An Assistant Trader works closely with a certified Trader and learns how to sell financial products on behalf of the clients, and provides general assistance to the professional Trader. The job description entails running errands, and fulfilling the duties mentioned on the Assistant Trader Resume – helping in setting the targets, suggesting measures to achieve the set targets, helping in developing promotional strategies, explaining the details of the products and services to salesmen, performing the research and analysis of the current market trends; evaluating the price of various stocks, researching the client’s financial background, investment history and preferences, credit reports and other details; and suggesting clients sell the stocks based on price fluctuation.
Those seeking to flourish in this career should be able to denote on the resume the following skills – an updated knowledge of latest market trends and the financial products, strong knowledge of mathematics, statistics, and econometrics, the ability to manage multiple accounts of clients; and the ability to take right decisions under stressful environment. The exact qualifications vary based on the type of organization, however, possessing a degree in the finance-related course will be preferred.
Summary : Assistant Trader with 15 years of strategic planning, sales and operational experience. Thorough knowledge of Biotech and Pharmaceutical industry procedures. Adept in assembling and supervising teams and increasing profitability. Proven track record of developing and maintaining customer relationships in volatile markets.
Responsible for all trade tickets (set ups, break downs).
Responded to daily trade problems, inquiries and follow through.
Maintained all broker delivery instructions and handled heavy phones.
Supported the money market trader, the bond trader and the international FX trader.
Processed spreadsheets on Quattro-Pro for trade tickets to accommodate back office needs.
Responsible for the task of verifying transactions and maintaining all performance records.
Reconciled the custodian bank cash on a daily basis, balanced a cash book and posted miscellaneous entries to Shaw Data services after researching for accuracy.
Experience
10+ Years
Level
Senior
Education
AA In General Education
Assistant Trader Resume
Headline : To secure a Assistant Trader position in the organization that offers challenge and opportunity for my career development and at the same time serve the organization to the best of my capabilities. Like to gain new skills while utilizing my current area of expertise of procurement and employee satisfaction services with in a positive team environment.
Skills : Energy Derivatives, linear & non linear derivatives, crude oil trading, FX Trading, Natural gas trading, Hedging, OTC Markets, Futures market, Swap.
Description :
Assisted specialist traders in executing buy and sell orders for clients and reviewed the P&L for price or quantity discrepancies.
Prepared executed buy and sell reports for distribution to clients in a timely manner.
Reviewed trade reports for clients against the P&L for accuracy.
Assisted in communicating market conditions to clients and trading desk.
Supported and facilitated the entry of buy and sell orders for clients.
Posted balances and in-balances of equity stocks and informed trading desk of situation.
Supported Specialist Traders and trading desks in solving price and trade discrepancies.
Experience
5-7 Years
Level
Executive
Education
GED
Assistant Trader Resume
Objective : Seeking a Assistant Trader position with an outstanding career opportunity that will offer a rewarding work environment along with a winning team that will fully utilize management skills.
Skills : Microsoft Office, Phones, Email Marketing, Communications, Written Correspondence, Travel Coordination, Analytics, Scheduling.
Description :
Responsible for the management and oversight of trading desk functions and a staff of 300+ traders managing the execution of customer stock and option trade orders both on site and in remote locations.
Coordinated new account openings, due diligence, order processing, trade bookings and settlement functions.
Liaised with the company's clearing firm and compliance department in the completion of all trader registrations and trade investigations to ensure compliance with all company and industry regulations.
Provided day-to-day technical support to staff, back office, and IT department personnel, assisting with computer hardware and software maintenance, installation, and support.
Supported 25 branch locations through the operation and administration of ECN systems, monitoring all trade output (market, erroneous, and broken trades).
Compiled and processed all ECN billing and payment processing.
Assisted Specialist Traders in providing stock quotes to client, reviewed trading transactions and P&L Oversights.
Experience
2-5 Years
Level
Junior
Education
BS
Assistant Trader Resume
Objective : Assistant Trader with experience in accounting, trading, trade support/settlement, billing, corporate actions, reporting, and all aspects of operational functions. Graduated with a 3.6 GPA from New York State University system. Recognized for significant customer service and building company policies and procedures.
Skills : SAS, Excel, Managing Skills.
Description :
Executed all global trades in traditional and non-traditional investments for both individual accounts as well as all partnerships for Stanford Capital Management.
Placed trades to invest new accounts, raise cash for distributions, invest in additional funding, and liquidating terminating accounts via the Advent Moxy trading system.
Performed verification and settlement of trades with Contra Brokers and the Custodians.
Developed and Implemented new processes and procedures for trade settlements.
Conducted data analysis for Marketing and Senior Management.
Assisted portfolio managers in all aspects of portfolio management for over $2 billion in assets under management.
Directly assisted senior traders in maintaining options/stock positions.
Experience
2-5 Years
Level
Junior
Education
B.S. In Finance
Assistant Trader Resume
Objective : Hardworking, organized, Assistant Trader professional with a proven background delivering sensible business technology solutions on time and under budget while working as a team member or team leader.
Skills : MS Office, Multitasking, Operating Skills.
Description :
Monitored and processed trades via Advent Moxy trade order management system and custodian portals.
Trade settlement, pre/post-trade instructions, and communicated with prime brokers, counterparties, and other internal/external parties.
Produced reports from Axys or Moxy as necessary to support trading and portfolio management functions.
Opened new accounts and removed terminated accounts from Axys and Moxy systems.
Reviewed and responded to withdrawal notices from the Operations department and tracked distributions.
Created policies and procedures for the Trading department.
Entered numerical data into databases in a timely and accurate manner.
Experience
2-5 Years
Level
Executive
Education
Business Administration
Assistant Trader Resume
Objective : Relying on my tenure in the mortgage banking industry, over the last several years I have begun to transition professionally into the role of an Organizational Developer. Educational background has resulted in invalidated, applied knowledge through successful interventions and growth. Utilizing various I/O methods, yielding anticipated results, and achieving goals for both myself and the organization I am steadfast in my abilities and eager to be considered for the position.
Prepared commitments for new and expiring rate locks as a correspondent in wholesale and retail lending.
Managed all broker pipelines and commissions for reporting, tracking, and compensation.
Recovered over $30,000 in a three-month period from identifying tax discrepancies resulting in more direct involvement with the accounting department.
Worked various positions throughout my career at DLJ.
Started as a secretary and quickly worked my way up to working on the Nasdaq trading desk.
Co-managed over 130 positions in large market-maker account.
Experience
2-5 Years
Level
Executive
Education
BS In Project Management
Assistant Trader Resume
Objective : Assistant Trader with a focus on business and product development, partnerships, and bringing products to market. Extensive experience identifying new streams of revenue as a self-motivated entrepreneurial derivatives trader. Demonstrated success in leading cross-functional teams to create efficiencies in existing business lines and to deliver strategies for future expansion.
Supported trading and hedging with S&P 500 options group.
Placed hedging trades in S&P 500 futures trading pit.
Analyzed daily positions.
Maintained delta exposure fitted for the managers' risk/return criteria.
Prepared the options sheets with the theoretical options values using the company software.
Observed important deviations from the mean values, reported the discrepancies to the group managers aiding the group in generating trading ideas.
Hedged risk through the underlying stocks, and assisted in all aspects of trading positions.
Experience
2-5 Years
Level
Executive
Education
Business Administration
Assistant Trader Resume
Summary : Skilled Assistant Trader professional with 14+ years of experience executing investment strategies. Passion for financial markets, specializing in all aspects of technical analysis, trend analysis, inter-market analysis, sector rotation strategies, and equity options. Talent for gathering key data, analyzing key trends and patterns, and providing expert analysis of market conditions to aid in investment decisions for clients.
Skills : Microsoft Office, SQL, Linux, Bloomberg, Data Entry.
Description :
Provided direction to custodian banks for income transfer to cash management portfolios.
Prepared both an asset and cash statement reconciliation on a monthly basis as well as verified and reconciled client review reports which comprised the TCW client statement.
Learned to perform tasks on HXs suite of licensed demand-side platforms (DSPs).
Supported the successful execution of programmatic media plans under the supervision of senior traders.
Created performance reports and budget-pacing documents.
Assured quality of new campaigns before and after launch.
Learned about programmatic strategy, ad operations, and client service.
Experience
10+ Years
Level
Senior
Education
Bachelor Of Arts In Business
Assistant Trader Resume
Objective : Assistant Trader professional with a solid understanding of banking, accounting, and administrative sectors; who effectively identifies and resolves complex business issues.
Skills : Microsoft Excel, VBA, Bloomberg, Python, R.
Description :
Collaborated with Horizons technology partners to optimize and troubleshoot campaigns.
Participated in group brainstorming sessions with the intention of bringing great ideas to life.
Experienced working with large data sets and complex digital user interfaces.
Experienced in a highly collaborative work environment.
Assisted traders with pre-trade checks including confirmation of our derivative positions, current cash balances, and available settlement locations.
Monitored existing positions and coordinate execution with traders and portfolio managers.
Performed post-trade functions including confirmation and providing allocations to brokers both manually and through electronic platforms.
Experience
0-2 Years
Level
Entry Level
Education
Bachelor Of Science
Assistant Trader Resume
Objective : Highly motivated and energetic person with significant experience in Customer Service, relationship building, and holistic mind-body practices. Seeking a position with an organization able to offer excellent career growth opportunities. Additional attributes include A quick learner with the ability to work within fast-paced environments and manage timelines to achieve results quickly and effectively. Personable and mature team player with a positive attitude and excellent computer, organizational, interpersonal, and communication skills.
Skills : Energy Derivatives, Linear & Nonlinear derivatives.
Description :
Worked with our custodians to ensure settlement of trades and communicate with our counterparties to resolve any discrepancies.
Monitored FX matching and netting. Ensure timely settlement to reduce the risk of interest claims.
Confirmed and cleared eligible IRS, CDS, and NDF positions.
Assisted the trading desk in onboarding new counterparties, markets, or trading systems.
Tracked currency hedges or trading needs of other EV departments.
Monitored corporate actions and provide color to portfolio managers to assist in making election decisions.
Assisted with reporting under Dodd-Frank and EMIR, as well as confirm compliance with local market regulations.
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