Junior Dealer | Claremont
Key Relations:
- Fund managers, fund operations, dealers, external brokers/banks.
- Aptitude for figures.
- Work under pressure.
- Excellent time management skills.
- Attention to detail.
- Interpersonal understanding.
- Teamwork.
- Affable character.
- Integrity.
- Detail oriented.
- Responsible.
- Knowledge of financial markets.
- Knowledge of a trading/dealing desk.
- 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.
- Booking of trades into Bloomberg to allocate to portfolios..
- Work with PM’s and fund operations in troubleshooting/query handling between trade and settlement.
- Work with PM’s and fund operations to ensure cash yield is optimized in all portfolios.
- Capturing call trades, overdraft management.
- 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.
- Liaise with brokers/relationship managers in arranging analyst meetings, roadshows etc.
- Reporting on brokerage allocations, rating of execution by various brokers in determining brokerage allocation.
- Maintain communications with compliance relating to possible breaches and the rectification of such.
- Keep a pulse on markets and flag anything potentially important to PM’s/Analysts.
- Relevant Bachelor's Degree.
- 2-3 years in a similar environment.
- Working on trading /dealing desk.
- Portfolio and execution management systems / Bloomberg.
- Microsoft office.