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