Equity Dealer Buy side
1 week ago
Function – Equity Dealer
Reporting to – Fund Manager
Qualification:
Graduation/Masters/ CA/ CFA
Experience: 3 to 5 years in AMC/PMS.
Location:
Mumbai
Roles & Responsibility:
- Complete control on initiation of trades via Wealth Spectrum system
- Basis the model portfolio making clients trades using Wealth Spectrum platform.
- Detailed rebalancing plan and execution in client's portfolio post changes in the Model portfolio
- Preparation of MIS
- Responding to client queries
- Anchor Investment, Private placement, IPO, Buy Back, Offer for sale etc. and Primary Market trades.
- Bank, Stock, and AUM reconciliation.
- Trade Processing & Settlement in coordination with Custodian
Functional Competencies:
- Must have knowledge of order Management Systems such as Wealth Spectrum (Front Office & Back Office)
- Should be well versed with excel (Pivots/Advanced Formulae)
- Ability to co-ordinate with multiple entities such as Brokers/Back Office/Fund Manager
- Problem Solving, Eye for details, good interpersonal skills.
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