Trading Assistant, Trading

CLSA; Mumbai; On-site; INR 450,000 - 650,000; Full time

Job summary

CLSA in Mumbai seeks a diligent Trading Assistant to support equity, derivatives, futures and options trading workflows. You will monitor markets, track orders, confirm trades, and maintain logs and reports.

The role involves pre-trade and post-trade activities, data integrity, reconciliations, and collaboration with brokers, operations, risk, and finance. Strong MS Excel skills and English communication are essential; familiarity with trading terminals and market data platforms is a plus.

Qualifications

• Bachelor’s degree or above in a finance-related field.
• Minimum 2 years in trading support or related areas is preferred.
• Strong MS Excel skills and familiarity with trading platforms.

Responsibilities

• Monitor equity, derivatives, futures, and options markets, including price movements and trends.
• Assist in tracking buy/sell orders, executions, open positions, and trade details.
• Support pre-trade and post-trade activities: verification, confirmations, and record keeping.
• Maintain trade logs, market trackers, watchlists, and MIS dashboards.
• Prepare daily/weekly/monthly trading reports and perform basic research.
• Coordinate with brokers, operations, risk, and finance to resolve trade discrepancies.
• Monitor expiry dates, margins, and position-related activities; escalate risks.

Skills

MS Excel

Trading systems

Analytical skills

English proficiency

Attention to detail

Independent & team work

Education

Bachelor’s degree or above

Tools

Trading terminals

Order management system

Market data platforms

Job description

## Trading Assistant, TradingApplylocations: Mumbaitime type: Full timeposted on: Posted Yesterdayjob requisition id: JR001591**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.