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Equity Dealer Buy side

1 month ago

india Aptita Full time

Position - Assistant Manager / Deputy Manager - Dealer


  • 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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