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Equirus Wealth Private Limited

About EquirusEquirus is a leading mid‐market investment bank with solid practices around M&A;, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Asset Management Services.

We pride ourselves in being a trusted Investment bank servicing customer with the best results in advisory in their investments, best corporates for their growth & capital need and families in managing their wealth. Led by seasoned bankers, we work with the largest and the most reputed investors.

For more details you can visit us at www.equirus.com

Position / Role Title

AMC - DealerThis role reports to the CIOJob description

Roles and Responsibilities:

- Trade execution and monitoring based on model portfolio(s) using Order Management Systems :- Place orders for Equities, Mutual Funds, Bonds etc. with empaneled brokers.

- Engagement with empaneled brokers/counterparty(ies) for trade execution.

- Reconciliation of daily trades placed.





- Preparation of daily cash MIS prior to trade placement and share with Portfolio Manager(s).

- Maintain MIS of client specific trade restrictions.

- Client Management (internal & external).

- Maintain sound relationship with empaneled brokers and counterparties.

- Regulatory Responsibilities &/OR Risk Management.

- Risk reporting, reverting to the operational risk and compliance teams to ensure all internal and external rules are complied with and any breaches are managed and rectified.

Location(s)AhmedabadRole Requirement (Qualifications)

- Upto 5 years of experience as dealer in Asset Management Company, Broker/Dealer, PMS
- Able to work effectively under pressure, to tight deadlines with a high level of accuracy and attention to detail.
- Knowledge of Wealth Spectrum OMS or MILES software is a must.
- Experience of maintaining procedural documentation.
- Competent with MS Excel

📌 AMC Dealer (Ahmedabad)
🏢 Equirus wealth
📍 Ahmedabad