Associate Equity Dealer | Newlands

• Interact with Portfolio Managers, confirming instructions

• Have an up-to-date knowledge of market news and moves
• Interact with Brokers continuously to carry out trade

• Ensure best execution by minimizing slippage & transaction

• Trade international markets - outside SA hours
• Ensure compliance with internal trading limits and risk

• Liaise with back/middle-office and Prime brokers to ensure

• 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

• Evaluate portfolio performance using quantitative metrics such

• Assist in building risk models to measure and mitigate market,

• Coding using VBA, R or Python advantageous

• Generate reports on investment performance, attribution, and

• Provide insights on portfolio returns relative to benchmarks.
• Develop dashboards and visualization tools for stakeholders.

• Explore cloud computing and AI tools to enhance data

• Automate data processing tasks

• Relevant graduate and postgraduate qualification
• Registered Persons Exams
• JSE Equity Trader exams
• CFA Level 1 an advantage

• 2-5 years institutional buy or sell side trading (preferably in

• Trading administration experience an advantage

• 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

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