Amc Dealer

**Equirus** **Wealth Private Limited**

**About Equirus**
- Equirus is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Asset Management Services.We pride ourselves in being a trusted Investment bank servicing customer with the best results in advisory in their investments, best corporates for their growth & capital need and families in managing their wealth. Led by seasoned bankers, we work with the largest and the most reputed investors.-
**Position / Role Title**

**AMC - Dealer**
- This role reports to the CIO_

**Job description**

**Roles and Responsibilities**:

- Trade execution and monitoring based on model portfolio(s) using Order Management Systems:

- Place orders for Equities, Mutual Funds, Bonds etc. with empaneled brokers.
- Engagement with empaneled brokers/counterparty(ies) for trade execution.
- Reconciliation of daily trades placed.
- Preparation of daily cash MIS prior to trade placement and share with Portfolio Manager(s).
- Maintain MIS of client specific trade restrictions.
- Client Management (internal & external).
- Maintain sound relationship with empaneled brokers and counterparties.
- Regulatory Responsibilities &/OR Risk Management.
- Risk reporting, reverting to the operational risk and compliance teams to ensure all internal and external rules are complied with and any breaches are managed and rectified.

**Location(s)**
- Ahmedabad**Role Requirement (Qualifications)**
- Upto 5 years of experience as dealer in Asset Management Company, Broker/Dealer, PMS
- Able to work effectively under pressure, to tight deadlines with a high level of accuracy and attention to detail.
- Knowledge of **Wealth Spectrum OMS** or **MILES** software is a must.
- Experience of maintaining procedural documentation.
- Competent with MS Excel

**About the Job**:

- Salary:

- Negotiable

Company:

- Equirus Wealth Private Limited

Role:

- AMC Dealer

Category:

- Asset Management

**Location**:

- Ahmedabad, India, Asia

Employment Type:

- Full time