Head, Institutional Sales and Trading at Alan & Grant

Job Objective(s)

• The Position Holder is responsible for leading the sales and trading teams on proprietary trading, brokerage services, individual and institutional client management for both the equities and fixed income desks.

Key Responsibilities

• Use network and experience to support and increase deal flow.
• Execute client instructions in respect to either buying or selling securities and oversight on other traders ‘execution
• Oversight duties and management of the firm’s proprietary trading books
• Oversee and build model portfolios, including proprietary models, and regularly develop investment strategies based on capital market expectations as well as current trends/themes.
• Development and review of business development proposals for both current and prospective customers, in alliance with the marketing and business development department. The Position Holder is also responsible for ensuring sales pitches and investment advisory & timely information, in general, are up to the best industry standards and sent to clients in a timely and professional manner
• Preparing and making regular presentations on the economy, industry trends, portfolio performance and market outlook to Management, Investment Management Committee, institutional clients etc.
• Oversees and reviews thorough research into fixed-income and equities investment activities and produces useful reports for both investment activities and investment advisory services. The Position Holder is also responsible for assisting with packaging economic and stock research for dissemination via Bloomberg and other portals.
• Constant reviewing of the asset allocation of mutual funds which have fixed-income securities’ components to ensure compliance with the trust deeds. The Position Holder is also responsible for tracking portfolio performance & monitoring of implemented strategies.
• Responsible for implementation performance benchmarks for respective trading portfolio, and monitoring same on a regular basis.
•  Provides advice, guidance, and assistance to less experienced colleagues as required.

Requirements

• Bachelor's Degree from accredited university.
• Relevant professional qualification (e.g. Chartered Institute of Stockbrokers)
• Minimum of 5 years cognate experience
• Knowledge of Customer Industry Knowledge
• Knowledge of Capital Expenditure and Investment
• Knowledge of Business Valuation
• Research skill
• Knowledge of Securities and Derivatives Trading
• Analytical Thinking  
• Possesses Customer Service Orientation
• Entrepreneurship
• Flexible.