SUMMARY:
Junior Dealer | Claremont
POSITION INFO:
Are you ready to dive into the world of finance and embark on a rewarding career journey? An esteemed financial services company is on the lookout for a talented Junior Dealer to join their dynamic team. The successful candidate will be responsible for effective multi-asset (equity, bond, FX, derivative) dealing.
Key Relations:
- Fund managers, fund operations, dealers, external brokers/banks.
Competencies And Personal Characteristics:
- Aptitude for figures.
- Work under pressure.
- Excellent time management skills.
- Attention to detail.
- Interpersonal understanding.
- Teamwork.
- Affable character.
- Integrity.
- Detail oriented.
- Responsible.
Knowledge:
- Knowledge of financial markets.
- Knowledge of a trading/dealing desk.
Strategic Business Deliverables:
Dealing:
- Timeous implementation of all trades at optimal price levels, for multiple funds/teams.
- Capturing of unit trust trades and switches.
- Build relationships with brokers and PMs.
Post trade:
- Booking of trades into Bloomberg to allocate to portfolios..
- Work with PM’s and fund operations in troubleshooting/query handling between trade and settlement.
Cash management:
- Work with PM’s and fund operations to ensure cash yield is optimized in all portfolios.
- Capturing call trades, overdraft management.
PM and Trading System:
- Optimize use of Bloomberg AIM, and in-house implementation sheets.
- Identify areas of improvement on systems and processes.
- Special projects for any asset management system related issues.
PM/Analyst Support:
- Liaise with brokers/relationship managers in arranging analyst meetings, roadshows etc.
Reporting:
- Reporting on brokerage allocations, rating of execution by various brokers in determining brokerage allocation.
Compliance:
- Maintain communications with compliance relating to possible breaches and the rectification of such.
General:
- Keep a pulse on markets and flag anything potentially important to PM’s/Analysts.
Qualifications:
- Relevant Bachelor''s Degree.
Experience And Computer Competency Requirements:
- 2-3 years in a similar environment.
- Working on trading /dealing desk.
- Portfolio and execution management systems / Bloomberg.
- Microsoft office.
Are you ready to dive into the world of finance and embark on a rewarding career journey? An esteemed financial services company is on the lookout for a talented Junior Dealer to join their dynamic team. The successful candidate will be responsible for effective multi-asset (equity, bond, FX, derivative) dealing.
Key Relations:
- Fund managers, fund operations, dealers, external brokers/banks.
Competencies And Personal Characteristics:
- Aptitude for figures.
- Work under pressure.
- Excellent time management skills.
- Attention to detail.
- Interpersonal understanding.
- Teamwork.
- Affable character.
- Integrity.
- Detail oriented.
- Responsible.
Knowledge:
- Knowledge of financial markets.
- Knowledge of a trading/dealing desk.
Strategic Business Deliverables:
Dealing:
- Timeous implementation of all trades at optimal price levels, for multiple funds/teams.
- Capturing of unit trust trades and switches.
- Build relationships with brokers and PMs.
Post trade:
- Booking of trades into Bloomberg to allocate to portfolios..
- Work with PM’s and fund operations in troubleshooting/query handling between trade and settlement.
Cash management:
- Work with PM’s and fund operations to ensure cash yield is optimized in all portfolios.
- Capturing call trades, overdraft management.
PM and Trading System:
- Optimize use of Bloomberg AIM, and in-house implementation sheets.
- Identify areas of improvement on systems and processes.
- Special projects for any asset management system related issues.
PM/Analyst Support:
- Liaise with brokers/relationship managers in arranging analyst meetings, roadshows etc.
Reporting:
- Reporting on brokerage allocations, rating of execution by various brokers in determining brokerage allocation.
Compliance:
- Maintain communications with compliance relating to possible breaches and the rectification of such.
General:
- Keep a pulse on markets and flag anything potentially important to PM’s/Analysts.
Qualifications:
- Relevant Bachelor''s Degree.
Experience And Computer Competency Requirements:
- 2-3 years in a similar environment.
- Working on trading /dealing desk.
- Portfolio and execution management systems / Bloomberg.
- Microsoft office.
