Buyside Equities Dealer

Momentum; Gauteng; On-site; ZAR 300,000 - 450,000; Full time

Job summary

A leading financial services group is seeking a Trading Support Specialist to assist in the execution of trades across various markets. Ideal candidates will hold a Bachelor's degree in Finance or a related field, have some exposure to trading and investment management, and possess advanced Excel skills. Responsibilities include managing trade activities, ensuring compliance with trading policies, and collaborating within a dynamic team to optimize trading outcomes.

Qualifications

• 0-2 years of experience in financial markets or trading support.
• Interest in completing JSE Registered Persons Exams is advantageous.
• Basic understanding of financial markets and instruments.

Responsibilities

• Collaborate with the Head to plan and implement trading frameworks.
• Assist in placing and monitoring trade orders across markets.
• Maintaining relationships with brokers and the investment team.

Skills

Analytical thinking

Attention to detail

Strong communication

Interpersonal skills

Education

Bachelor's degree in Finance, Economics, or Investment Management

Tools

Bloomberg

Advanced Excel

Job description

Through our client-facing brands Metropolitan and Momentum, along with Multiply (wellness and rewards programme), and other specialist brands such as Guardrisk and Eris Property Group, the group enables businesses and individuals from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them, and invest for the future.

We assist companies and organizations in caring for and rewarding their employees and members.

Using our own network of advisers, independent brokers, and new platforms, Momentum Group provides practical financial solutions for people, communities, and businesses. Disclaimer: As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

To support the execution of trades across equities, derivatives, and foreign exchange markets under the guidance of senior dealers, ensuring timely and accurate trade processing and contributing to the delivery of optimal outcomes for internal Asset Management and Multi-Management clients.

Requirements

• Bachelor's degree in Finance, Economics, Investment Management, or a related field.
• Progress toward or interest in completing JSE Registered Persons Exams (RPE) is advantageous.
• 0–2 years of experience in financial markets, trading support, or investment environment.
• Exposure to investment management systems and market data platforms (e.g., Bloomberg) is beneficial.
• Advanced Excel skills.
• Stakeholder relationship management.

Responsibilities

• Collaborate with the Head to plan, implement, and take joint accountability for best-practice trading frameworks at Momentum Investments.
• Manage all dealing activities within the equity, FX, and derivatives portfolios.
• Assist in placing and monitoring trade orders across various markets.
• Ensure trade instructions are accurately communicated and reconciled.
• Maintain relationships with brokers and the investment team.
• Extract market information discreetly and stay updated on industry trends.
• Adhere to trading policies, legal, and regulatory requirements.
• Support documentation and record-keeping for audits and compliance.
• Share insights and updates with team members.
• Review orders for accuracy and compliance.
• Monitor market developments and prepare daily summaries and market commentary.
• Source best pricing for derivatives and fixed income instruments, ensuring accurate execution and settlement.
• Manage business risks and ensure cost efficiency.
• Build and maintain relationships with internal teams and external providers.
• Provide professional dealing services with timely and best execution.
• Communicate effectively with stakeholders.
• Contribute to team knowledge sharing and professional development.
• Behave ethically, respecting colleagues and service providers.

Competencies

• Analytical thinking and attention to detail.
• Strong communication and interpersonal skills.
• Integrity and ethical conduct.
• Ability to work under pressure and meet deadlines.
• Team collaboration and willingness to learn.
• Basic understanding of financial markets and instruments.
• Knowledge of regulations, legislation, and operational frameworks.