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Manages institutional equity clients, supports large accounts, develops customized investment ideas using research, coordinates with internal teams, and assists the Head of Sales with initiatives. The role focuses on relationship management, client servicing, broker reviews, and achieving top-tier client ratings. It is an early-career position with opportunities for increasing seniority.

Manages institutional broking operations for cash equities and derivatives, including trade support, booking, enrichment, reporting, reconciliations, settlements, accounting, collateral and margin movements. Oversees regulatory compliance, operational risk controls, audit support, client onboarding, static data, exposure limits, and operating procedures. Coordinates with trading desks, clients, compliance, clearing corporations, and IT teams on system changes, UAT, production support, and regional operations.

Prepare financial statements, support month-end close and regulatory reporting, process vendor payments, manage treasury activities, analyze expenses, support audits, ensure tax compliance, and maintain internal controls. The role requires accounting or finance qualifications, 5–7 years of experience, strong Excel skills, local tax knowledge, communication, problem-solving, and attention to detail. SAP experience is advantageous.

Monitor client trades across Asian equity markets, originate new business, manage key client relationships, prepare transaction cost analysis reports, communicate market updates, support client onboarding, handle requests, and provide feedback for trading system and algorithm improvements.

The Productivity Assistant will manage executive scheduling, coordinate travel, draft communications, and ensure smooth administrative operations within CLSA India.

No job description provided. The role title is Associate Research Analyst; specific responsibilities, required skills, and qualifications are not available.

The role involves developing data sourcing infrastructure, producing transaction cost analysis, generating thought leadership content, and responding to data requests. A strong quantitative background is essential.

Lead and produce high-quality equity research reports with robust financial models and forecasts. Manage production schedules, client servicing, and sales engagement; strategize roadshows and log client interactions. Provide leadership and mentorship to junior research staff, respond proactively to market events, and maintain strong industry relationships and coverage databases.

Manage and grow a portfolio of domestic and international institutional clients, execute cash equity and block trades, provide market and execution insights, coordinate with trading, sales, research and operations, monitor markets and risk, and ensure regulatory and settlement compliance while driving revenue.

Support trading desk by monitoring markets, tracking orders and positions, reconciling trades, preparing reports and MIS, conducting basic securities research, coordinating with brokers and internal teams, identifying risks, and contributing to process improvements and automation.