01Responsibilities
- 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
