Dealer / Trader (Equities/forex) Asset Management

4 months ago


Cape Town, South Africa Aquarius Recruitment Full time

PURPOSE OF JOB

Effective equity trade execution on behalf of the companies investment Services

KEY RELATIONS

Wealth managers, fund managers, some direct clients

QUALIFICATION

B Com Degree

SAIFM Qualification

Re5 certificate

EXPERIENCE and COMPUTER COMPETENCY REQUIREMENTS

3-5 years dealing experience within an Asset Management company

Working on trading desk

Portfolio and execution management systems

Microsoft office

COMPETENCIES AND PERSONAL CHARATERISTICS

Aptitude for figures

Work under pressure

Excellent time management skills

Attention to details

Interpersonal understanding

teamwork

Affable character

Integrity

Detail orientated

KNOWLEDGE

Knowledge of financial markets

Knowledge of a trading desk

KPA/ STRATEGIC BUSINESS DELIVERABLES

Trading

Timely implementation of equity trades at optimal price levels - SA and International

Mutual fund dealing

FX dealing

Portfolio changes and execution

Rebalance model tracking portfolios to the respective models (instructed by the asset management teams)

Optimise the usage of the Portfolio Management Systems.

Identify areas of improvement on systems and processes

Reporting

Reporting on AUM (Assets under Management), trades, brokerage, accounts opened and closed and various other items for management info.

Assist with compilation and distribution of client communications explaining model portfolio changes

Personal account trading

Trade on personal account trading on behalf of employees

Report on employee trading

Provide inputs for PA trading policy


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