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. Stay informed on CITIC CLSA Job Opportunities Not the right fit? You can create a job alert to receive our latest job openings that meet your interest.