Equity Sales Trader Resume Examples

Equity Sales Traders represent institutional clients on the equity marketplace by completing the following duties: conducting research, providing trading ideas, identifying new marketplace trends, executing client orders, ensuring risk management, and providing expert analysis on market conditions. Essential qualifications observed on most Equity Sales Trader resume samples are business acumen, teamwork, being able to work in a fast-paced environment, experience working with hedge funds, and knowledge of industry regulations. Successful resumes in the field make display of a degree in business or finance.

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Equity Sales Trader Resume Samples

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0-5 years of experience

Transacted $1.2 billion annually of Canadian equities on behalf of pension, retirement, hedge and mutual funds.
Cold called new business prospects, winning ten new hedge and mutual fund clients generating $5 million in annual sales
Managed 23 existing trading accounts increasing business by up to 75% with select accounts.
Managed and increased trading desk relationships with three of the ten top accounts (Fidelity, Sanford Bernstein, and Dreyfus).
Implemented morning meeting best ideas into value for clients.

6-10 years of experience

Monitored securities markets and bought or sold equity products based on financial data and research
Applied financial acumen and securities markets knowledge to evaluate stock or preferred stock information and made investment decisions
Exposure to institutional trading, rights/warrants offerings and firm capital commitment
Supervised the firm’s operations on the NYSE floor and ensured compliance with NYSE, FINRA and SEC regulations

10+ years of experience

Managed and traded domestic equities utilizing ARCA, Sigma-X, and Dark Pools
Conducted evaluations of daily executions and performance
Performed volatility, fundamental, and technical research analysis
Monitored market activity, conditions
Disseminated market intelligence to customers relevant to positions
Correlate with salesman in regard to customer requests
Facilitate consumption reports to clients regarding DeMatteo Monness portal usage

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Last edited by: Gabriela Barcenas, CPRW, Content Writer II -

Gabriela Barcenas

CPRW, Content Writer II

Gabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.

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