Equity Trader Resume Samples

An Equity Trader is a person who buys, holds, and sells various equity products at the stock exchanges. The products may include equity options, financial futures, preferred stocks, and stocks. Typical work activities associated to this role are listed on the Equity Trader Resume as – researching and identifying trading strategies and methods leading to better profits and income for the clients; increasing computer users to access data and generating reporting using software; evaluating financial risks and deciding on trading based on available data; ensuring all trading transactions are legitimate and comply with the government stipulations.

To be a successful Equity Trader, the following attributes are needed – a thorough knowledge about the stock market and trading practices; strong potential to judge and anticipate the risk levels; the ability to take fast and correct decisions. A formal degree is not a mandatory requirement, however, knowledge of trading is a strong requirement.

Equity Trader Resume example

Equity Trader Resume

Headline : As an Equity Trader, responsible for undertake transactions dealing with stocks in publicly traded companies that are listed on a stock exchange, and developing spreadsheets for tracking trading results and managing profit and loss, as well as knowledge of equities, derivatives, futures, and forex financial markets.

Skills : Computer Science, Finance, Economics.

Description :

  • Monitored Limit utilization and for ensuring accurate trade capture in line with applicable policies.
  • Responsible for the day-to-day monitoring &  trading of advisory SMA and UMA accounts.
  • Reviewed & processed trading to support new accounts, one time and periodic distribution requests, and model changes through preset guidelines.
  • Performed daily reconciliation and accounting in support of UMA business.
  • Participated on root cause problem solving and in team huddles.
  • Researched, resolved and tracked trade errors.
  • Operated within a strong team environment.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Certificate In Financial Analysis


Junior Equity Trader Resume

Objective : Over 2-3 years of experience as a Junior Trader for equity related products such as cash equities, futures, options, swaps and OTC products, Able to manage multiple tasks under pressure within a fast-paced environment and execute high volumes of trades in different regions and products simultaneously.

Skills : Bloomberg, World check , MS Office, Team Work.

Description :

    1. Reconciled positions and P&L with back-office systems, ADP, Brass, and Fidessa.
    2. Worked closely with Stock Loan to borrow securities on a daily basis.
    3. Reviewed & updated systems for Corporate Actions: dividends, forward/reverse stock splits, & reorganizations.
    4. Assisted Sales Traders by ensuring trades were allocated correctly.
    5. Supported Traders by performing risk analysis of positions and reviewing marks.
    6. Interfaced with Developers and Traders to coordinate new software releases.
    7. Improved risk reporting systems with a coordinated effort with the IT dept.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelor degree


Equity Trader Resume

Objective : As an Equity Trader partnered with Portfolio Manager and investment team to manage risk, and identifing investment opportunities and make trading decisions in response to market information and trading activity, responsible for developing best execution through demonstrable pre-trade and post-trade analysis.

Skills : Market Research & AMP, Finance, Portfolio Structuring Applications, Valuation Modeling, Security Trading & AMP.

Description :

  • Monitored and responded to incoming market information, economic announcements, and general trading activity to manage portfolio risk and identify investment opportunities.
  • Utilized analytical problem solving skills to troubleshoot trading systems, developed new trading tactics, and improve platform operations.
  • Used trading metrics and statistical data to identify areas to increase profitability and improve performance.
  • Developed strong relationships with specialty brokers and our prime broker.
  • Efficiently executed a broad array of strategies in financial sector equities, from global trading mandates to more focused mandates.
  • Developed and implementing trading strategies through the detailed analysis of attributes, included cost efficiency.
  • Conducted research and monitored news for fundamental and event driven opportunities.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Diploma

Equity Derivatives Trader Resume

Objective : As an Equity Derivatives Trader, responsible for profit by buying and selling derivative products, and checking markets, trading futures, pricing customer orders, handling correspondence on email, executing trades, and performing technical analysis.

Skills : Accounting, Banking, Communications, Derivatives, Marketing, Real Estate, Economics and Insurance.

Description :

  • Developed risk management resulting with 20% of increase in profits while Pacific Research&Trading.
  • Produced trading profits with cash invested year of equity derivatives trading.
  • Managed proprietary bond futures trading system with  portfolio values.
  • Assisted head trader with writing proprietary trading system using TradeStation EasyLanguage resulting in launch of successful hedge fund creating profits in one year.
  • Identified,analyzed trends using strong quantitative skills in order to make market profitable trades.
  • Responsible for recruiting over 15 traders all of which deposited capital with the firm.
  • Produced and implemented both long and short sale positions for daily strategy.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
BA In Liberal Studies

Equity Sales Traders Resume

Summary : Equity Sales Traders with 10 years of experience in representing institutional clients on equity marketplace, conducting research, providing trading ideas, identifying new marketplace trends, executing client orders, ensuring risk management, and providing expert analysis on market conditions.

Skills : Sales Trading, Teamwork, Business, Accounting.

Description :

    1. Responsible for directing trade orders to sponsors trading desks.
    2. Responsible for rebalancing existing accounts to appropriate models.
    3. Responsible for post trade review through Financial Tracking Technologies (FTT).
    4. Monitored for rogue securities and drift to keep accounts uniform.
    5. Assisted in implementing and maintaining UMA relationship with multiple programs.
    6. Assisted with calculations and tracking of soft dollar relationships.
    7. Assisted firm with data for RFP and RFI requests.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Accounting

Equity Trader Resume

Objective : Dynamic and competitive Equality Trader with sixteen years of experience in diverse fields including securities, pharmaceutical, and medical devices, and in analyzing market data, creating strategic sales plans, and delivering consistent revenue growth.

Skills : Trading, Microsoft Office, Financial Analysis, Results-Oriented, Attention to Detail.

Description :

  • Managed, traded domestic equities utilizing ARCA, Sigma-X, and Dark Pools.
  • Conducted evaluation of daily executions and performance.
  • Performed volatility, fundamental, and technical research analysis.
  • Disseminated market intelligence to customers relevant to positions.
  • Correlated with salesman in regard to customer requests.
  • Facilitated consumption reports to clients regarding DeMatteo Monness portal usage.
  • Conducted fundamental and technical research for various industry sectors.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
High School Diploma

Equity Securities Trader Resume

Objective : Equity Securities Trader with 5+ years of experience in buying and selling securities for companies and individuals, following up on leads, monitoring the stock market, predicting investment performance, executing trades, offering financial advice.

Skills : Financial Acumen, Forecasting, Decision Making, Attention to Detail, Computer Competences.

Description :

    1. Effectively interacted with securities traders, brokers and custodian banks to coordinate timely resolution of complex trade problems.
    2. Determined the cause of mis-matched trades between brokers and custodians and work with the appropriate party to bring the trade details into agreement.
    3. Coordinated cancel/re-books with traders.
    4. Ensured all issues necessary for successful settlement are resolved.
    5. Identified, researched and resolved faile trades.
    6. Established effective relationships with team members, portfolio managers, traders, brokers and custodians.
    7. Effectively interacted with securities traders, brokers and custodian banks to coordinate timely resolution of complex trade problems.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Finance

Equity Trader Resume

Objective : As a Trader, responsible for buying and selling stocks on behalf of investors, and researching trading trends, documenting their activity, purchasing and selling investment products, and maintaining relationships with industry participants.

Skills : Trading, Sales Trading, Portfolio Management, Sales Management.

Description :

  • Analyzed market and stocks and tracked stock fluctuations.
  • Read multiple press sources daily and stayed current on news and earning reports as it relates to prospective trades.
  • Created diversifie portfolio based on risk aversion, desired annual returns.
  • Performed daily scalps and swing trades to capture  profitable returns based on market volatility.
  • Utilized technical,fundamental analyses to establish trading positions.
  • Consistently outperformed S&P500 on portfolio returns over year.
  • Traded firm capital with in buying power utilizing news and other short and long strategies.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
High School Diploma

Equity Trader Resume

Objective : As an Equilty Trader, responsible for Providing friendly, responsing service to create an exceptional entertainment experience for our customers, verifying waivers, preparing all party areas, up selling caf items and party add-ons, keeping the party on their strict schedule, and cleaning party area to accommodate the next party.

Skills : MS Office, Budgeting, Financial Analysis, Internet Research, Management Experience, Business Operations, Training &, Development.

Description :

  • Greeted parties and assisted customers with waiver completion.
  • Prepared party guests for attractions they will be doing during the party.
  • Explained all needed rules and policies for the partyResponsible for setting up, cleaning up, and maintaining party tables.
  • Adhered to strict party timing schedule.
  • Helped serve food, beverages, and cake to party guests.
  • Ensured there is adequate space/seating for all party guests.
  • Ensured each party receives everything included in package or any special requests.
  • Provided an exceptional birthday experience to birthday guest of honor and all parents and guests.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelors

Equity Trader Resume

Summary : Results-driven, client-focused Equality Trader with 4+ years of experience in upper finance and brokerage firms, achieved success in capitalization through financial analysis, management, and brand development, a well-respected, trusted member of management who upholds company esthetic to the highest degree and highly skilled and educated in phases of financial services.

Skills : Option Trading Strategies, Futures, Commodities, Sales.

Description :

    1. Educated regional high net worth advisors on JP Morgan mutual funds and stock reorganizations.
    2. Managed a team of three placing complex option and equity orders for JPM financial advisors.
    3. Reviewed time and sales on equities to ensure accurate executions on stock, mutual fund, and option orders.
    4. Consulted advisors and clients on effective tax strategies used for long term and short term capital investment gains & losses.
    5. Provided trade support by assisting private clients and senior financial advisors throughout the firm by placing 100 to 120 mutual funds, stock, and complex option orders a day.
    6. Researched accounts and subscribed corporate actions and corporate reorganization items.
    7. Traded domestic listed, NASDAQ, and International shares.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor Of Science In Finance