Stock Market Specialist

Trading, Asset & Wealth Management ExecutiveCompany: ServiceVaala / NR Engineers

Location: Jaipur, Rajasthan

Job Type: Full Time

Experience: 2–5 Years

Salary: ₹25,000 – ₹50,000 per month + Performance Incentive

Department: Investment / Wealth Management

About the RoleWe are looking for a disciplined and analytical professional to manage and monitor a personal investment portfolio of approximately ₹50 lakh

The selected candidate will be responsible for equity research, portfolio management support, market analysis, investment tracking, IPO research and F&O trading support, strictly within predefined risk-management guidelines.

This role is suitable for someone who understands the stock market well but, more importantly, follows discipline, risk management and a systematic investment process.

• Key Responsibilities1. Equity Research & InvestmentResearch listed Indian companies for long-term investment.
• Analyse business fundamentals, financial statements, valuation and growth prospects.
• Track sectors, market trends and important corporate developments.
• Prepare investment notes before any major investment.
• Maintain a watchlist of quality stocks.
• 2. Portfolio ManagementMonitor an approximately ₹50 lakh investment portfolio.
• Track portfolio allocation, returns, drawdowns and risk.
• Maintain proper records of every investment.
• Review portfolio performance weekly and monthly.
• Suggest rebalancing based on predefined investment rules.
• Avoid emotional buying and selling.
• 3. IPO ResearchIdentify relevant IPO opportunities.
• Analyse IPO financials, valuation, promoters, business model and risks.
• Prepare a short IPO recommendation note for approval.
• Track listing performance and post-listing developments.
• 4. Trading – F&OMonitor NIFTY, BANK NIFTY and selected index/stock derivatives.
• Conduct technical analysis using price action, support/resistance, volume and other relevant indicators.
• Prepare trading setups with:
• 
  
• Entry
• Stop Loss
• Target
• Position Size
• Risk/Reward
• Maintain a detailed trading journal.
• Follow strict daily and monthly loss limits.
• No revenge trading or overtrading.
• 5. Risk ManagementFollow predefined capital allocation and risk limits.
• No trade without a predefined Stop Loss.
• No unauthorized leverage.
• No unauthorized withdrawal or transfer of funds.
• Maintain separate records for investment and trading capital.
• Immediately report unusual market events or significant losses.

6. Reporting & MISPrepare:

Daily

• Market summary
• Open positions
• Profit/Loss
• Risk exposure
• Important news/events

Weekly

• Portfolio performance
• Trading performance
• Winning/losing trades
• Mistakes and corrective actions
• Upcoming opportunities

Monthly

• Complete investment report
• Portfolio allocation
• Benchmark comparison
• Drawdown analysis
• Trading statistics
• Risk review
• Candidate ProfileMust HaveStrong understanding of Indian Stock Market.
• Knowledge of Equity, IPOs, Mutual Funds/ETFs and F&O.
• Good understanding of technical and fundamental analysis.
• Strong Excel/Google Sheets skills.
• Good analytical and numerical ability.
• Excellent discipline and record-keeping.
• Ability to work with predefined SOPs and risk limits.
• Good communication and reporting skills.
• PreferredNISM certification such as NISM-Series-VIII: Equity Derivatives or relevant certification.
• Experience with platforms such as Angel One, Zerodha, Upstox or similar.
• Experience in portfolio tracking/MIS.
• Previous experience handling investment research or trading operations.

Important: This Is NOT a "Quick Profit" Trading JobWe are looking for a professional who believes in:

Capital Protection → Risk Management → Discipline → Consistency → Wealth Creation

The objective is not to make maximum profit every day.

The objective is to build a systematic long-term wealth-management process while controlling downside risk.

First 90 Days – Expected ResponsibilitiesMonth 1 – Research & System Setup

• Understand portfolio and investment objectives.
• Create stock/ETF/IPO watchlists.
• Set up portfolio and trading MIS.
• Develop research and trading SOPs.
• Paper trade strategies where required.

Month 2 – Controlled Execution

• Begin limited-size trading/investment activity after approval.
• Maintain daily trading journal.
• Monitor portfolio risk.
• Submit weekly performance reports.

Month 3 – Performance Review

• Analyse 90-day performance.
• Identify successful and unsuccessful strategies.
• Review risk management.
• Recommend improvements to the investment process.

Authority & ControlThe candidate will not have independent authority to withdraw or transfer funds.

All actual investments/trades will be executed according to the owner's predefined approval and risk-management framework.

The candidate's primary responsibility is:

Research + Analysis + Monitoring + Discipline + Reporting

Key Performance Indicators (KPIs)Performance will be evaluated on:

• Quality of research
• Risk management
• Process discipline
• Accuracy of records
• Portfolio monitoring
• Quality of trading setups
• Adherence to Stop Loss and position-size rules
• Avoidance of unauthorized trades
• Consistency of reporting

Profit alone will NOT be the only performance criterion.

Who Should Apply?Candidates who are genuinely interested in building a career in:

Trading | Equity Research | Portfolio Management | Asset Management | Wealth Management | Investment Analysis

Candidates who are looking for a "quick money" trading job should not apply.

How to ApplyPlease send your updated CV along with:

1. Total stock-market experience
2. Current/previous role
3. Experience in Equity/F&O/IPO
4. NISM or other relevant certifications
5. Trading/investment experience
6. Expected salary
7. A brief note: "How would you manage ₹50 lakh of capital while controlling risk?"

Shortlisted candidates will be invited for an interview and practical market-analysis assignment.