Associate Equity Dealer | Newlands
The Recruitment Council Newlands
Trading
Interact with Portfolio Managers, confirming instructions
throughout the session
Have an up-to-date knowledge of market news and moves
Interact with Brokers continuously to carry out trade
instructions
Ensure best execution by minimizing slippage & transaction
costs
Trade international markets - outside SA hours
Ensure compliance with internal trading limits and risk
controls.
Trading admin
Liaise with back/middle-office and Prime brokers to ensure
timely trade settlement
Send out end of day trade report and save open orders with
Send portfolio SSIs to brokers for the opening of accounts
Ensure brokerage rates are kept updated on NX Manager
Assist PM with miscellaneous requests
Maintain brokerage paid excel sheet
Send stock recall emails to stock lenders
Ensure compliance with PA trading and Insider Trading
as Sharpe ratio, VaR, and tracking error.
Assist in building risk models to measure and mitigate market, credit, and liquidity risks
Coding using VBA, R or Python advantageous
Performance Reporting & Attribution
Generate reports on investment performance, attribution, and
style analysis.
Provide insights on portfolio returns relative to benchmarks.
Develop dashboards and visualization tools for stakeholders.
Technology & Automation
Explore cloud computing and AI tools to enhance data
analysis capabilities.
Registered Persons Exams
JSE Equity Trader exams
Team player
Professionalism
Attention to detail
Willingness to learn and/or ask questions
Ability to act confidently in all interactions
Strong ethics and awareness of fiduciary duties
Quick decision maker, albeit in a considered manner
Familiarity with Bloomberg and some MS Excel ability
Interact with Portfolio Managers, confirming instructions
throughout the session
Have an up-to-date knowledge of market news and moves
Interact with Brokers continuously to carry out trade
instructions
Ensure best execution by minimizing slippage & transaction
costs
Trade international markets - outside SA hours
Ensure compliance with internal trading limits and risk
controls.
Trading admin
Liaise with back/middle-office and Prime brokers to ensure
timely trade settlement
Send out end of day trade report and save open orders with
PM instructions
Other adminSend portfolio SSIs to brokers for the opening of accounts
Ensure brokerage rates are kept updated on NX Manager
Assist PM with miscellaneous requests
Maintain brokerage paid excel sheet
Send stock recall emails to stock lenders
Ensure compliance with PA trading and Insider Trading
policies
20% Portfolio & Risk Analytics
Evaluate portfolio performance using quantitative metrics suchas Sharpe ratio, VaR, and tracking error.
Assist in building risk models to measure and mitigate market, credit, and liquidity risks
Coding using VBA, R or Python advantageous
Performance Reporting & Attribution
Generate reports on investment performance, attribution, and
style analysis.
Provide insights on portfolio returns relative to benchmarks.
Develop dashboards and visualization tools for stakeholders.
Technology & Automation
Explore cloud computing and AI tools to enhance data
analysis capabilities.
Automate data processing tasks
Education
Relevant graduate and postgraduate qualificationRegistered Persons Exams
JSE Equity Trader exams
CFA Level 1 an advantage
Experience- 5 years institutional buy or sell side trading (preferably in
Trading administration experience an advantage
Knowledge and skills
AnalyticalTeam player
Professionalism
Attention to detail
Willingness to learn and/or ask questions
Ability to act confidently in all interactions
Strong ethics and awareness of fiduciary duties
Quick decision maker, albeit in a considered manner
Familiarity with Bloomberg and some MS Excel ability
Good understanding of the investment process
LMP RECRUITNewlands
Our Client is URGENTLY looking for an additonal Incumbent to join there dynamic team to start preferably by May2025 .
Minimum Requirements :
• A Diploma or Degree in Accounting (essential).
• Experience in drafting Annual Financial Statements using...
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