Sales Trading Resume Samples
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Sales Trading Resume Samples
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PJ
P Jenkins
Pink
Jenkins
347 Herman Track
Houston
TX
+1 (555) 866 6190
347 Herman Track
Houston
TX
Phone
p
+1 (555) 866 6190
Experience
Experience
Dallas, TX
Sales / Trading Asst-reg
Dallas, TX
Sanford Group
Dallas, TX
Sales / Trading Asst-reg
- Performs administrative tasks, including faxing, filing, copying, travel and expense reports
- Tracks and confirms transactions to ensure accuracy
- Maintains and updates account files
- Serves as liaison between client and sales and/or trading personnel
- Participates in face to face client meetings
- Deal with execution/sales of a variety equity products delta one and derivatives
- Intensive coverage of our institutional client base
Dallas, TX
Sales / Trading Asst-reg-dallas
Dallas, TX
Emmerich, Schiller and Haley
Dallas, TX
Sales / Trading Asst-reg-dallas
- Performs administrative tasks, including faxing, filing and copying
- Assists in compliance review process
- Plans, organizes and maintains effective and efficient workflow
- Performs other duties and responsibilities as assigned
- Maintains currency in organizational and industry current events and best practices
- Advises others in resolving complex problems and issues
- Initiates client transaction related communication to support sales and/or trading activities
present
Phoenix, AZ
Rbccm Fall Co-op, Equities Sales & Trading
Phoenix, AZ
Shields, Lakin and Crona
present
Phoenix, AZ
Rbccm Fall Co-op, Equities Sales & Trading
present
- Get coffee and lunches which provides an excellent opportunity to interact and develop relationships with members of the trading floor
- Develop proficiency and fluency in the areas of market conditions, equity-specific knowledge, investor behaviour and trading floor dynamics
- Provide phone coverage throughout the day
- Perform office maintenance including filling the photocopiers and completing tasks to ensure the trading floor is functioning effectively
- Research news and information sources such as Bloomberg, Reuters, Thomson and print any online media to develop consolidated reports
- Exposure to the various functions of the Sales and Trading department of a top-tier investment bank
- Update Corporate and Analyst marketing data
Education
Education
Bachelor’s Degree in Attention
Bachelor’s Degree in Attention
University of South Florida
Bachelor’s Degree in Attention
Skills
Skills
- Research news and information sources such as Bloomberg, Reuters, Thomson and print any online media to develop consolidated reports
- Get coffee and lunches which provides an excellent opportunity to interact and develop relationships with members of the trading floor
- Liaise directly with Sales Professionals and Traders to complete special assignments and support as necessary
- Provide phone coverage throughout the day
- Update Corporate and Analyst marketing data
- Complete various research projects such as investment theses
- Analyze trading volumes, trading values, internal communications and internal research reports to document and summarize trading activity
- The co-op student, along with the current Generalist, is responsible for the morning notes, mid-day update, energy/mining notes and market share/close notes
- Perform office maintenance including filling the photocopiers and completing tasks to ensure the trading floor is functioning effectively
13 Sales Trading resume templates
Read our complete resume writing guides
1
Global Sales & Trading Analyst Program Resume Examples & Samples
- Provide stellar service to our client base
- Demonstrate understanding of our comprehensive suite of products and services
- Track current market, industry and company activity
- Develop quality trade ideas for presentation to the broader Global Markets team and our clients
- Coordinate with professionals throughout the organization, including senior management, group heads, senior economists, product specialists, investment bankers and fellow associates
- Strong quantitative and qualitative skills
- Able to multitask and prioritize in a demanding environmen
2
Global Markets Sales & Trading Summer Analyst Resume Examples & Samples
- Assisting with sales, trading, and hedging activities
- Helping to originate, structure, and model transactions
- Assessing market trends and provide quantitative data for clients
- Performing market and quantitative research analysis
- Assisting in structuring, pricing, and executing trades
- Handling day-to-day transaction needs, including reconciliation and clearing services
- Assisting in developing new products and bringing them to market
- Assisting in educating clients about complex structures and technical products
- Extensive Excel and modeling skills
- Good judgment and business sense
- Solid leadership, team, communication, and interpersonal skills
- Can multitask and prioritize in a demanding environment
- Able to generate complex solutions across multiple product platforms
3
Global Sales & Trading Summer Associate Program Resume Examples & Samples
- Interns rotating through sales desks will be expected to work side-by-side with sales people, traders, and research analysts, to gain a comprehensive understanding of credit fundamentals, relative-value analysis, and macro strategy. Associates are expected to facilitate desk-client interaction, generate innovative trade ideas, and understand the credit and macroeconomic environment
- On Trading/Research desks, associates will be expected to analyze risk reports, review credits with Desk Analysts, shadow Salespeople and interact with clients. They should understand the mechanics of trading, settlement, carry, hedging, and risk analysis and learn the dynamics of global financial and macroeconomic market forces and trends
- Interns rotating through Structuring & Trading will work on pitches and live transactions, which may include modeling, portfolio analysis, investor analysis, preparing presentations and reviewing legal documentation. Discussions with rating agencies, investors, asset managers, lawyers, and accountants is also expected of interns
- Summer associates will work on one real credit case and will present the case to the group by the end of the rotation
- Minimum of 2-3 years work experience in financial services or related field
- Must possess strong accounting, financial modeling, and corporate finance skills
- Passion for the markets
- Technical understanding of financial instruments and securities
- Strong quantitative and analytical skills
- Demonstrated problem solving skills and willingness to ask tough questions
- Proven leadership, team, communication, and interpersonal skills
- Demonstrated ability to multi-task and prioritize in a demanding environment
4
Global Markets Sales & Trading Resume Examples & Samples
- Undergraduates heading into their graduating senior year with minimum 3.2 cumulative overall GPA
- Appropriate eligibility and authorization to work in Canada
- A second language is also advantageous, but not essential
5
Sales / Trading Asst-east Resume Examples & Samples
- Performs administrative tasks, including faxing, filing, copying, travel arrangements, itineraries and expense reports
- Organize and prioritize multiple tasks and meet deadlines
- Maintain currency in sales/trading polices and procedures
6
Class of Summer Intern Guggenheim Securities Equities Sales & Trading Analyst Resume Examples & Samples
- Attending group equity research morning call and understanding of product offering
- Provide overall support for members of your assigned desk
- Engage in ad hoc projects to support S&T engagement with investing clients
- Respond to requests for data and information
- Strong quantitative, analytical, problem solving, numerical and communication skills
- Should be self-motivated and a problem solver
- Highly organized, with the initiative and ability to work with limited supervision
- Proficiency with MS Excel, Powerpoint and Word
- Familiarity with Thomson/Factset and Bloomberg a plus
- Should be a current junior undergraduate student
- Must successfully pass a background check
7
Sales / Trading Asst-nr Resume Examples & Samples
- Tracks and confirms transactions and commissions for accuracy
- Prepares management reports as required
- Maintains and updates account files to ensure accuracy
- Serves as liaison between client and salesperson and/or trader
8
Sales / Trading Asst-reg Resume Examples & Samples
- Advises others in resolving complex problems and issues
- Performs administrative tasks, including faxing, filing, copying, travel and expense reports
- Executes trades, as required
- Procedures for processing trades
- Skill in:Responding professionally to inquiries and researching and resolving problems in a timely manner
- Selecting and using a variety of technical tools such as Reuters, Microsoft Office and Raymond James internal software tools
- Organize and prioritize multiple tasks and meet deadlines in a high pressure environment
- Bachelor’s Degree (B.A.) and five (5) years experience in a sales or trading role within the securities or financial services industry
9
Private Bank-equity Derivatives Sales & Trading Resume Examples & Samples
- Pricing and Execution for Equity Derivatives trades: Vanilla and Exotic Options, and Structured Products
- Quantitative and qualitative analysis on markets and trade ideas
- Understanding of market risks from a pricing and execution perspective. Efficiency and accuracy in pricing various trade strategies
- Knowledge of options, options theory, and options execution is required
- Generation of trade ideas, strategies, and creation/follow through of business initiatives. High level of interaction with the Strategy team, reading of available derivatives research and discussion with IBs derivatives sales desk is required to develop new investment strategies
- Develop JPM PB business for strategic equities, advising clients on their large concentrated position: via monetization, hedging, collar financing or margin loans
- Daily client interaction (over the phone or in person) to discuss our trading platform, markets, and to offer solutions
- Build relationships with Private Bank investors and bankers throughout the US, Europe, and Asia
- Develop and present on investment ideas
- Help with the development of the platform
- 5 years and plus experience in Equity Derivatives markets, with solid Sales or Trading background
- Strong skills in Microsoft Excel, PowerPoint, Bloomberg and Word
- Demonstrate a strong interest and passion for financial markets, international affairs and geopolitical events
- Strong options background – required
- Able to multi-task and work well under stress
- Beneficial if candidate can speak Mandarin and/or Cantonese in addition to English
10
Ceemea Head of Sales Trading Resume Examples & Samples
- A strong personal franchise with a number key CEEMEA accounts (preferably Top 3 rankings)
- The ability to organise and manage a geographically diverse team
- Strong interpersonal skills and an ability to manage a team
- Strong interpersonal skills and an ability to work well with other parts of the organisation : - risk, developed sales trading, sales, program trading, DES etc
- A good understanding of markets, preferably emerging markets, and be able to demonstrate an ability to add value to clients with original idea generation
- Direct responsibility for UK sales trading team
- Functional responsibility for Sales Trading – South Africa, Israel, Russia, Poland
11
Credit Analyst Convertible Sales & Trading Desk Resume Examples & Samples
- Strong knowledge of capital structures, bond structures, credit ratings and fixed income bond math
- Strong mathematics, engineering, statistics, research, or accounting /financial background
- Strong excel and financial modeling capability
- Three to four years of experience as a hedge fund analyst, research analyst, engineer, investment banking role, or a similar position requiring rigorous quantitative analysis
- Top academic performer willing to work hard in an unstructured environment, which values initiative, maturity and enthusiasm for learning
12
Securitized Products Sales & Trading Administrative Assistant Resume Examples & Samples
- General Executive Administrative support for 2 – 3 senior managers, including phone coverage, maintaining calendars, arranging travel, processing expenses, securing conference space,
- Provide administrative support consisting largely of travel and expense processing for 15 – 20 traders at the Director and below level
- Invoice processing
- Ordering of supplies
- Perform ad hoc requests including editing/updating spreadsheet and presentations
- Proofreading
- Provide backup support for team administrators to ensure coverage model is maintained for senior staff
13
Associate Loan Syndicate, Sales & Trading Resume Examples & Samples
- At least four years experience in a bank syndications unit
- Experience in secondary loan market trading
- Have relationships and traded loans with commercial banks, including US regional banks
- Familiarity with the project finance loan market preferred
- Comfortable in working to tight deadlines
- Fluency in English. Spanish preferred
14
Icg-sales Trading Desk Head Resume Examples & Samples
- A recognized university degree with at least 7 years of banking experience
- Good knowledge of ASEAN equity markets
- Excellent team skills and the ability to work effectively with all levels
15
Loan Syndicate, Sales & Trading Resume Examples & Samples
- For BBVA primary transactions
- Bachelors degree requireed, MBA preferred
- At least seven years of experience in an investment bank selling leveraged loans
16
Sales Trading Resume Examples & Samples
- Deal with execution/sales of a variety equity products delta one and derivatives
- Support day to day activity for the EMEA equity business
- Italian native speaker
- Excellent communication/relationship building/team player
- Ability to multitask and work under pressure
- Ability to meet strict deadlines in a fast-paced environment
- Knowledge of a broad range of asset classes , including equities, fixed income, FX, commodities and credit
- Previous experience and good understanding of derivatives and cash equity products would be an advantage
- Excellent in Excel
17
Sales Trading Associate Resume Examples & Samples
- ARABIC SPEAKER
- 2-5 years experience within a leading investment/trading house
- Strong knowledge across FI, FX, Equities, Options and Futures
- Ability & experience interacting with Private and institutional clients
- Business/Finance degree
18
Sales & Trading Service Manager Resume Examples & Samples
- Strong people management and interpersonal skills
- Excellent verbal and written communications in English
- Proven track record in managing support operations
- Strong client relationship management
- Strong leadership to motivate staff, influence change and drive technology solutions
- Able to work independently, self-motivated but a strong team player
- Strong sense of commitment and ownership
- Strong mind set of Compliance and IT Security
- Comprehensive knowledge of Windows operating system, applications and computer hardware, some Linux/Unix support background
- Solid experience in supporting Market Data products, e.g. Bloomberg, Reuters, EBS as well as HKEx products e.g. AMS terminal, Click Terminal
- Business Knowledge on Equity/Fixed income markets and products
- Sales & Trading support experience in the financial industry is preferred
- Cantonese and Mandarin language (written and verbal)
- ITIL Foundation Certification
19
Administrative Assistant to Sales & Trading Resume Examples & Samples
- Provide support to a senior MD of Sales and 4-5 of his direct reports
- Calendar Management
- Expense reporting
- International and Domestic Travel Arrangements
- Screening calls, act as gatekeeper
- Meeting/Event logistics coordination
- Filing, faxing and any ad hoc projects assigned
- 2-3 years of Administrative Experience within Financial Services, preferably on a Trading Floor supporting a larger team
- BA Required
- Bilingual Japanese is preferred but not required
20
Sales & Trading Assistant Resume Examples & Samples
- NASD 7 and 63 registered license
- Broad knowledge of products and of applicable systems/applications
- College degree and relevant work experience
21
Convertible Sales & Trading Resume Examples & Samples
- Understanding of convertible bond pricing
- Familiar with valuation and correctly applying estimated value for transactions
- Strong client relationships
- 5-10 years of trading experience
- Actual risk management experience
- Series 7, 63, and 55
22
Rbccm Fall Co-op, Equities Sales & Trading Resume Examples & Samples
- Research news and information sources such as Bloomberg, Reuters, Thomson and print any online media to develop consolidated reports
- The co-op student, along with the current Generalist, is responsible for the morning notes, mid-day update, energy/mining notes and market share/close notes
- Analyze trading volumes, trading values, internal communications and internal research reports to document and summarize trading activity
- Update Corporate and Analyst marketing data
- Provide phone coverage throughout the day
- Complete various research projects such as investment theses
- Liaise directly with Sales Professionals and Traders to complete special assignments and support as necessary
- Perform office maintenance including filling the photocopiers and completing tasks to ensure the trading floor is functioning effectively
- Exposure to the various functions of the Sales and Trading department of a top-tier investment bank
- Students are given the opportunity to engage with and learn from industry professionals such as Sales Associates, Coverage Traders, Hedge Fund Sales and Trading Desk, Electronic and Portfolio Traders, Liability Traders and Derivatives Traders
- May be given the chance to attend relevant conferences, company meetings, Research Analyst’s presentations and listen to conference calls
- Develop proficiency and fluency in the areas of market conditions, equity-specific knowledge, investor behaviour and trading floor dynamics
- Strengthen equity research abilities and develop skills in the use of specific research tools such as Bloomberg, Thomson, Reuters, Mind Align, DS Book and RBC CMXpress
- Develop an understanding of investment strategies, financial instruments, commodity markets and equity transaction processes
- Successful completion of a minimum of first year of a business/economics/finance or related degree
- CSC and CPH preferred and enrolment in CFA a strong asset
- Basic market knowledge and a demonstrated keen interest in capital markets
- Prior related work experience valued
- Strong research abilities and excellent analytical and communication skills
- Extremely motivated and able to take initiative in order to identify ways to add value and improve practices
- Demonstrated problem-solving skills, business sense and the ability to multi-task and prioritize in high pressure environments
- Proficient with the use of Microsoft Word, Excel, PowerPoint and Outlook
- Prior use of Bloomberg, Thomson and Reuters preferred
- Office hours tied to global markets: 6 a.m. to 6 p.m
23
Foreign Exchange Sales Trading Specialist Resume Examples & Samples
- An FX Sales Trader will facilitate the sales and execution of plain vanilla and derivative Foreign Exchange products to GWIM clients
- Interact with clients on a daily basis to relay market color, research, and trading-related information
- Proactively develop relationships with advisors
- Identify research driven trading ideas and market opportunities to drive business
- Liaise and interact with institutional FX traders to facilitate transactions and provide competitive pricing for clients
- Learn and market Merrill Lynch’s FX derivative platforms
- Assist in the onboarding process of clients
- Manage limit orders
- Liaise with back office and technology to address any post-trade / platform issues
- 2 plus years of Foreign Exchange execution/trading experience
- Multi tasking and ability to work under pressure
- Strong marketing and presentation skills
- Ability to work as a team player in a dynamic , fast-paced and collaborative work environment
- Current Series 7 & 63 license or able to obtain within 120 days from start
- Strong Bloomberg and MS Office skills
24
Interest Rates Derivatives Sales & Trading Resume Examples & Samples
- Generate daily market and pricing data as well as analytics to the client base
- Develop pitch materials, deal documents and internal/external marketing material
- Provide daily front office support, including, trade pricing and responding to customer service requests
- Provide analytical support for senior marketers and clients
- Handle a wide variety of issuers, types, volume and complexity of transactions
- Provide client coverage support when senior calling officers are traveling
25
Developer Listed Sales & Trading Associate Resume Examples & Samples
- You will work on complex assignments involving new development as well as enhancement of the system to support new business
- This is a hand’s on development role working with the wider team (some of whom are remote)
- You will actively partner with Traders and Sales Traders to assess and gather new business requirements
- You will spend time with the product managers and clients to discuss potential implementations of the feature
- You will work out the remaining implementation in collaboration with the extended team, focusing on performance and scale. We then assist the business in the rollout of the feature to clients
- Projects vary from multi-day to multi-month. You will see the feature delivery through to the end
- You will have the opportunity to contribute to the overall design and architecture of the applications/systems developed and deployed
- You are expected to use appropriate patterns, best practices and the SOLID principles in your work
- You will be expected to write automated unit tests providing sufficient coverage to be submitted with new code as well as regression tests for defects addressed. You should feel comfortable both having your code reviewed and also reviewing and providing constructive feedback regarding the code of others
- Track record in delivering for the business
- Track record in communicating effectively in person and over the telephone
- Track record in coaching and managing both junior staff and high achievers
- Developing similar systems used by real-time applications
- Knowledge and experience in developing on kdb/q, C/C++, Python and HTML, JavaScript, Bootstrap and Angular
- Knowledge and experience in the proprietary technologies within Morgan Stanley used for data distribution
- Track record in designing and building automated testing solutions for similar products
- Track record in innovations that improve the existing technologies and benefit the businesses
26
Sales & Trading Risk Management Resume Examples & Samples
- Risk review of Sales & Trading exception reports on daily basis, identify issues and raise these to business teams for
- Master’s in Business Management or Post Graduate Diploma in Business Management Finance, Banking
- 2+ years’ experience in the finance industry
- Exceptional organizational skills and high degree of attention to detail
- Background in Compliance, Risk Management, Trade Surveillance or Operations
- Knowledge of Equities markets, understanding of applicable regulatory rules and regulations
- An understanding of and strong focus on the mechanics of a control environment, including escalation and risk-related issues
- Proficiency in MS Office and related applications (Word, Excel, PowerPoint)
27
AM / Mgr / AVP Securities Sales & Trading Resume Examples & Samples
- To be part of a dynamic team to actively manage our customer base by assisting them in equities trading and monitoring their equities portfolio
- Contribute to the bottom-line of OCBC Securities through the accomplishment of team’s profit and growth targets
- Grow and manage the relationships with new and existing customers through superior customer service
- Able to multi-task and handle Ad-hoc projects
- You should have at least 3 years customer service or sales experience, preferably in managing various customer segment
- Strong interest in the financial market and prior trading experience a plus
- Recognised university degree and possess CMFAS certification (M1, M5, M6, M6A)
- Able to communicate effectively with Mandarin, dialects and/or Bahasa Indonesia speaking customers
- Proficiency in online marketing and social media
- You should have strong interpersonal and analytical skills
- It is essential that you have the initiative, integrity and ability to work independently and as a team
28
Systems Integration Engineer Listed Sales & Trading Associate Resume Examples & Samples
- We are looking for a Systems Integration Engineer to work on a high profile trading system that executes a significant amount of flow for the firm
- You will be responsible for managing the production environment, and some Perl / Shell scripting. This is a high-throughput, real-time trading system responsible for trading stocks and ETFs
- Your role will include designing new trading functionality, managing the production plant, deploying upgrades to the system, troubleshooting problems, interfacing with our traders, etc
- The system is comprised of C++ applications running on Linux, with C# trading front ends that run on our user's desktops
- We work in a team environment, so we need someone who can share ideas and express themselves well
- Strong UNIX / Linux skills, the majority of the system runs on Linux
- Scripting (Perl, Shell, etc.)
- Database (SQL, DB design, etc.)
- You need to be able to handle pressure and think quickly on your feet. We have tight deadlines, and production problems need to be debugged and fixed quickly
29
Controller, Panama Sales & Trading Operations Resume Examples & Samples
- Develop, implement and maintain accounting and administrative policies and procedures for a wide-ranging set of activities including financial accounting and reporting and other corporate policies
- Responsible for all aspects pertinent to local statutory books, US GAAP, income tax, rules and regulations including Sarbanes-Oxley compliance
- Manages the accounting functions encompassing accounts payable, accounts receivable, cost management, revenue recognition, intercompany transactions and treasury functions
- Provide financial leadership by preparing and presenting financial analysis and variance explanations to business partners
- Drive improvements in administrative, operations and financial processes. Prior experience in project management role is a plus
- Lead financial close process to ensure accurate and timely financial reports, and ensure alignment with regional and corporate deadlines
- Work closely with trading operations leadership to ensure compliance with corporate guidelines and to implement efficient standard work and procedures
- Evaluate and manage financial performance, and develop metrics and reporting to support decision making and financial reviews
- Bachelor’s degree in Accounting or Finance required. MBA or advanced degree preferred
- Certification as a CPA (Contador Publico Autorizado)
- 10 years of professional experience in roles in Accounting and / or Finance Operations, including 2-4 years in leadership roles
- Experience with Oracle financial systems
- Ability to partner with the business to support financial analysis, forecasting, long range planning and other strategic initiatives
- Ability to work independently and travel (25% - 50%)
- Ability to work and partner with virtual and remote teams
- Excellent analytical and economic modeling skills required
- Advance English oral and writing
30
Manager, Loan Sales & Trading Resume Examples & Samples
- CAIRO Administration: processing and distribution of authorized corporate credits housed in the Cairo credit origination system and the approval database. This team also provides administrative support to Aces and Customer Link and ensures relationships are accurately captured throughout the various systems
- Bi-lat Loan Administration: provides administrative, transactional and support functions for Bi-lateral and Participant deals
- Agency Administration: provides administrative, transactional and support for TD Agented deals
- Loan Sales & Trading: provides support in the settlement of loan trades
- Retail and Non-Negotiable: is responsible for compliance tracking, servicing foreign currency loans for the enterprise and providing general banking support
31
Loan Sales & Trading Associate / AVP Resume Examples & Samples
- 3-5 years in Corporate Tax
- Strong Corporate tax return experience
- Familiarity with tax compliance systems
- Proficiency in basic Microsoft Suite (Excel, Word, etc.)
- Fast paced and detail oriented
- Ability to prioritize and simultaneously handle deadlines, ad hoc requests, and regular deliverables
- CPA preferred
- Strong interpersonal skills and ability to communicate effectively across all levels of the organization
32
AM / Mgr / AVP Securities Sales & Trading Resume Examples & Samples
- You should have at least 3 years customer service or sales experience in the banking and financial services industry, preferably in managing various customer segment
- Strong interest in the financial market and have a passion and desire to trade
- You should have strong interpersonal, communication and analytical skills
- Efficient in MS Office, IT systems and Internet applications
33
Technology Business Manager Sales & Trading Resume Examples & Samples
- You will have responsibility for a broad mixture of Management Information and planning responsibilities, including all aspects of financial and operational management
- You will have oversight of financial performance including budgets, forecast, and YTD financial analysis
- You’ll be developing and maintaining budgets, forecasts, financial and production metrics
- You will provide client coverage to Sales & Trading, working as part of a global team to provide financial oversight of IST manpower and hardware allocations to the Equity Consolidated and Fixed Income businesses
- You’ll have interaction with IT Procurement around hardware, software and consultant manpower spend
- Your role will involve support for resource planning and project cost control procedures
- You should ensure communication and presentation upward, downward and laterally
- Due to the visibility and demanding nature of the position, the ideal applicant would come from an Investment Bank, and possess a strong academic track record – however we will consider applicants from other relevant backgrounds
- Relevant experience, preferably gained from a Technology field and / or financial services industry
- Exemplary interpersonal and communication skills, with evidence of successful interaction with senior management stakeholders
- Strong analytical skills, with proven ability to work under pressure
- Willingness to take ownership and accountability to execute and deliver on goals; strong commitment to high quality standards
- Excellent time management skills, ability to efficiently prioritize and multitask, and work under pressure to meet deadlines and team objectives
- Proven ability to influence and challenge status-quo, improve processes and drive results
- Working knowledge of Microsoft Excel, comfortable working with large amounts of data
- Previous exposure to core forecast, budget and financial reporting processes
- Background in managing Technology spend - both application development and infrastructure (Not essential)
- Understanding of internal billing & allocations (Not essential)
- University degree in business administration or accounting preferred (Not essential)
- MBA, CPA, CMA, CA (Not essential)
34
Low Touch Sales Trading Resume Examples & Samples
- Drive revenues with low touch clients
- Provide single touch point service to smaller clients
- Efficiently cover a large number of clients and ensure those clients are paying for the service provided
35
Sales / Trading Asst-reg-dallas Resume Examples & Samples
- Prepares management reports, as required
- Maintains and updates account files
- Plans, organizes and maintains effective and efficient workflow
- Accesses, interprets and applies market and client information; prioritizes flow of information; and communicates to appropriate personnel
- Assists in compliance review process
- Responding professionally to inquiries and researching and resolving problems in a timely manner
- Attending to detail while ensuring quality standards are met without impacting workflow
- Provide a high level of customer service, including demonstrating sensitivity to customer needs and responding proactively
- Work independently as well as collaboratively within a team environment
36
Junior Spot Sales & Trading Role Resume Examples & Samples
- Provide daily support to the sales & trading desk with booking, analysis and execution of trades
- Work on various projects across FX & IR products supported by the emerging markets trading desk
- Obtain extensive knowledge of the products, booking and risk systems
- 0-2 years of experience in financial services, or relevant internships
- A bachelor’s degree in a Math, Engineering or Quantitative related discipline. Master’s degree preferred
- Show a high level of initiative and independence, display a passion for building a career in sales & trading
- Portuguese or Spanish language skills a plus
37
Global Markets FX AES Execution Sales Trading Resume Examples & Samples
- Cleaning positions on books and resolving any issues
- You will also be expected to actively identify and suggest process improvements, enhancements and ideas to increase efficiency on the desk
- Basic understanding of financial services and markets
- Experience and understanding of the back office process and systems including Settlements
- Ability to prioritise and handle multiple tasks and queries
- Consistent record of working effectively as part of a small team
- Strong knowledge of FX market micro structure
- Educated to minimum degree or equivalent level