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Sales Trader Resume Samples
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Candidate Info
years in workforce
years at this job
Business Administration, Finance
Master of Business Administration
Institutional Sales Trader
Increased revenue, order flow, and institutional client base. Executed high volume of trades: Listed Equities, OTC, ADRs, Corporate Bonds, Pink Sheets, Bulletin Board, and Options. Identified potential profit opportunities for clients and firm.
- Traded equity transactions in excess of 500,000 shares and $25M.
- Improved customer service and increased direct order flow 45% from house accounts.
- Distributed research analysis, increasing revenues 30% from institutional clients.
- Implemented new trading system which reduced order execution turn around time.
Candidate Info
years in workforce
years at this job
Political Science
Senior Vice President Institutional Sales Trader/ New Business Model Originator
Increased account revenues by over 300% by leveraging key relationships
- Managed blocked trades, risk, and mentored less proficient traders
- Personally created and pitched zero-cost restructuring of Capital Markets Division to the executive board resulting in enhanced talent and increased productivity. Restructure garnered significant savings to [company name] and ultimate profitability.
- Creating a revenue-generating trading desk from boutique research execution - block crosses increased over 70% trading P&L - results produced a consistent profit
- Leveraging key contacts directly to find, hire, and negotiate compensation of bulge bracket Capital Market Manager, producers at zero fixed cost versus $300,000 the prior year
- Delivering research to 300 new and existing clients to get a useable "Quick Read" at 6am versus 8:30am
- Personal Initiative produced a net profit of $ 3,600,0000
Candidate Info
years in workforce
years at this job
Finance
VICE PRESIDENT, INSTITUTIONAL SALES TRADER
Helped establish and maintain relationships with over thirty institutional clients including hedge funds, investment advisors and banks located throughout the U.S. and London.
- Contributed to the firm's growth by increasing our team's annual commissions by 27% to more than $1.4 million.
- Retained 100% of institutional clients during my tenure as a sales trader.
- Monitored, analyzed and distributed pertinent market information, research and news to clients and sales associates.
- Achieved optimal trade execution by establishing strong relationships with position traders, floor brokers and third party vendors.
Candidate Info
years in workforce
year at this job
Political Science
Institutional Equity Sales Trader, Vice President
Responsible for European clients trading Listed and OTC shares into the US market.
- Increased business by more than 50% with the top 8 accounts by providing professional trading coverage and working closely with the research sales team.
- Introduced 4 new clients that generated over $400K in commission business in less than 1 year.
- Successfully advised clients on buy and sell points for their portfolio and trading positions by combining ING's fundamental research with technical analysis.
Candidate Info
years in workforce
years at this job
Bachelor of Arts
Ncaa Division 1 Championship Game
Equity Sales Trader
Led team to develop winning strategy to revitalize key accounts resulting in a 36 month volume increase of 200%.
- Sold full range of equity services to fund managers at various types of private and institutional firms.
- Promoted to take over key accounts and began building relationships with customer base and through my strong market knowledge and relationship management expertise, exceeded revenue targets and business goals to record level in first year.
- Pioneered key accounts, building volume and executing transactions.
- Advised on client package for Prudential Equity Research along with proprietary trading ideas.
Candidate Info
years in workforce
years at this job
Business Administration
Senior Vice President, Sales Trader: Convertibles
Responsible for covering 15 institutional accounts. Clients included a mix of hedge funds and long- only investment fund managers. Member of 12 person team, with concentration on sales and trading in convertible preferred securities and Special Purpose Acquisition Companies (SPAC's).
- Provided clients with analysis, evaluations, market insight, order flow, arbitrage and fundamental ideas, and order execution in the secondary markets.
- Generated annual revenue of approximately $3 million which accounted for approximately 20% of overall desk revenue.
- Marketed and executed several private exchange transactions of convertible securities for a range of small to large cap corporations.
- Marketed and executed transactions in new issues of convertible bonds and preferred stock.
- Marketed the IPO's and executed transactions of Special Purpose Acquisition Companies.
- Member of team that consistently achieved a top 3 lead underwriter ranking and secondary trading of SPACs.
Candidate Info
years in workforce
years at this job
Sales Trader
Substantially increased revenue through the acquisition of major accounts.
- Responsible for the development and management of large-scale accounts that generated $5M+ annually. Handled all transactions pertaining to new issues.
- Acted as a liaison between institutional clients, broker-dealer clients and over-the-counter traders to facilitate trade executions.
- Developed and maintained trusting, long-term relationships with high-level executives from key accounts. Traveled nationally and internationally to entertain clients and generate new business.
- Attended conventions to remain apprised of industry trends and establish new contacts.
Candidate Info
years in workforce
years at this job
Stockbroker; Retail & Institutional Sales Trader
Managed team focusing on brokerage and sales of institution as well as foreign and domestic securities.
- Established field services and initiated new customer contact; substantially increasing sales.
- Expanded customer base by utilizing ability to effectively communicate over the telephone.
- Consistently highest producer in sales force.
- Supervised and trained five employees.
- Acquired licensing in NASD Series 7, State series 63, and Insurance.
Candidate Info
years in workforce
years at this job
Finance
Vice President, Foreign Exchange Sales Trader
Provided clients with diverse trading and sales expertise in the G-10 and emerging market currencies.
- Significantly increased firm's global client footprint through introduction of new relationships and revitalization of existing accounts.
- Developed proficiency in building firm's market reputation and maintaining profitable client relationships.
- Demonstrated strong ability in combining product knowledge with a superior grasp of market dynamics to create revenue producing ideas.
- Participated in the launch of a new foreign exchange prime brokerage division.
Candidate Info
years in workforce
years at this job
History
Vice President- Equity Sales Trader
Fostered Stanford brand recognition and initiated key relationships to capture order flow from new institutional clients. Leveraged resources in the execution of sales to the customer and ensured transactions were in alignment with company's overall mission and strategic direction.
- Increased year-over-year business by approximately 40%.
- Developed lucrative book of business (80% hedge funds, 20% mutual funds) that generated nearly $20mm in revenue over six year tenure.
- Built-out Institutional Trading Desk via collaborative interviewing and hiring of six Analysts and four Institutional Salespeople.
- Integrated Policy Research Group into Stanford's fundamental research product.
- ABN-AMRO, LLC - Trader/Market Maker - NASDAQ Trading
- PIMCO Funds - National Accounts Manager
Candidate Info
years in workforce
years at this job
Trader/sales Trader
Trader/Sales Trader for a national $20 million dollar wholesale and retail market making firm.
- Made markets in 12,000 domestic and foreign securities.
- Acted as a liaison between the customer and the clearinghouse to ensure accurate and compliant transactions, opened customer accounts, and conducted wire and stock transfers.
- Generated over seven figures in gross revenue from corporate and individual clients.
- Strategically directed trades for over 600 NASDAQ and Small Cap Securities for various corporate and individual accounts and clients.
Candidate Info
years in workforce
years at this job
Mathematics
Finance With Concentration
Sales Trader
Marketed Equity Risk Management solutions to hedge funds, insurance companies, mutual funds and investment banks from the UBS trading floor.
- Executed and facilitated over 500 transactions, trade booking, preparation of term sheets, and logistical operations annually.
- Marketed equity risk management
- Sold and matched Exotic Equity options, Variance/Volatility swaps, and other OTC
- Integrated many international groups, especially the credit/margin specialists, to initiate and create trading opportunities
- Created commission/tracking excel spreadsheet which was implemented throughout UBS, and provided a basis for those groups using the system to be compensated for cross selling and peripheral trades
Candidate Info
years in workforce
years at this job
Sales Trader
Built and developed relationships with institutional clients, hedge funds as well as dealer sales account coverage and maintenance.
- Provided assistance to other sales traders with order flow, as well as assisting market makers as needed during high volume periods. Typical account size was over $100MM.
- Monitored and reviewed open order reconciliation and end of day processing
- Required to execute orders competitively in a very fast paced environment as well as relaying trades to market makers and to clients in a timely and accurate manner.
Candidate Info
years in workforce
year at this job
Bachelor of Business Administration
Sales Trader Assistant
Assisted with the management of clients assets - Total assets in excess of $250 million
- Executed buy and sell orders with traders for Listed and OTC stocks, Municipal Bonds, Mortgage Backed Securities and Option transactions
- Responsible for the computing, and conveying all financial, economic and political data effecting the value of equity and bond positions
- Coordinated equity syndicate business-soliciting clients for indications of interest, compiling data on offerings, and attending management presentation meetings
- Oversaw and ensured the processing of stocks transfers, margin and reorganizing items
- Communicated daily updated bond and equity prices to clients, and discussed trading and investing strategies
Candidate Info
years in workforce
years at this job
Business Administration
Equity Research Sales Trader
Advised institutional clients including Hedge Funds, Mutual Funds, Pension Funds, and proprietary trading desks on a research and execution basis.
- Established ten paying account relationships from equity research and trading strategy sales.
- Provided portfolio managers, traders, and analysts with daily fundamental, macroeconomic, and technical research, as well as, intraday market color from the equity, equity derivative, and fixed income markets.
- Executed client equity derivative orders using electronic trading platforms, floor brokers, and in-house proprietary trading desk.
- Evaluated the performance of floor brokers to ensure that clients consistently receive executions of superior quality.
Candidate Info
years in workforce
years at this job
Finance
Sales Trader
Managed relationships with buy-side and sell-side customers on the trading floor of the New York Stock Exchange.
- Organized and managed the order flow on a daily basis enabling customers to execute trades.
- Resolved trading issues to ensure clearance in a timely manner.
- Liaised with the customer back office operations department to resolve issues.
- Monitored and disseminated news and financial market resources for information that would benefit customers.
Candidate Info
years in workforce
months at this job
Economics
Italian Language Course
Equity Sales Trader
Independent Italian investment bank recognized as having one of the best Sales and Trading teams in the country.
- Executed multi-million Euro long-short equity orders for institutional clients and acted as a market maker on the Borsa Italiana.
- Worked closely with Head of Sales Trading analyzing in-house research, technical market signals, and volatile market conditions, in order to develop trade ideas for the firm's proprietary account.
- Reconciled account balances at end of each day and organized roadshows to maintain client relationships.
- Created and updated reports identifying all listed companies under take-over bid or raising new capital.
- Reviewed and translated analysts' daily financial notes from Italian into English, which were distributed every morning to international clients.
Candidate Info
years in workforce
years at this job
Assistant Manager, Sales Trader
Traded Japanese Equity, Convertible Bond, Warrant for hedge, pension and investment funds
- Established and maintained excellent relationship with U.S.A based clients
- Promoted from a middle office position in 1992 based on excellent work performance
- Maintained client's information and reconciled principal trades as middle office
- Provided support for Equity and Convertible Bond sales for Japanese clients
Candidate Info
years in workforce
year at this job
Finance Club
Business Administration
Senior Sales Trader
Managed a team of seven sales traders and traders in Equities and Fixed Income instruments.
- Assisted the Managing Director in setting the KPI's for the traders and sales traders.
- Devised trading strategies and advised clients on investment strategies.
- Assumed control of the syndication desk on primary issues.
- Wrote weekly and monthly summary reports for the Managing Director.
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