Institutional Trader

  • Location : Gurgaon
  • Department : Algo Support
  • Experience : 2-3 years
  • Qualfication : MBA in Finance

Job Description

The Bloomberg Terminal Trader plays a crucial role in executing trades and managing portfolios for banks and mutual funds in India. Leveraging the powerful Bloomberg Terminal, this professional executes trades across various asset classes, conducts market analysis, and stays updated with relevant financial news and information to make informed trading decisions. The role demands proficiency in financial markets, technical analysis, and effective communication skills to collaborate with internal teams and external stakeholders.

Key Responsibilities:

1. Trade Execution:

  • Utilize the Bloomberg Terminal to execute trades efficiently and accurately.
  • Execute buy and sell orders for equities, fixed income securities, derivatives, and other financial instruments.
  • Monitor trade execution process to ensure compliance with regulatory requirements and internal policies.

2. Market Analysis:

  • Conduct in-depth analysis of financial markets, including equities, bonds, currencies, and commodities.
  • Interpret market trends, news, and economic indicators to identify trading opportunities and risks.
  • Utilize technical analysis tools available on the Bloomberg Terminal to assess market sentiment and predict price movements.

3. Portfolio Management:

  • Manage portfolios for banks and mutual funds, optimizing investment strategies to achieve desired risk-return profiles.
  • Monitor portfolio performance and implement necessary adjustments based on market conditions and client objectives.
  • Generate periodic reports and presentations to communicate portfolio performance and investment recommendations to clients and stakeholders.

4. Risk Management:

  • Implement risk management strategies to mitigate potential losses and ensure compliance with risk limits and guidelines.
  • Monitor portfolio exposures and conduct stress testing to assess potential impact of adverse market events.
  • Collaborate with risk management teams to identify and address emerging risks in the portfolio.

5. Client Relationship Management:

  • Build and maintain strong relationships with clients, including banks, mutual funds, and other institutional investors.
  • Understand client investment objectives, risk tolerance, and preferences to tailor investment solutions accordingly.
  • Provide timely market updates, investment insights, and trade recommendations to clients to support informed decision-making.

6. Compliance and Regulatory Adherence:

  • Adhere to regulatory requirements and compliance standards governing trading activities in the Indian financial markets.
  • Maintain accurate records of trades, transactions, and communications in compliance with regulatory guidelines.
  • Stay updated with regulatory changes and industry developments to ensure adherence to best practices and standards.


  • Bachelors degree in finance, economics, or a related field.
  • Relevant experience in trading, portfolio management, or investment analysis, preferably in a banking or mutual fund environment.
  • Proficiency in using the Bloomberg Terminal and other financial software/tools.
  • Strong analytical skills with the ability to interpret complex financial data and market information.
  • Excellent communication and interpersonal skills, with the ability to articulate investment ideas and strategies effectively.
  • Sound understanding of risk management principles and regulatory requirements in the financial services industry.
  • Ability to work under pressure in a fast-paced trading environment, with a keen attention to detail and accuracy.
  • Posted On : 01 April, 2024
  • Location : Gurgaon

Important Message The information contained in this file is provided for informational purposes only, and should not be construed as legal advice on any matter. The content and interpretation of the law addressed herein is subject to revision. We disclaim all liability in respect to actions taken or not taken based on any or all the contents of this file to the fullest extent permitted by law. Every effort is made to avoid errors. In spite of that, errors and discrepancies may creep in. It is expressly stated that neither Findoc Investmart Private Limited nor any of the contributors of updates will be responsible for any damage to anybody on the basis of this document. Readers are, therefore, requested to cross check with the original sources e.g. Government publications, Orders, Judgments etc., before taking any action or making any decision. These services are being provided through our group companies Findoc Capital Mart Pvt Ltd and Findoc Finvest Private Limited

Attention Investors
  • 1. Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020.
  • 2. Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge.
  • 3. Pay 20% upfront margin of the transaction value to trade in cash market segment.
  • 4. Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month.
  • 5.Investments in securities market are subject to market risks, read all the related documents carefully before investing.
  • 6.The securities are quoted as an example and not as a recommendation.
No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries forrefund as the money remains in investors account.
Prevent Unauthorized Transactions in your demat account --> Update your Mobile Number with your Depository Participant. Receive alerts on your Registered Mobile for all debit and other important transactions in your demat account directly from NSDLon thesame day.....issued in the interest of investors.
KYC is a one-time exercise while dealing in securities markets-once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary. | (As instructed by SEBI, We hereby declare that we do engage in proprietary trading in all segment across the exchange.)
Effective communication & Speedy redressal of the grievances a. Register on SCORES portal b. Mandatory details for filing complaints on SCORES: i. Name, PAN, Address, Mobile Number, Email ID c. Benefits: i. Effective communication ii. Speedy redressal of the grievances link:
In case of grievances for any of the services rendered by Findoc Investmart Pvt Ltd write an email to
Mandatory updation of certain attributes of KYC of clients - The advisory is also displayed on the Depository website at following link:
1. NSDL:IN-DP-469-2020 2. Findoc Finvest Pvt. LTD. CIN no:U65910CH1995PTC016409 RBI REGISTRATION NO. B-06.00267 3. Findoc Investmart Private Limited CIN no:U74992CH2010PTC035180 SEBI REGISTRATION NO. INZ000164436 4. Findoc Investmart IFSC PVT. LTD CIN no: U65999GJ2017PTC095984 SEBI REGISTRATION NO. INZ000200735 5. INVESTMENT ADVISOR SEBI Registration no. INA100012297

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