Equity Dealer - BFSI

Qualification:

CA / ICWA, CFA, MBA Finance [Full time]

- 4-7 years of experience in dealing departments of mutual funds/banks/ primary dealers/ broking firms/ trading houses

- Technical Skills: Advanced proficiency in excel

- Proficiency in Cognigys, Bloomberg software etc.

- Knowledge of equity market

- Behavioral Skills: Self Learner, Negotiation skills, Co-ordination skills, Relationship management skills, Decisiveness, Analytical skills, Market awareness, Execution capability"

Responsibilities:

- Work closely with the CIO/Fund Manager and assist him/her in executing trades such as Buy/Sell, Derivatives, Corporate actions etc.

- Interact with brokers and other market players in the Equity market on a continuous basis

- Facilitate process of investment decisions by gathering market info through interactions with brokers, market intermediaries, etc.

- Monitor adherence to investment restrictions defined by PFRDA and NPS trust and alert FM in case of breach relating to Broker business.

- Managing business risk, having internal controls, ensuring compliance, audit, book keeping, record maintenance, etc.

- Completion of KYC requirement of Schemes with SHCIL, Brokers and other outside agencies.

- Broker empanelment and Broker grading based on his experience in Dealing and recommendations.

- Monitoring of prescribed limits

- Preparation of MIS for internal and external use

- Making periodic presentation to the Investment Committee / Board on the performance of the schemes "