PORTFOLIO TRADER at Competent Candidates

About the position

An established company within the financial sector is seeking to hire a highly skilled and experienced Portfolio Trader to join their team. This is an excellent opportunity for an professional with strong numerical skills and trading experience to grow their career within a reputable organisation. Your:

Education:

• Bachelor’s degree in Finance, Economics, Investments, or related field (CFA or FRM advantageous).

Experience:

• Minimum 5 years of trading experience within financial markets.

Knowledge:

• Strong knowledge of equity markets, fixed income, FX, and derivatives.
• FSCA regulatory knowledge and relevant trading licenses preferred.

will enable you to:

Responsibilities:

• Work closely with portfolio managers and financial advisors to understand client mandates, ensuring trades align with each client’s investment objectives and restrictions.
• Implement tactical asset allocation decisions and rebalancing activities as directed by the investment committee.
• Execute trades across JSE and global markets in equities, bonds, currencies, commodities, and derivatives.
• Monitor market trends, economic indicators, and news that impact investment portfolios.
• Maintain and manage trading systems, ensuring compliance with all relevant regulations (FSCA, JSE, SARB).
• Work closely with portfolio managers, analysts, and risk teams to implement investment strategies.
• Prepare daily, weekly, and monthly trading reports for management and clients.
• Monitor liquidity, pricing, and settlement processes to minimize operational risk.
• Develop and maintain strong relationships with brokers, banks, and counterparties.
• Ensure adherence to internal risk limits, compliance standards, and investment mandates.
• Provide input into investment strategy through market insights and trade ideas.
• Advise and manage execution only clients for financial advisors
• Advise clients on investment opportunities, portfolio strategies, and market trends.
• Develop and maintain strong client relationships, ensuring trust and confidence in financial advice.
• Monitor client portfolios, provide performance updates, and recommend rebalancing when required.
• Stay up to date with FSCA and JSE regulations, ensuring all client transactions are compliant.

Technology:

• Advanced Excel skills
• Above-average MS Powerpoint and Word skills
• IRESS
• FactSet
• OPUS (DMA)

Desired Skills:

• PORTFOLIO
• TRADER
• ANALYTICAL