Trader/Analyst

An exciting opportunity has become available for a Trader/Analyst to join a dynamic investment team. The ideal candidate will be a highly skilled and detail-oriented professional, capable of handling large volumes of trades and providing essential trade and performance analysis across various asset classes. Key Responsibilities: Trade Execution : The successful candidate will be responsible for executing trades in equities, bonds, funds, and currencies , following the instructions from Portfolio Managers. Timely Implementation : They will ensure that trades are executed accurately and efficiently with various custodians and banks, both locally and globally. Post-Trade Monitoring : The individual will be required to monitor post-trade positions , verifying that trades have been executed as instructed and that client positions are aligned with expectations. Model Portfolio Management : A key responsibility will be to regularly review and update model portfolios , ensuring client portfolios are in line with their respective models. The analyst will also identify and address discrepancies in clients portfolios. Ad-hoc Analysis : The candidate will assist with performance analysis and fund analysis , supporting decision-making processes and ensuring portfolios are optimized. Trade Follow-up : They will actively follow up on the implementation of trades to confirm they are completed on time and according to the original instructions. Skills & Qualifications: Excel Expertise : Proficiency in Microsoft Excel is essential for performing trade calculations and analyses efficiently. Attention to Detail : The role demands a high level of accuracy, particularly when dealing with large quantities of trades and data. Asset Class Knowledge : Strong understanding and experience with equities, bonds, funds, and currency trading are required. Pressure Management : The ideal candidate must be able to perform well under pressure, handling multiple tasks and tight deadlines. Trade Execution Experience : Previous experience in executing trades with custodians and banks will be essential. Analytical Skills : The candidate must be comfortable conducting both performance and fund analysis on an ad-hoc basis. Desired Qualities: A proactive, self-motivated individual who thrives in a fast-paced environment and can contribute effectively to the investment team. A strong team player with the ability to collaborate with Portfolio Managers and other team members. Excellent problem-solving skills, with the ability to identify discrepancies and take appropriate action.

Location: Claremont, ZA

Posted Date: 1/9/2025