Associate Equity Dealer | 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 PM instructions Other admin 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 policies 20% Portfolio & Risk Analytics Evaluate portfolio performance using quantitative metrics such 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. Automate data processing tasks Education Relevant graduate and postgraduate qualification Registered Persons Exams JSE Equity Trader exams CFA Level 1 an advantage Experience 2-5 years institutional buy or sell side trading (preferably in equities/derivatives) Trading administration experience an advantage Knowledge and skills Analytical 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 Good understanding of the investment process

Location: newlands, Western Cape, ZA

Posted Date: 7/3/2025