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CI
CITIC CLSA
Trading Assistant, Trading
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Tailor resume
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Location
Mumbai
Work mode
on-site
Type
full-time
Company size
10,000+ people
First seen
1w ago
Last seen
2d ago
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.
•
Strong 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.
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