About the Role
The Equities Dealer is responsible for execution, management and optimisation of equity trading activity across client portfolios, supporting investment outcomes through market insight, liquidity intelligence, trade idea generation and continuous process improvement.
The role contributes to business development and revenue generation by delivering transaction revenues in line with budget expectations, engaging in the development of investment ideas and providing timely market colour, flow insights and actionable trade ideas that reflect prevailing market conditions and client positioning.
The Equities Dealer builds and maintains relationships with advisers, model managers and sell‐side counterparties, collaborates with internal and external investment teams on portfolio construction and idea generation, and provides high‐quality support while ensuring efficient execution services, compliance with all internal and regulatory requirements, accurate record‐keeping, and contribution to platform development and training initiatives.
Key Responsibilities
1. Trade Execution & Order Management
* Execute domestic and international equities, derivatives and FX across markets, ensuring timely, accurate delivery aligned to best execution standards
* Manage order flow, liquidity and risk, including day‐to‐day order book responsibilities and rotating global coverage
2. Business Development & Client Engagement
* Provide market insights, trade ideas and timely commentary to support client outcomes and revenue generation
* Build and maintain relationships with advisers, model managers and broker counterparties, and support client engagement activities
3. Research & Market Insights
* Develop and communicate actionable research, analytics and market commentary, including investment ideas and performance insights
* Contribute to investment materials, client communications and broader strategy discussions
4. Operational Support & Platform Development
* Deliver high‐quality execution support, maintain accurate records and support internal and external stakeholders
* Collaborate across distribution, product and technology teams, including training and platform initiatives
5. Risk, Compliance & Continuous Improvement
* Ensure all activity adheres to regulatory and internal requirements, with strong controls and governance standards
* Drive process improvements to enhance efficiency and client outcomes, and contribute to investment communications and reporting
Qualifications
* Bachelor's degree in finance, Economics, or a related field (required).
* Postgraduate qualification (Master's, CFA, or equivalent) (strongly preferred).
* RG146 (or willingness to obtain).
Required Experience
* Approximately 5–8 years of relevant investment experience
* Experience in equity markets, trade execution, and client engagement.
* Strong competency with tools such as IRESS, Bloomberg, Broadridge or similar investment analytics trading and OMS platforms.
Required Skills & Attributes
1. Attention to Detail & Accuracy
* Maintains high accuracy across trade execution and post‐trade processes, identifying discrepancies proactively
* Ensures strong oversight of market data, corporate actions and compliance requirements
2. Communication Skills
* Communicates market updates, trade activity and outcomes clearly and confidently to clients and stakeholders
3. Performance & Personal Attributes
* Operates effectively in fast‐paced environments, demonstrating sound judgement under pressure
* Collaborative, self‐directed and detail‐oriented, with a strong commitment to quality
* Demonstrates intellectual curiosity, a passion for markets, and high levels of integrity, accountability and resilience
Kindly note that Australian full work rights are required for this application.
#J-18808-Ljbffr