Trading Associate Resume Sample
Gilberto Smith
9326 Kirstin Union,
Los Angeles,
CA
+1 (555) 182 2546
Work Experience
Trading Associate
08/2016
-
PRESENT
Dallas, TX
- Experience in analyzing, manipulating, transforming, and interpreting large amounts of data
- Experience of working with and understanding of market data / transaction data
- Experience of data feeds and their usage within the application environment
- Elaborating and Taking ownership of wider quarterly marketing campaigns including all the performance marketing channels
- The Trading Associate has overall responsibility for the Profit and Loss, results, growth strategies, and brand identity of the Ideal websites
- Ownership and management of the Ideal brands in the U.S. – including product reviews, product content, social media and forums
- Identifying new and innovative ways to drive traffic to the U.S. websites as well as developing and improving traffic from existing channels
Analyst\associate Trading
11/2011
-
03/2016
New York, NY
- Developing relationships with key websites, prioritizing new customer acquisition using the most cost-efficient methods
- Deliver best in class customer experience partnering closely with design and editorial teams to brief and build engaging product pages that provide the customer with relevant information, advice and conversion opportunity
- Share valuable insights on customer behavior and trends using our in-house data & technology platform
- Bachelors in Business, Marketing, Public Relations, Economics, or related field
- Analytical mind with a passion for learning and improvement
- Strong interest in digital marketing and e-commerce
- Ensures that trading procedures are properly executed and that compliance policies are followed
- Performs various back office functions including new account set-up, reporting functions, and ensuring proper settlement of trades
Associate Trading Systems Admin
10/2006
-
09/2011
San Francisco, CA
- Enters trade tickets and trade confirmations into clearing agent
- Calculates execution spreads in Ginnie Mae (GNMA) and Fannie Mae (FNMA) daily
- Manages client and dealer confirmation letter emails
- Regularly interfaces with clients on trade matters
- Strong MS Excel and database skills
- Financial modeling and data analysis skills
- Knowledge and experience with whole loan purchase and sale agreements
Education
Fairleigh Dickinson University - Metropolitan Campus
2000 - 2005
Bachelor's Degree in Accounting
Professional Skills
- Strong logic and analytical skills to clearly identify key issues
- Experience with Open Link's Right Angle ETRM Systems
- Understanding of capital markets activity
- Understanding of operational and metal flow requirements and risk controls
- Act as back-up trader for other Money Market trading books
- Develop trade ideas, technical analysis and historical modeling, and communicate internally and externally
- Create pitch materials for prospective Commercial Paper issuers and produce annual market updates for existing issuer relationships
How to write Trading Associate Resume
Trading Associate role is responsible for database, modeling, excel, software, finance, credit, trading, analysis, reporting, design.
To write great resume for trading associate job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Trading Associate Resume
The section contact information is important in your trading associate 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 Associate Resume
The section work experience is an essential part of your trading associate 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 associate 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 associate position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Trading Associate resume experience can include:
- Strong level of comfort with presentations and sales
- Strong aptitude for accuracy and detail
- Willingness to learn trading function and methodology
- Market-maker in Commercial Paper and ABCP for internal and external inquiries within credit and market risk limits
- Focus on process optimization and improvement for the Money Market desk
- Develop and sustain business partnerships with issuers, investors and internal partners across Capital Markets and other CIBC LOBs
Education on a Trading Associate Resume
Make sure to make education a priority on your trading associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your trading associate 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 Associate Resume
When listing skills on your trading associate 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 associate skills:
- Strong analytical and critical thinking skills with the demonstrated ability to meet deadlines and perform in a high-stress, fast-paced environment
- General banking skills
- Willing to develop new trading clients
- Willing to work towards a CFA designation
- Coordinating cash movement as directed by CIIC and instructing to cover any overdraft balances when notified by our custodians
- Provide custodial settlement parameters and required legal documentation for new accounts and administer Proxy voting and Corporate Action election processes
List of Typical Skills For a Trading Associate Resume
1
Skills For Associate Trading Systems Admin Resume
- Financial modeling and cash flow projections
- Prepare, distribute and maintain trade calendars ensuring that all key dates are met for a timely and efficient transaction settlement
- Review and advise clients on business terms for Mortgage Loan Purchase and Sale Agreements, Interim Servicing Agreements and other Deal Stipulations
- Analyze problems and determine practical solutions
- Monitor competitor activities and market conditions, and communicate relevant developments to the group; and
- Ensure adherence to all CBIC policies and regulatory and legal standards appropriate to the business
2
Skills For Senior Trading Associate Resume
- Assist with optimization of the desk’s financial resource usage (B3 exposure, TCD)
- Fund of Fund operations - ensure timely placement of order with 3rd Party mutual funds and settlements between RBC and assorted fund companies
- Perform daily reconciliation for First Asset ETF's and Institutional Client Accounts
- Provide support to various Portfolio Management groups within CI resolve discrepancies in portfolio operations between Longview, Fund Accounting. and various custodians
- Coordinate Pooled fund trades as directed by Institutional clients and various custodians
- Assist in timely international trade settlement of various asset classes, primarily consisting of : Equities, Fixed Income, and Derivative trades executed by Harbour Advisors, Cambridge GAM and Signature GAM
3
Skills For Associate Director, Trading Resume
- Assist with and the corporate action process as necessary
- Execute complex capital markets whole loan transaction
- Interact with sellers, buyers, legal counsel, due diligence vendors and other stakeholders
- Coordinate data transfer with servicers and third parties
- Coordination of due diligence materials
4
Skills For Associate, Money Market Trading Resume
- Tie-out final funding population with sellers and buyers and facilitate the settlement process including the execution of closing documentation, reviewing the funding schedule for accuracy, compiling mortgage loan schedule data, and communicating settlement funds Assist in responses to client RFPs
- Transaction status reporting
- Holds or passes FINRA Series 7 license within 60 days of employment
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