Trading Assistant Resume Sample
Carmelo Rath
4919 Daren Meadow,
Detroit,
MI
+1 (555) 489 5328
Work Experience
FX E-commerce Trading Assistant Associate
03/2017
-
PRESENT
Houston, TX
- Assist Traders to collaborate with Sales team to develop hedging solutions for the Bank’s customers,
- Central point of Contact: Internal: Conduit to Finance/Sales/Supply Chain/Contracting/Trading Teams. Work to resolve issues to optimize performance of the various functions in GEOS. External: Assist in reconciling 3rd party contracts
- Update economic events in events scheduler
- Support a number of different businesses throughout the investment bank-Handle all aspects of operational support of trades executed by sales and trading from inception/execution to settlement, client queries, confirmations, collateral, credit, audit and revenue review
- Responsible for monitoring incoming orders
- Tracks and verifies trades, checking accuracy of daily processed trades vs. traders’ slate
- Maintains and updates the firm’s databases
- Ensuring trader’s positions and risk are accurate throughout the day, as well as final end of day review
- General knowledge of Fixed Income markets via 1-2 years of job experience
Trading Assistant
09/2013
-
12/2016
New York, NY
- Demonstrated quantitative aptitude
- Understanding of basic financial concepts through coursework or job experience
- Long and flexible hours dependent on liquidity of relevant markets
- Screen incoming calls from brokers, disseminating market and trading information as appropriate to Traders
- The management of the desk’s positions and events on trades
- Generate weekly, monthly, quarterly trade reporting and analysis to understand customer’s needs across different markets & identify opportunities for growth
- Previous digital or trading experience in related area
- Accuracy, great attention to detail
Trading Assistant
10/2008
-
07/2013
Dallas, TX
- And preferably already have their Series 7 & 63 registrations
- Multitask accurately under tight time constraints in a high-pressure environment
- Set up & maintain organised filing system.Make effective use of all systems available.Collate & prepare relevant information for meetings.Undertake ad hoc analysis as required
- Sales reporting and analysis.Apply commercial judgement & consider current trading patterns in decision making & manipulate allocation parameters accordingly
- Set up & maintain organised filing system
- Make effective use of all systems available
- Collate & prepare relevant information for meetings
- Undertake ad hoc analysis as required
- High level of efficiency and ability to multi-task under pressure
Education
University of Phoenix - Las Vegas Campus
2002 - 2007
Bachelor's Degree in Business
Professional Skills
- Good communication and influencing skills and ability to build strong relationships with colleagues
- International environment requiring strong communication skills, close collaboration, teamwork and cross-culture awareness
- Solid operational skills with strong attention to details and high operational accuracy
- Strong organizational, communication, and interpersonal skills desired
- Strong Numerical and methodological skills
- Strong interpersonal skills with the ability to communicate and consult at all levels
- Computing skills: Excel VBA
How to write Trading Assistant Resume
Trading Assistant role is responsible for excel, interpersonal, modeling, languages, finance, retail, credit, securities, training, database.
To write great resume for trading assistant job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Trading Assistant Resume
The section contact information is important in your trading assistant resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Trading Assistant Resume
The section work experience is an essential part of your trading assistant resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous trading assistant responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular trading assistant position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Trading Assistant resume experience can include:
- A keen interest in trading and an understanding of the commercial environment, with numerical skills to support this
- Perform job responsibilities effectively in a fast-paced, demanding environment
- Strong quantitative, analytical and organizational skill
- Effectively escalate issues to management when appropriate
- Experience of effective cross functional working
- Relevant industry experience with a strong quantitative background
Education on a Trading Assistant Resume
Make sure to make education a priority on your trading assistant resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your trading assistant experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Trading Assistant Resume
When listing skills on your trading assistant resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical trading assistant skills:
- Good marketing and negotiation skills
- Analytical, good numerical skills
- Strong oral, written and group facilitation skills
- Proven interpersonal and communications skills
- Experience working in retail trading or an strong understanding of how it functions
- Strong interest in Financial Markets with a good understanding of options trading and pricing
List of Typical Experience For a Trading Assistant Resume
1
Experience For Online Trading Assistant Resume
- Communicate effectively with PMs and Analysts
- Work experience in a trading-related field or equivalent is preferable
- Ensure all data is accurate and as rich as possible to give the customer an informed shopping experience
- Experience with Foreign Exchange risk management systems
- Financial services industry experience required (in PCG or Business Support areas or similar)
- Strong background in SAP
- Experience in both internal and external customer service/relations
2
Experience For Feedgrain Trading Assistant Resume
- Feedback from customers on their customer experience is very positive (80% score or higher)
- Oil industry experience
- Experience in a customer service or account management role preferably within the energy industry would be appreciated; (at least 2 years)
- Keeping up to date with and understanding all changes within the industry and communicating them to clients when appropriate
- Organizing the timely trading of utility services for the clients
- Managing stock levels for features and promotions
- Producing weekly sales reports for Online
3
Experience For Fixed Income Trading Assistant Resume
- Guiding customers through the negotiation of their electricity and gas contracts
- Working closely with other teams, departments and external bodies to resolve client issues as covered by the SLA
- Assists in maintaining data in multiple trading databases, including setting up/updating securities, creation and maintenance of broker, etc
- Trade input and end of day reconciliation. Coordinate with back office regarding end of day settlements of incoming and outgoing wires
- Responsible for managing the intake of concessions product including raising orders and logistics
- Cross train and provide back-up support for all asset classes including high yield bond, emerging market debt and leveraged loan trading
4
Experience For CIB Operations Asia Synthetics Trading Assistant Resume
- Provide phone coverage for two senior loan traders by coordinating and monitoring incoming calls
- Identify and escalate technology-related issues involving the trading system
- This includes security set-up, trade notification, trade confirmation to brokers, and resolving trading issues
- Manage ongoing trade maintenance while contributing to the implementation of improvements to the system infrastructure and control environment
- Compile reports on a weekly and ad hoc basis to facilitate reactive trading activity and strategic planning
- Check all stock is allocated correctly working with the merchandising team to address any issues
5
Experience For Municipal Trading Assistant Resume
- Assist with the launch of new devices, including coordination of product setup, marketing and sales briefings
- Manage category KPI dashboard and reporting metrics ensuring timely and accurate communication of performance vs targets
- 10%- Managing the deliverables / dependencies with key stakeholders (Traders, Book managers, Finance, Risk) and ensuring operational controls are in place
- Be proactive by identifying issues and recommending solutions
- Process honoring, taste for optimizing repetitive tasks
- Drive the Visual Merchandising of product across all sites and devices
- Able to present facts and opinions to colleagues and confident to share new ideas while considering potential outcomes and actions to be taken
- Update and maintain a list of SKU’s that are being sold on partner websites- Use SKU list to send TOPMAN product copy and product images
- Understand Digital Style Guide to ensure partners are presenting our brand in the desired way. E.g. copy placement, CTA’s, Hero images
6
Experience For Marketplace Trading Assistant Login to Save This Vacancy Resume
- Updates and maintains Equity Trading coverage database, as needed
- Support the Fixed Income Trading team
- To gain a deep understanding of the mechanics of all fixed income instruments traded
- Assume responsibility for monitoring targets on Portfolio Managers orders
- Track and communicate using spreadsheets, charts, and diagrams
- Ticket entry for all corporate and structured trades GA and SA. Tools needed – Understanding of XIP
- Provide weekly spread info for the trading desk
- Set up investor calls for the trading desk and GA analysts when required
7
Experience For Bank Loan Trading Assistant Resume
- Be a value added member of the Credit Team, working closely as a partner with traders, portfolio managers, analysts, and portfolio specialists
- Efficiently relay market moving information to the rest of the credit team
- Willingness to backup other trading desks in EM, FX, Rates, Investment Grade, and Mortgages
- Assist online traders in reporting on sales, key metrics and promotions in daily, weekly and monthly trade meetings for the Miss Selfridge website
- Assist online traders in reporting on 3rd party website performance
- Confident to share new ideas, while considering potential outcomes and actions to be taken
- Regularly carry out review and analysis of pricing across a range of competitors
8
Experience For GM Online Trading Assistant Resume
- Monitor the marketplace to identify emerging product and price trends
- Use sales reporting tools to produce ad-hoc reports
- Manage colleague requests for equipment, ensuring our shops always have the right tools to offer customers a range of services
- Take ownership of formatting category presentations and reports
- Enter execution details into trading system, as directed by the Traders
- Monitor system generated exception reports and address, as needed, to ensure the appropriate processing of data
- Provide input and involvement in trading system-related technology initiatives and enhancements
- Knowledge of fixed income securities including Leveraged Loans
9
Experience For Digital Trading Assistant Resume
- Support the traders and portfolio managers by executing trade entry, settlement, and discrepancy resolution
- Undertake daily market research to support trading activity across multiple investment strategies
- Provide back-up support to other departments within Capital Markets Trading and participate in special projects as needed
- When issues are identified work with COO office, technologists and corresponding back office team to develop a solution
- Address Ad-hoc project request from the Trading desk or FO COO
- Support the Digital Trading Manager in the development and implementation of the promotional plan via digital channels
10
Experience For CIB Markets CEM Trading Assistant Analyst Resume
- Work closely with the Digital merchandising team to ensure the best offers/ products are placed in the best place
- Analyse financial and competitor data to inform commercial decision making
- Communicate to the wider trade team any upcoming opportunities for content or promotions as notified by the 3rd party team
- Collaborate with the brand marketing team to drive propositions and strategy for our brands across key media and channels
- Support the implementation of new trading plans to expand categories, generate new revenue streams and reposition our brands in the wireless world
- Address customers’ needs with trading team
List of Typical Skills For a Trading Assistant Resume
1
Skills For Online Trading Assistant Resume
- Analytical, numerate and problem solving skills
- Work closely with Category and Digital to ensure new range launches are executed effectively online
- Support the Digital Trading Manager to define key priorities for Digital Marketing, Email, Social, Affiliates and Paid search and complete briefing documents
- Optimize online user experience including navigation, shopping journey and onsite search
- Build strong relationships with the online team, the core merchandising team and 3rd party trading teams
- Preferably have experience as a trading assistant or in a risk function for physical commodity trading
- Good understanding what Contract Desk, Finance, Supply Chain, and Trade executive require from trading teams
- Experience in a trading/shipping environment
2
Skills For Feedgrain Trading Assistant Resume
- Experience in a trading/shipping environment
- Experience coming out of Financial Services
- Banking or financial services experience
- Experience supporting a Treasury Desk
- Collaboration with Digital Creative team to ensure visuals are aligned to trading plan and that customers experience an inspirational journey
- Experience with computerized trading systems desired
- Establish good working relationships with sell-side counterparties to ensure discrepancies are managed in a timely manner
- A strong interest in markets and willing to learn
3
Skills For Fixed Income Trading Assistant Resume
- Experience supporting Front Office Functions
- Multi-task and efficiently prioritize work while maintaining composure in a potentially stressful environment
- Demonstrated knowledge of equities
- Experience as a team player and a willingness to be an active contributor
- Team player who can build strong relationships with colleagues
4
Skills For CIB Operations Asia Synthetics Trading Assistant Resume
- Consolidate flows from Brokers and distribute to Traders/PM’s/Analysts
- Derivatives experience LI-HD#FIN
- Continual visual merchandising of the site to maximize customer experience and conversion
- Attention to detail, high ethical standards, strong work ethic and adherence to firm’s policies
- Handle difficult communications with advisors and clients and provide effective resolution
- Assisting in the daily monitoring of the new issue spreadsheet including updating spread guidance, deal size, communication with brokers, etc
- Getting a full understanding of Trafigura policies and internal procedure, following them strictly and adhering to the Code of Conduct at all times
- Understanding and living Point72’s ethical decision-making approach and its compliance program
5
Skills For Municipal Trading Assistant Resume
- Liaising with outsourced accounting services provider (TMF) re: organising translations, notary services, etc
- Building great working relationships with colleagues and suppliers
- Processing trade tickets and handling trade confirmations/allocations per client’s instructions
- Contributing to various risk and profitability reports to the trading business
- Receiving visitors and answering the telephones
- Processing new KYC requests and maintaining an internal KYC database
- Understanding of what Contract Desk, Operations, Finalization and Admin require from trading
- Reviewing best sellers by department on a daily basis and building in replenishment if required
6
Skills For Marketplace Trading Assistant Login to Save This Vacancy Resume
- Sending online sales to the Core Merchandising teams in order for teams to build stock
- Maintaining relationships with the core Merchandising teams
- Understanding of TUI Ireland customers and product range
- Conducting industry and company-specific research
- Monitoring/compile market updates, news & headline summaries to traders/PM’s/Analysts
- Trading mentality – able to work at pace, challenge and drive results, track what works and what doesn’t
- Posting results to appropriate Excel Workbooks
- Pricing of the basis and premium contracts
- Interpreting analysis and carry out any required actions to optimise our digital channels
7
Skills For Bank Loan Trading Assistant Resume
- Managing end of life products on the website to ensure we achieve swift sell through and then removal from the site
- Filling out contracts, nominations, regulatory reports and other documents
- Programming: C++/Java, R, Python, Matlab
- Attending weekly meetings to update the brand on department performance for the previous week
- Maintaining department stock and cover in order to potentialise sales
- Monitoring of the different market making related software (options fitter, pricing and contributing too, among others)
- Supporting the Kiev team in various admin tasks (photocopying, etc.)
- Submitting nominations to UTG and other logistical tasks connected to trading natural gas in Ukraine
8
Skills For GM Online Trading Assistant Resume
- Drive merchandising and conversion strategies by leveraging dynamic merchandising tools
- Build a fundamental back ground in mortgage backed securities with the goal of transforming your training to becoming a Junior Trader
- Point person on the trading desk for all data areas including middle office, compliance, etc; assisting with report creation, enhancement, and automation
- Assists the traders with staging orders for execution or addressing adhoc issues or requests during the order execution process
- Responsible for monitoring Clearing Trades Dashboard for direct clearing through TradeWeb and Bloomberg and process exception queues
- Ensure the price matching tool is working optimally vs competitor prices and liaise with the category team to maintain this throughout changing requirements
9
Skills For Digital Trading Assistant Resume
- Daily updating of the pipeline and application of contracts for the different products: purchases, shipping plan, sales
- Daily reporting and reconsilation of the trading positions
- Knowledge or previous exposure to trading and/or trading systems
- Work with traders/portfolio managers to resolve all trading and/or booking issues
- Collaboration with Digital Marketing team on product selection and price/stock checks for Marketing communications (e.g. email newsletters, social media)
- Observe activity and manage reporting on key competitors, the wider retail landscape and any differential online trading tactics
- Interested in the digital world and online trading, with knowledge of how this has changed customer trading patterns and behaviour
10
Skills For CIB Markets CEM Trading Assistant Analyst Resume
- Daily updating and recording of the future trades for CBOT and Dalian
- Supports Equity Traders in many aspects of the daily operation of the Equity Trading Department to ensure the complete accuracy of the trading process
- Maintain existing processes between London, Hong Kong and Shanghai trading team
- Back the traders up in maintaining various models including assumptions in rate sheet models and risk management system
- Possess a keen interest in the digital world and e-commerce trading, with knowledge of how this has changed customer trading patterns
- Other responsibilities include bank loan trade settlements, new issue security set-up, and working with Pricing to ensure accurate valuations
- Develop dialogue with broker/dealer counterparties ultimately leading to direct trading responsibility
List of Typical Responsibilities For a Trading Assistant Resume
1
Responsibilities For Online Trading Assistant Resume
- Liaising with customs broker in facilitating customs formalities for natural gas imports
- Organizing meetings/events and gifts for customers
- Point of contact for US Corporate Banking (USCB) customer related deposit business. Generate reports for Relationship Managers and USCB Planning
- Knowledge of the underlying cash products including but not limited to – US Treasuries, Eurodollar futures and options, Bond Futures and options
- Responsibility for filing and keeping general records for the Kiev office
- Help manage incoming call flows
- Organize variance meeting, analyse and challenge the PNL variance in applications
- Collaborate and develop working relationships internally and externally
- Circulate market orders on behalf of the trading team
2
Responsibilities For Feedgrain Trading Assistant Resume
- Sound understanding of Foreign Exchange products and the various Ecommerce systems
- Familiarity with physical trading commodity systems (e.g. ITAS) would be ideal
- Main shipping concepts and practices
- Update market levels on internal presentations and trading dashboards
- Support regulatory reporting requirements and audit efforts
- Physical open space environment with fax machine, copier, telephone, calculator, stock monitors, trading systems, etc
- Respond to rapidly changing environment
- Enter trade orders as necessary into multiple senior loan trading platforms
3
Responsibilities For Fixed Income Trading Assistant Resume
- Important documents sharing/storage
- Optimize Path to Conversion to drive revenue and work with cross functional teams to bring the Brand to life
- Prep site for sale, new season and marketing campaigns
- Onsite Personalization and Dynamic Site Merchandising
- Understand consumer behavior and implement tactics to drive active selling on RLE-EU site
- Coordinating Trade Execution, Finance and Logistics
- Instructions and alignment with the Trade Execution team for the cash business for example planning and payments
- Take leadership and accountability on solving contract and execution problems towards finance, trade execution, logistics, origination and sales team
4
Responsibilities For CIB Operations Asia Synthetics Trading Assistant Resume
- Daily and monthly P&L reporting for grains & NGFI
- A passion for the Paul Smith brand, with a wide knowledge of Web and Marketing
- Knowledge of trading deals and commercial terms
- Corn shipping subsidy documents
- Others daily execution or supporting work
- PC Literate including Powerpoint and Excel
5
Responsibilities For Municipal Trading Assistant Resume
- Provide product control support relating to profit and loss issues
- Responsibilities limited only by ability to perform at a sustained level of excellence
- Substantial responsibility and interaction with senior-level professionals
- Analytical, confident with numbers and able to spot patterns and trends
- Manages the new issue process for his/her respective sectors
- Obtains commission information from external sources, updates implicit commission calculations, and performs periodic analysis of broker performance related to new issues
- Maintain up to date customer records in accordance with our Know Your Customer (KYC) policy. Coordinate with back office changes in customer standing settlement instructions
- Daily, weekly and monthly reporting to Global Markets Divisions for the Americas (GMDA) management, and International Treasury and Investment Division (ITID). Term end summary of deposit incentive campaigns
6
Responsibilities For Marketplace Trading Assistant Login to Save This Vacancy Resume
- Primary coverage for a portion of Institutional Sales Department (ISD) customers. Also provide backup coverage to other members of ISD
- Assist in Compliance Lookback and New Issue Due Diligence Process
- Communicate market related information to salesforce and management
- Work with Underwriter to maintain Deal Files and Records
- Assists with compilation of broker review materials for meetings scheduled at end of Summer
- Work with closely with Compliance, Portfolio Services Group and other internal groups to support the traders
- Handle all settlement issues
- Proactively suggest adjustments to processes
- Ensure best practices are shared across Equity and FX teams
7
Responsibilities For Bank Loan Trading Assistant Resume
- A flexible and motivated self-starter
- FCA registration would be an advantage
- Enter trades into the risk management system
- Assign trades to Caliber's take outs and other Wall Street Dealers
- Confirm all trades and resolve any discrepancies with the dealers
8
Responsibilities For GM Online Trading Assistant Resume
- Train to back up the money market desk
- Monitor retail investor flows and report on weekly activity
- Assist with the execution of trades in High Yield Bond and Leveraged Loan markets
- Work within the investment process to assist with relative value and capital structure analysis across strategies
- Liase with brokers and middle office to handle trade breaks
- Build relationships with respective sell-side sales coverage, traders, and dealer community
- Help with ad-hoc market data requests and support team with routine Internal and external client requests
9
Responsibilities For Digital Trading Assistant Resume
- Be a partner with compliance, risk, valuation and operations teams
- Responsible for updating the Online Trading Calendar and ensuring all promotional activity is implemented on site within agreed timelines. Proactive in liaising with wider areas of the business such as Core Merchandising, Retail and DC to ensure the successful implementation of such promotions
- Prepare product data and images for 3rd party websites and work with them to ensure our new products are online quickly and are representative of the brand
- To always be aware of any on and off site activity e.g. Prom promotion, Affiliate, email activity
- Excel proficiency essential, and ability to learn new analytical systems quickly
- Able to present facts and opinions to colleagues
- Able to manage time, and affectively juggle adhoc work with daily/weekly tasks
10
Responsibilities For CIB Markets CEM Trading Assistant Analyst Resume
- Generate and/or fill trade orders to facilitate currency, internal cross and private placement transactions
- Assists in researching and resolving problems including compliance issues, trade errors, problems with securities, reporting requirements and/or monetary issues
- Performs quality control activities to ensure accuracy of trade order calculations
- Liaise with counterparties on trade details and resolve issues as necessary
- Knowledge of mutual fund/financial services industry/financial markets
- Manage our category promotional calendar and associated administration
- Knowledge of Microsoft Excel, PowerPoint, SAP/BW (preferable)
- A collaborative ‘can do’ approach – be a keen team player
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