Trading Associate Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the trading associate job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

A Bailey

Alanna

Bailey

7820 Schmitt Valleys

Chicago

+1 (555) 535 5499

7820 Schmitt Valleys

Chicago

Phone

p +1 (555) 535 5499

Experience Experience

New York, NY

Trading Data Analyst Associate

New York, NY

Conn, Veum and Hudson

New York, NY

Trading Data Analyst Associate

Designs and develops new and enhanced functionality for capturing, manipulating and publishing large quantities of market and trading information from a variety of sources and protocols. Works with development team to fix and optimize existing data flows according to the project development lifecycle
Provides data expertise to business & functional analysts and development teams during project lifecycle
Working knowledge of RDBMS/SQL
Participate in analyzing data quality issues and provide expert knowledge to the local support teams to actively fix real-time issue resolution
Working knowledge of UNIX, Linux
Authorizes additional data sets across the platform, both internal and external application feeds
Interacts with clients (Business & Technology) to adopt data and leverage functionality across strategic technology platforms

New York, NY

Trading Associate, Fixed Income

New York, NY

VonRueden, Jones and Medhurst

New York, NY

Trading Associate, Fixed Income

Works with other traders and portfolio managers to ensure investment decisions are consistent with portfolio objectives and constraints
Develop other short end trading capabilities
Provide weekly update at team meeting on short term rates, and market expectations with respect to Federal Reserve Board strategy
Proficient in the identification of potential fixed income trading opportunities and communicating them to the portfolio managers and research staff
Monitors market movements, the economy, issuer events and regulatory environment to develop relative value opinions and market outlook
Along with other traders, serve as liaison between Wall Street community, portfolio managers, credit analysts and clients
Develop cash strategy to maximize returns across both general and separate accounts

present

Philadelphia, PA

AM, UMA Trading Coordinator, Associate

Philadelphia, PA

Greenfelder Inc

present

Philadelphia, PA

AM, UMA Trading Coordinator, Associate

present

Create trade blocks, manage orders and execute trades across managed account business including the following
Relationship management with external sponsor operations and trading desks along with daily support of internal clients (portfolio management, JPM trading desk, business managers)
Participate in the planning and development of new business processes while working closely with various business partners (technology, operations, sales) to help build business scale and efficiency
Daily communication and coordination with various teams within managed accounts to research and resolve issues
Building and coordinating portfolio changes initiated by PM's
Managing tax harvesting requests
Monitor and evaluate procedures while offering suggestions for enhancements

Education Education

Bachelor’s Degree in Computer Science

Southern Illinois University Carbondale

Bachelor’s Degree in Computer Science

Skills Skills

Build solid relationships with wealth advisory teams and other departments within Mariner including investments, compliance, etc
Manage and prioritize multiple time sensitive tasks
Responsible for trade execution and oversight as requested by advisors with focus on accuracy and timeliness. This does not involve decision making on trades, but rather simply executing a high volume of trades as requested
Collaborate with team and cross functional areas on projects ranging from software discovery/implementation, onboarding of new firms to current trading systems and processes, improvement of current processes utilizing available technology, etc
Setup and maintain/trade asset allocation models in trading system(s)
Review and update trading system settings to ensure trading efficiency and accuracy
Assist in implementation of latest technology/software

Create a Resume in Minutes

15 Trading Associate resume templates

Read our complete resume writing guides

Trading Data Analyst Associate Resume Examples & Samples

Designs and develops new and enhanced functionality for capturing, manipulating and publishing large quantities of market and trading information from a variety of sources and protocols. Works with development team to fix and optimize existing data flows according to the project development lifecycle
Engages with business and technical stakeholders to understand requirements and to drive the highest quality capture of time-series data
Participate in analyzing data quality issues and provide expert knowledge to the local support teams to actively fix real-time issue resolution
Provides data expertise to business & functional analysts and development teams during project lifecycle
Interacts with clients (Business & Technology) to adopt data and leverage functionality across strategic technology platforms
Provides expertise to development teams to enable self-service data management tools
Enforces strategic usage of data and functionality within the platform
Works with Business and development teams to enable new data sources within the platform as required
Manages configurations to enable additional content to be added or created by the system
Authorizes additional data sets across the platform, both internal and external application feeds
Works with data development team to provide functional requirements and specifications to build content management tools

Cib-market Risk High Frequency Trading Associate Resume Examples & Samples

Experience building / maintaining and troubleshooting expansive libraries / systems
Demonstrated ability to transform complex data into intuitive visualizations
Event-driven programming frameworks
Experience using other Object-Orientated Programming languages: R, Perl, Matlab, C++, etc

Equity Trading Associate Resume Examples & Samples

Equity trading, rebalancing portfolios, dealing with street relationships, understanding of macro and real estate equity trading products
Utilizing spreadsheets, internal trade execution systems, and Bloomberg
Organize/file trade tickets
Track post trade analytics
Review data integrity and functionality for systems development

Analyst / Associate, FX Short Term IR Trading Resume Examples & Samples

Building pricing models
Analyzing markets
Pricing customer deals
Managing risk from client flows
Deep and abiding interest in international political economy
Interest markets
Extraordinarily hard worker

AM, UMA Trading Coordinator, Associate Resume Examples & Samples

Create trade blocks, manage orders and execute trades across managed account business including the following
New account initial investing
Managing cash and security activity in clients accounts
Liquidating accounts
Building and coordinating portfolio changes initiated by PM's
Monitoring accounts for model drift and strategy deviation
Managing tax harvesting requests
Participate in the planning and development of new business processes while working closely with various business partners (technology, operations, sales) to help build business scale and efficiency
Relationship management with external sponsor operations and trading desks along with daily support of internal clients (portfolio management, JPM trading desk, business managers)
Daily communication and coordination with various teams within managed accounts to research and resolve issues
Monitor and evaluate procedures while offering suggestions for enhancements
Consistently shows good judgment in risk and controls
Prioritizes work appropriately and independently; acts with a sense of urgency to deliver accurate, timely results
Ability to multi task and work in a fast-paced, growing environment
Demonstrates accountability and responsibility for his/her actions and results at all times
Demonstrates consistency between communicated messages and actions

Trading Associate, Fixed Income Resume Examples & Samples

Develop cash strategy to maximize returns across both general and separate accounts
Provide weekly update at team meeting on short term rates, and market expectations with respect to Federal Reserve Board strategy
Proficient in the identification of potential fixed income trading opportunities and communicating them to the portfolio managers and research staff
Works with other traders and portfolio managers to ensure investment decisions are consistent with portfolio objectives and constraints
Along with other traders, serve as liaison between Wall Street community, portfolio managers, credit analysts and clients
Monitors market movements, the economy, issuer events and regulatory environment to develop relative value opinions and market outlook
Research and monitor money market sweep funds to achieve highest rate while complying with portfolio guidelines
Develop other short end trading capabilities
Must possess a solid knowledge of fixed income markets
B.A. or B.S. with 2-3 years fixed income experience
Progress towards MBA and/or CFA preferred
Must be able to work in a time sensitive environment, have a strong attention to detail and have the ability to multi-task
Intermediate proficiency in analytical, statistical, programming or database tools a plus

Trading RDP Associate Resume Examples & Samples

Study for Series 7/66 or required department licensing
Oral review of three rotations
Community Service Day, Competitive Strategies, Branch Visits, Know Your Customer Class, Microsoft Excel and Presentation training, and Speaker Series presentations
Learn fundamentals of fixed income and equity markets
Support our branch teams in delivering appropriate solutions to our clients

Equity Trading Ops Associate Resume Examples & Samples

Ability to build effective relationships with Trading, Sales groups along with other support functions (Financial Controllers, Technology, projects group)
Partner with the project group and IT to ensure that business requirements are conveyed accurately in order to guarantee intended deliverables
Ensure that operational needs are escalated to management in order to deliver solutions in a timely manner, be it tactical or strategic, or both
Review and analyze weekly performance and key metrics reports for derivatives operations group

Associate Trader, Municipal Trading Resume Examples & Samples

(Fixed Income) Execute odd-lot retail client liquidations with limited guidance and effectively manage corresponding inventory positions with limited retail-structured capital commitments
Demonstrated understanding of market analytics, including economic, credit specific, political, etc. impacts
Deliver client service excellence by researching and resolving general and non-routine branch inquiries
Ensure best execution and understand all firm and industry regulatory requirements
Establish an in-depth understanding of internal and external trading systems and related tools
Complete projects to support the trading desk's business plan, including assisting with operational excellence initiatives
B.A./B.S. degree in business, economics, finance, or quantitative related field
Successful completion of Associate Trader I responsibilities or equivalent industry experience
9+ months of financial service experience required, capital markets preferred
Basic knowledge of capital markets analytics, trading strategies, and risk management techniques
Basic knowledge of internal and external trading systems and related tools, including, but not limited to, Bloomberg, DSTS, and 3rd party electronic trading platforms
Series 7 and 66 required; additional desk specific licenses are required within 6 months (52 Munis; 55 Equities; CSC Canada, based on corresponding testing windows)
On a daily basis, gather relevant facts, news, and utilize knowledge of firm processes in order to answer more complex trading related branch inquiries. May provide guidance to a branch on execution strategies for orders

Trading Associate Resume Examples & Samples

Analyze US power transmission and generation fundamentals
Forecast congestion patterns and opportunities
Monitor and analyze congestion trends
Assist traders
Develop tools and processes to improve routine tasks
Support adhoc project requests

Latin Trading Associate Resume Examples & Samples

Review of risk reports and execution of hedging transactions across multiple asset classes: Rates, FX, Credit
Manage Leveraged Finance book, including margin calls, collateral substitutions and trade restructuring
Assist with optimization of the desk’s financial resource usage (B3 exposure, TCD)
Work in teams with the traders to originate/price new transactions using sophisticated quantitative models
Optimize funding of the trading books and manage it on daily basis
Reconcile PnL across trading books and maintain history of PnL sources/explanations
Work closely with Sales and Structuring and respond to various requests from clients on existing transactions

Associate Trading Systems Admin Resume Examples & Samples

Collaborate and provide solutions of other groups within ER&T such as Accounting and Settlements
Design and build system extensions using SQL and JavaScript
Collaborate with Internal and External clients to implement upgrades and solutions into production
Bachelor’s degree in computer science, information systems or equivalent
Minimum of 2 years of experience working in a technical role
The candidate must be technically proficient with relational databases, SQL, and JavaScript technologies and have excellent analytical and problem solving skills
Experience with PCI – Power Costs Inc, Bidding and Scheduling platform
Experience with the PJM RTO External Scheduling System
Experience with Test Automation and Test Automation tools
Experience with business intelligence and reporting tools (SSRS, Tableau, Spotfire, SAS)
Candidate focuses efforts on attaining high quality, timely and measureable performance outcomes
Sets high standards of performance for self and others and assumes responsibility for supporting mission critical systems and successfully completing project tasks
Demonstrates appropriate attention to customer needs and requirements when making decisions and taking action
Makes customer satisfaction a priority and works to exceed expectations of customers
Some background relating to Trading and Risk Management systems, database management and report writing/database analysis
Understanding of the energy industry data needs and knowledge of energy and/or commodity trading
Candidate has worked with commodity trading and risk management platforms for a period of 0-2 years
Has ability to develop application extensions using JavaScript or C#

Analyst\associate Trading Resume Examples & Samples

Bachelor's degree in Finance, Economics, Statistics, or the equivalent
Zero to three years' experience in the financial markets
Good understanding of economics and the effects of policy change on asset prices
Skills including Bloomberg, Microsoft Excel, and Powerpoint
Administrative duties including but not limited to trade input, inventory management, and settlement process
Risk management within the defined parameters of the Bank Limit Control Sheet
Liaise between traders and the operations teams in New York and Canada to solve and correct any trade and settlement issues
Market making in spot precious metals and forwards to clients both internally and outside the bank
Maintain positions and coordinate with chief dealer on all limits and hedging strategies both OTC and futures exchanges

Associate, Global Treasury Trading Resume Examples & Samples

Degree in Business, Economics or Finance
Quantitative knowledge will be an advantage
Programming skills (ie. in VBA) will be an advantage
Interest in the financial markets and in particular the foreign exchange markets

Senior Trading Associate Resume Examples & Samples

Responsible for trade execution and oversight as requested by advisors with focus on accuracy and timeliness. This does not involve decision making on trades, but rather simply executing a high volume of trades as requested
Complete cross checks around trading as needed and recommend improvements to current processes. Ensure that all trading team processes are up to date and being run as often as required
Manage and prioritize multiple time sensitive tasks
Setup and maintain/trade asset allocation models in trading system(s)
Review and update trading system settings to ensure trading efficiency and accuracy
Assist in implementation of latest technology/software
Other projects, as needed
Aptitude for technology, able to embrace change, and a strong desire to learn
Excellent analytical, written and verbal communication, and phone skills
Experience with various trading systems, a plus (Orion, Moxy, Tamarac, and/or other systems)
Proficient in Excel (including VBA), a plus
Management experience, a plus
Bachelor’s degree in Accounting, Finance , IT or other related business major required
Minimum 1-3 years Trading or Operations experience preferred

Technology, PWM Trading Booking, Associate Resume Examples & Samples

The successful candidate will help Trading and Sales desks, Operations and do their work on order and execution management more effectively and efficiently
Exposure to new and exciting technologies applied in a thoughtful and commercial manner
Strong team working and communication skills are essential to manage the business interaction and the global nature of projects
A passion for application development best practices, TDD and clean code are a must
As the successful candidate will work across the stack, a technology agnostic approach is vital
4-7 years commercial experience- Java, J2EE, SOA, JavaScript,Sybase, DB2, Hibernate
MongoDB & Gemfire

Associate Director, Trading Resume Examples & Samples

UMA platform execution and maintenance: Investing new assets, tax transitions, rebalancing and liquidating accounts
Monitor and interpret drift reports, taking action with little guidance as necessary
Scheduled portfolio and trade validation: confirming accuracy of trades and allocations in client accounts, both pre and post trade
Manage executions among a diverse number of custodians and counterparties
Perform other duties, as assigned by Head Trader, COO, or project management
Assist trading desk team by responding to email inquiries from Portfolio
Managers, Trade Operations, and Research counterparties
Continuously improve the trading process and procedures to gain efficiencies and improve trade execution, including
Individual must have a BA/BS in finance or a related field plus 5-7 years of related experience
Strong judgment, great telephone and organizational skills, time management
Team is seeking a detail-oriented individual who has the ability to multi-task in a fast paced environment
Recommended Series 7 and 66 or 7, 63 and 65

Portfolio Trading Associate Resume Examples & Samples

Collaborative and friendly team environment
Opportunities to develop and grow within the company
Health and Wellness programs including discounted corporate fitness membership and nutritional seminars
Modern, conveniently-located facilities
Community involvement including OneWalk to Conquer Cancer, Bay Street Hoops and more

Associate, FX Forwards Trading Resume Examples & Samples

A strong interest in the markets
A strategic business understanding
Clear risk and controls discipline
Qualified Chartered Accountant
Degree educated (2:1) or equivalent

Associate, Money Market Trading Resume Examples & Samples

Undergraduate University degree and MBA/Masters in Finance, Commerce, or Mathematics an asset
Minimum 3 years of related business experience is a requirement
A results-oriented self-starter who will show a keen interest or experience in the Money Market business
Strong interpersonal, communication and negotiation skills
Solid understanding of financial markets, credit risk and market risk in order to effectively structure trades and evaluate risk
Proven ability to pay close attention to detail and execute transactions within tight timeframes with an analytic/systematic approach
Strong writing and oral communication skills, incorporating the ability to explain detailed financial analysis
Thorough and adaptable; and
Team-player with a desire to collaborate