Trading Assistant Resume Samples

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Trading Assistants provide support to senior traders with their everyday activities. A typical Trading Assistant example resume lists duties such as performing research, implementing logistics, verifying the daily pricing of goods, arranging meetings, and identifying business opportunities. The strongest resume samples emphasize very good communication skills, the ability to analyze and interpret data, computer competencies, team work, attention to details, and stress management. Candidates are required to have a degree in fields such as accounting, finance, math, statistics, investment analysis or econometrics.

For more information on what it takes to be a Trading Assistant, check out our complete Trading Assistant Job Description.

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1

Trading Assistant

  • Initiate timely purchase and sale orders of futures to hedge options trades for proprietary trading firm. Minimized trading costs by 25%.
  • Direct interest rate option position analysis to reduce risk and enhance trading.
  • Automated reconciling of accounting with clearinghouse. Developed spreadsheet to verify and match accounts.
  • Oversee margin software to identify margin call risk and strategize lower cost scenarios. Decreased costs by 30%.
Candidate Info
19
years in
workforce
7
years
at this job
BS
Business Administration
Chinese
2

Trading Assistant

  • Conceptualized swap payment verification system for a unified method of verification, notification and settlement of all swap payments for over 200 swaps and eliminated 99% of operational errors
  • Implemented daily marked to market verification of all derivative positions between in-house accounting
  • Liaison between internal legal groups and broker legal groups for the interpretation and implementation of ISDA documentation
  • Confirmed daily derivative trade activity with brokers, identified and resolved problems
Candidate Info
2
years in
workforce
7
months
at this job
BS
Finance
3

Trading Assistant/junior Trader

Executed single stock, risk arbitrage and share class spread orders, managing up to 12 deals a day; allocated to proprietary desk and clients

  • Executed third market crosses for proprietary desk and clients to increase commissions generated by the department
  • Entered and allocated prime broker stock and option trades; coordinated with back office to ensure timely settlement
  • Coordinated with back office to open proprietary prime broker accounts
Candidate Info
8
years in
workforce
2
years
at this job
BA
International Studies
MS
Master of Science
4

Senior Trading Assistant

Lead team through department reorganization and 80% increase in assets under management

  • Successfully improved processes and implemented new more efficient fixed income trading platform
  • Interviewed new candidates for hire and assessed leadership potential
  • Portfolio analysis detailing duration exposure and tracking error to managed index
  • Provided excellent service to analysts and traders making investment decisions resulting in minimal portfolio tracking error
  • Strategized with sales assistances to streamline the trade allocation and verification process
  • Communicated client allocations for billions of dollars of MBS, municipal, treasury, corporate, and equity securities on a daily basis
  • Managed flow of legal confirms for swap transactions and reviewed reports for accuracy to minimize legal risks
  • Published reports for analysis detailing market values for all managed portfolios
Candidate Info
6
years in
workforce
5
years
at this job
BS
Business Administration
MA
Master of Arts
5

Senior Trading Assistant

Responsible for executing trades of 1-3 million shares of institutional and convertible arbitrage stock orders in excess of one hundred and twenty million dollars ($120,000,000.00) per day

  • Successfully managed the receipt, execution and administration of multiple convertible arbitrage and equity order flows
  • Resolved daily trade breaks for all clients, including step outs and Profit & Loss
  • Supervised and successfully developed thirty junior trading assistants to higher levels of responsibility
  • Successfully managed a high value book of business with the firm's top 50 clients
Candidate Info
8
years in
workforce
4
years
at this job
6

Fixed Income Trading Assistant/ Intern

  • Job shadowed fixed income traders; constructed business flow procedures to provide new traders with a step by step reference kit.
  • Provided direct support with trade problems to approximately 15 traders in various bond markets.
  • Managed and controlled the fixed asset trade computations on a daily basis.
  • Successfully implemented operation systems which reduced length of completion of activities by 70%.
  • Rotated between various bond market traders in order to gain knowledge of practices and procedures.
Candidate Info
7
years in
workforce
5
months
at this job
BS
Business Administration
MS
Management
7

Trading Assistant

Executed futures and foreign exchange trades.

  • Reported trade breakdowns to floor brokers.
  • Reconciled inconsistencies between front and back offices.
  • Confirmed trades with banks and brokers on a daily basis.
  • Developed more effective and accurate procedures, including position reports,
  • Prepared month-end reports for both futures and foreign exchange.
  • Dealt directly with auditors.
  • Coordinated and implemented computer network installation companywide.
Candidate Info
2
years in
workforce
2
years
at this job
BS
Finance
8

Trading Assistant

Responsible for generating and analyzing regularly scheduled portfolio reports, investment holdings reports, and general business processing reports. Managed research efforts related to bond pricing and the firm's cash availability. Executed trades on behalf of the company on a daily basis.

  • Prepared and maintained investment holdings reports for portfolio manager on a daily basis
  • Generated monthly portfolio analysis reports
  • Calculated cash available for daily investing
  • Researched bond pricing on Bloomberg for fund account managers on a daily basis
  • Reviewed portfolio valuation for accuracy of pricing and holdings
  • Entered company's daily bond transactions into investment software system
Candidate Info
8
years in
workforce
2
years
at this job
AS
Accounting
BBA
Bachelor of Business Administration
9

Broker/trading Assistant

  • Assisted senior brokers in producing an average client return of 11.3%.
  • Advised and executed equity orders for a book of 10 clients.
  • Dialed 500+ cold calls daily and processed account transfers from previous brokers.
  • Provided market color: order flow, technical support and resistance, fundamental analysis and breaking news.
Candidate Info
8
months in
workforce
8
months
at this job
BS
Finance - Gpa: 367 / 400
10

Trading Assistant - Equity Finance Desk

Monitored and analyzed counterparty credit by using CVAR calculations and reported any trade overshoots to risk
department

  • Partnered with developers to create streamlined process for daily trades to ensure internal credit risk compliance
  • Generated various P&L breakdowns and maintained trade books on a daily basis for the equity finance desk
  • Assisted traders with front-office operations; activities included trade ticket creation, collateral loan balance
  • Owned and ensured quality of transactions when interacting with trading counterparties
Candidate Info
2
years in
workforce
8
months
at this job
BS
Business Administration

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