Wealth First Portfolio Managers Ltd
Website:
wealth-firstonline.com
Job details:
About the Role
Wealth First Portfolio Managers Ltd. is seeking an Equity Trader with strong experience in Institutional trades with the clients like Mutual Funds & Corporates. The role involvesexecuting trades via Bloomberg, ODIN & Saral, creating index baskets (NIFTY 750, NIFTY100, synthetic indices), and handling ETF basket executions for market-making.
Key Responsibilities
- Execute institutional client trades (equity, index, ETF) on Bloomberg, ODIN & Saral.
- Create & manage index baskets (NIFTY 750, NIFTY 100, synthetic indices, sectoral baskets).
- Develop & execute ETF baskets for market-making & liquidity management.
- Coordinate with fund managers, brokers, custodians & exchanges for smooth execution & settlement.
- Monitor trade execution efficiency, costs & market microstructure.
- Ensure compliance with SEBI, AMFI & internal risk guidelines.
- Contribute to automation & integration of trading systems.
Candidate Profile
- 4–8 years of experience as an Equity Dealer with institutions like Mutual Funds.
- Strong knowledge of basket trading, ETFs & index construction.
- Hands-on expertise with Bloomberg, ODIN & Saral.
- Strong analytical, compliance, and communication skills.
Why Wealth First?
- Opportunity to work with a leading Ahmedabad-based Wealth Management firm in top 50 dealing in multi-product.
- Dynamic & growth-oriented environment.
About Wealth First Portfolio Managers Ltd.
Wealth First Portfolio Managers Ltd. is a trusted name in wealth management with over 30 years of experience in delivering consistent growth for our clients. We provide a one-stop solution for investment management, offering a comprehensive suite of services that includes:
- Investment Strategizing & Asset Research
- Asset Allocation & Tax Planning
- Broking & Treasury Management
- Risk Management & Retirement Planning
Our diverse product basket covers Direct Bonds (taxable & tax-free), Government Securities, Mutual Funds, Fixed Deposits, PMS, Direct Equity, and Pension Products.
With a strong presence across Ahmedabad, Mumbai, Hyderabad, Pune and Surat, Wealth First has built a reputation as one of India’s most trusted client-centric financial advisors, focused on delivering long-term value and financial security to our clients.
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