Equities Dealer Job Description Template
Our company is looking for a Equities Dealer to join our team.
Responsibilities:
- Maintain front-office trade data and documentation;
- Provide necessary requirements for the setting up and maintenance of relationships with the firm’s counterparties and brokers;
- Assist in the maintenance of updated portfolio reports;
- Liaise with and assist back office on needed inputs and settlement issues;
- Monitor fixed income / equity and cash positions in the accounts on a daily basis and ensure they adhere to portfolio targets;
- Provide input to the fund managers on the implementability of portfolio strategy, particularly with regards to liquidity and market depth.
Requirements:
- Strong attention to detail with the ability to multitask and prioritize in a deadline-driven environment;
- MBA/CFA is a plus;
- Proficiency with Excel and trading systems (Bloomberg etc.);
- Relevant educational qualifications, preferably in university degree in economics, finance, business, accounting or similar courses;
- Ability to work under pressure;
- Previous exposure to the market/s assigned is desired;
- With 2 years or more investment experience in equities dealing (highly preferred);
- High Level of Integrity;
- Good interpersonal and communication skills, both written and verbal;
- Strong analytical ability with solid quantitative skills;
- Experience in asset management or related industry;
- Good understanding of the investment theories and underlying financial instruments.