Equity Dealer Resume
Objective : As an Equity Dealer, researchs the companies producing these investments and make recommendations to their clients, which can consist of individuals, money managers, pension funds, government agencies, or corporations.
Skills : Financial Market Knowledge, Analytical Skills.
Description :
- Promoted, communicated, and trained dealers on the full suite of edmunds products.
- Provided meticulous and detailed documentation for all activities in Salesforce.
- Consistently met and even exceeded goals and objectives while fostering a standard of excellence within the team.
- Gathered and analyzed sector information and communicated relevant information to traders, analysts, and portfolio managers.
- Maintained an up-to-date knowledge of market structure and regulatory issues in markets.
- Built and maintained strong internal relationships with portfolio managers, analysts, and trading team colleagues.
- Developed, maintained, and managed productive external relationships with a broad set of broker-dealers and buy-side counterparts.
Experience
0-2 Years
Level
Entry Level
Education
Bachelor's Degree in Economics
Equity Dealer Resume
Summary : As an Equity Dealer, works with individuals or companies to assess financial opportunities, analyze risks, and develop trading strategies, responsible for finding the best prices for their clients to help them make a profit.
Skills : Trading Platforms, Risk Management.
Description :
- Leveraged technology to promote workflow efficiency and partnered with Global Technology to identify areas for improvement.
- Conducted trading activities in compliance with all applicable guidelines and regulations.
- Monitored and analyzed the condition of the stock market to prepare profitable financial information.
- Examined a company's financial reports, including balance sheets and cash flow statements.
- Made investments that align with the financial position of the organization.
- Took into consideration the company's assets against its liabilities before making investments.
- Bought and sold shares and securities by employing short-term trading models.
Experience
10+ Years
Level
Senior
Education
Bachelor's Degree in Finance
Equity Dealer Resume
Summary : As an Equity Dealer, responsible for helping their clients improve their financial portfolios by buying and selling market shares. Working involves forming business relationships with all the companies and the clients to ensure they are satisfied with the services and are on the right investment path.
Skills : Customer Service, Decision-Making.
Description :
- Established effective trading strategies that result in more income and profits for clients.
- Ensured that trading transactions comply with the government laws and policies.
- Designed market intelligence reports for the trading team to ensure profitable returns.
- Employed intelligent digital applications to examine data and create accurate market reports.
- Used data to assess financial risks and make trading decisions based on that.
- Liaised with portfolio and fund accounting teams to ensure timely trade processing.
- Updated data sheets, performance valuation, and liquidity reports regularly.
Experience
7-10 Years
Level
Management
Education
Bachelor's Degree in Finance
Equity Dealer Resume
Summary : As an Equity Dealer, responsible for developing various customized trading strategies that can offer better profits the traditional strategies. Also developing strategies for their clients depending on their time horizon and capital.
Skills : Regulatory Compliance, Communication.
Description :
- Communicated with intermediaries and brokers to solve discrepancies in trades.
- Responsible for identifying customer needs, assessing their risk appetite, and providing them with investment options.
- Provided regular updates to the clients regarding the market changes and subsequent changes to the portfolio.
- Executed buy and sell orders in the stock market.
- Monitored market trends to provide timely investment advice to clients.
- Managed and reviewed clients’ investment portfolios.
- Ensured compliance with market regulations.
Experience
7-10 Years
Level
Consultant
Education
Bachelor's Degree in Business
Equity Dealer Resume
Objective : As an Equity Dealer, responsible for buying and selling stocks, bonds, commodities, or other financial instruments. Working on the floor of an exchange, in a brokerage firms trading room, or remotely via computer terminals.
Skills : Stress Management, Attention to Detail.
Description :
- Maintained records of all transactions and interactions.
- Bought and sold stocks, commodities, and currencies.
- Used quantitative research strategies.
- Discussed financial goals with clients.
- Reviewed portfolios to ensure they remain compliant.
- Assessed trading algorithms for accuracy.
- Maintained strong relationships with clients.
Experience
2-5 Years
Level
Executive
Education
Bachelor's Degree in Business
Equity Dealer Resume
Objective : As an Equity Dealer, responsible for monitoring and reviewing the transactions to verify their accuracy and ensure that they are in conformance with the rules and regulations of the governing organizations.
Skills : Teamworking ability, Numerical skills.
Description :
- Staying informed about market trends.
- Developed daily profit-and-loss statements.
- Advised investors to help them make smart financial decisions.
- Involved in buying and selling securities involving properties or other short-term automated trading models.
- Researched and identified trading strategies and methods leading to greater profit and income for clients.
- Recommended ideas crucial for improving mathematical theories and postulating new ones.
- Increased computer usage to access data and generate reports using spreadsheet software.
Experience
0-2 Years
Level
Junior
Education
Bachelor's Degree in Business
Equity Dealer Resume
Summary : As an Equity Dealer, responsible and accountable for predicting future market trends and identifying new trading opportunities to ensure growth and profitability.
Skills : Fundamental analysis, Adaptability.
Description :
- Evaluated financial risks and decided on the important daily tasks of an Equity Trader based on available data.
- Attained thorough knowledge of stock market terms and trading practices.
- Ensured all trading transactions were legitimate and complied with government laws and policies to avoid lawsuits and other penalties.
- Wrote reports on trading activity, market conditions, or company trends and performed research to identify new investment opportunities.
- Monitored market fluctuations and communicated with other traders about potential opportunities or risks.
- Generated buy and sell orders based on trading strategies developed by the broker or bank where they work.
- Monitored securities prices on computer screens that display real-time information about prices and trading volume.
Experience
7-10 Years
Level
Management
Education
Bachelor's Degree in Business
Equity Dealer Resume
Objective : As an Equity Dealer, applies financial expertise and securities exchange knowledge to invest in stocks, preferred stocks, and other equity-related products on financial markets. Works under the leadership of a senior trader and focuses on one sector or country.
Skills : Financial markets, Technical.
Description :
- Traded stocks and other assets based on client orders or their own analysis of market trends.
- Communicated with clients to provide information about their accounts or to help them make trading decisions.
- Participated in high-level meetings with clients to discuss investment strategies and goals.
- Negotiated with banks or other financial institutions regarding interest rates on loans secured by stocks or other assets.
- Calculated gains and losses in accordance with federal securities laws.
- Executed trades promptly and accurately, welcoming new clients with investment and trading objectives, and strictly adhering to regulatory guidelines.
- Provided expert equity advisory services, showcasing a profound understanding of ever-evolving market trends.
Experience
0-2 Years
Level
Junior
Education
Bachelor's Degree In Economics
Equity Dealer Resume
Objective : As an Equity Dealer, responsible for monitoring market movement, timely communication with clients and updating them on trading positions, building strong relationships with clients and providing solutions to queries, and advising clients based on research reports.
Skills : Risk management, Series 55 license.
Description :
- Developed and implemented strategies that go beyond merely meeting sales targets, and optimizing the product mix for unparalleled revenue growth.
- Cultivated enduring relationships with clients, honing in on a deep understanding of their unique financial goals.
- Embraced a customer-centric mindset, tailoring services to seamlessly align with evolving client preferences.
- Delivered a comprehensive financial experience, offering a diverse range of services that cater to various client goals.
- Participated in system development projects, UAT, and implementation.
- Assisted in compiling manuals, guidelines, and product information.
- Supported account opening, and provided professional customer services to communicate with clients via telephone, email, online platforms, and face-to-face.
Experience
2-5 Years
Level
Executive
Education
Bachelor's Degree in Business
Equity Dealer Resume
Summary : As an Equity Dealer, guided clients with regard to their Investments in Equity and Derivatives Market, and placed orders on their behalf. Building relationships with the client and educating them about Investments.
Skills : Fundamental analysis, Relationship management.
Description :
- Collaborated with internal departments to deliver quality service of company standard.
- Responsible for activation of trading accounts of clients, assisting new entrants in the equity market to understand the dynamics of the market.
- Responsible for generating brokerage primarily through advising clients on their portfolios.
- Responsible for acquiring new clients from the market.
- Developed and maintained a long-term relationship with customers and maintained a high level of retention of client base.
- Focused on generating new business and building client networks.
- Maintained a high level of compliance as per company norms.
Experience
7-10 Years
Level
Management
Education
Bachelor's Degree in Business
