion.

Who Should Apply?Candidates who are genuinely interested in building a career in:

Trading | Equity Research | Portfolio Management | Asset Management | Wealth Management | Investment Analysis

Candidates who are looking for a "quick money" trading job should not apply.

How to ApplyPlease send your updated CV along with:

1. Total stock-market experience
2. Current/previous role
3. Experience in Equity/F&O;/IPO
4. NISM or other relevant certifications
5. Trading/investment experience
6. Expected salary
7. A brief note: "How would you manage ₹50 lakh of capital while controlling risk?"

Shortlisted candidates will be invited for an interview and practical market-analysis assignment.

📌 Stock Market Specialist (Jaipur)
🏢 N R Engineers
📍 Jaipur