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6-10 years of experience
- 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%.
0-5 years of experience
- 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
0-5 years of experience
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
0-5 years of experience
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
0-5 years of experience
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
0-5 years of experience
- 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.
0-5 years of experience
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.
0-5 years of experience
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
0-5 years of experience
- 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.
0-5 years of experience
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
0-5 years of experience
Assisted the Head Trader who was responsible for running a proprietary book of business which focused on distressed securities.
- Entered orders on the Firms In-House Trading system
- Researched and resolved failed trades and trade discrepancies
- Generated error and P&L reports and compiled statistics for Key Production Indicators for Senior Management review
- Knowledge of Fixed Income Securities
- Licenses include Series 7, 63, and 25
0-5 years of experience
Assisted team of over 60 portfolio managers and traders with review of offerings, buy and sell trade entry and reconciliation
- Acted as primary liaison between portfolio managers, traders, and external broker-dealers daily
- Prepared weekly forward calendar of new bond issues for traders, portfolio managers, and credit analysts
- Created detailed client holdings discrepancy reports for portfolio managers
- Attended all global portfolio management and market discussion meetings
0-5 years of experience
Interacted with traders and sales force to resolve discrepancies on customer trades.
- Analyzed daily P&L reports and verified end of day marks to ensure pricing accuracy.
- Provided all aspects of trade support functions for corporate high grade, high yield and distressed trading desks.
- Performed balancing of positions between front end trading systems and back office books and records.
- Coordinated with corporate actions group on upcoming reorganizations and discussed voluntary actions with traders to insure positive financial impacts.
- Monitored all daily inter-market broker-to-broker corporate bond transactions for trade errors and perform required corrective action.
0-5 years of experience
Alternative Investment Manager and Commodity Trading Advisor specializing in futures contracts, forward contracts, exchange of futures for physical transactions, cash commodities, and FX options
- Handled middle office and operational procedures related to trade input, documentation, settlement, and confirmation with brokers
- Prepared, checked, and corrected trade tickets prior to execution utilizing risk, portfolio levels, and allocations
- Designed and produced custom reports to monitor profit and loss, open trade equity and positions
- Handled all daily trade breaks, communicating with counterparties to correct and executing brokers to correctly allocate trades
- Monitored positions and daily trades to ensure completeness and accurate reporting of mutual fund NAV
6-10 years of experience
Assisted Specialists traders in executing buy and sell orders for clients and reviewed the P&L for price or quantity discrepancies
- Prepared executed buy and sell reports for distribution to clients in a timely manner
- Reviewed trade reports for clients against the P&L for accuracy
- Assisted in communicating market conditions to clients and trading desk
- Supported and facilitated the entry of buy and sell orders for clients
- Posted balances and in-balances of equity stocks and informed trading desk of situation.
- Supported Specialists Traders and trading desk in solving price and trade discrepancies.
- Assisted Specialists Traders in providing stock quotes to clients, reviewed trading transactions and P&L oversights.
6-10 years of experience
Assisted four municipal bond traders by maintaining multiple live trading websites, handling and resolving trade problems, inputting municipal trade tickets
- Managed three trading accounts by checking account’s balances and trade history to keep all accounts within compliance of the Securities and Exchange Commission
- Developed, implemented, and upheld a filing system for all client accounts, bond tickets, and daily reports
- Proficient in MS Word, Excel, Outlook, and PowerPoint
- Organized with the ability to multi-task and maintain a high level of accuracy
- Able to learn new concepts quickly
0-5 years of experience
Operated as an all caps generalist- focusing on Manufacturing, Cyclical, Consumer, Transports and Technology industries
- Maintained and monitored financial models of portfolio companies and prospective holdings utilizing research tools.
- Performed research through 300+ conversations with senior management, industry consultants and the customers, suppliers and competitors of targeted companies
- Input trades, provided traders with time sensitive data and checked trade executions
- Monitored and updated calendars for ex-dates, earnings announcements, press releases, offerings, and insider activity
- Attended industry conferences, group lunches and Bloomberg seminars to help identify trends and develop contacts
- Ran custom screens and monitor seasonal trends for idea generation
- Created and proofread marketing materials including: performance tables/graphs, investor PowerPoint presentation, quarterly
0-5 years of experience
Processed corporate and municipal bond executions for the [company name] division
- Assisted traders in managing phones, relaying orders and fulfilling inquiries
- Reviewed trade details with sales associates to ensure all information was accurate and to prevent regulatory discrepancies
- Managed trade flow to ensure timely execution by the trader, maximizing turnover, minimizing risk and exposure along with adhering to regulatory reporting
0-5 years of experience
- Analyzed and consolidated various market metrics to help mitigate risk associated with the market making process.
- Facilitated daily hedging of convertible portfolio to both facilitate customer flow and hedge proprietary equity risk.
- Liaise between market makers and customers to ensure coordinated and effective flow of information to help facilitate trading activity.
- Developed spreadsheet and technology solutions to help deliver daily market-making data to our customer base.
- Worked with middle and back offices to insure proper reporting and settlement of all trades.
0-5 years of experience
- Reviewed, processed and priced all structured credit trades on a daily basis.
- Worked closely with traders/salespeople in order to resolve discrepancies and inquires from internal/external parties.
- Conducted daily pricing of option/warrant books to monitor risk and mark to market fluctuations.
- Performed weekly/monthly pricing of client portfolios to report changes in client positions.
- Created, maintained and reconciled portfolios/baskets relevant to tranche credit trades and products.
0-5 years of experience
Booked exotic equity trades (options, Reg S notes, 144a notes, DTC settle) into trading risk systems
- Managed the lifecycle of exotic equity trades from inception through maturity
- Calculated P&L and risk (greeks) during a trade during a trade’s lifecycle
- Calculated daily events for securitized products (coupons, knock outs, expirations) and coordinated events with settlement teams and counterparties
- Interacted with traders and business controllers to resolve P&L and trading issues
0-5 years of experience
Provided ongoing support to Traders to facilitate the execution of buy/sell orders.
- Functioned as a primary liaison between Traders and valued clients.
- Maintained customer relations to build and retain long-term client loyalty.
- Performed data entry of all trade transactions and reconcile discrepancies between database records and manual reports.
- Coordinated extensive travel/maintained calendars
- Coordinate/plan/facilitate meetings
- Composed and typed correspondence and memos
0-5 years of experience
- Oversaw the transfer of assets from the former market making business into the non-core portfolio
- Responsible for the reconciliation of risk and P&L between each business during the transfer process
- Managed the trade capture process of 4 traders; cross checked their manual input versus recaps provided by our external sales coverage and activated the trades in the risk management system
- Communicated regularly with traders and clients to confirm new trade details
- Assisted the traders during their daily risk sign-off and helped resolve any breaks
0-5 years of experience
- Assisted in daily trading operations with various trading platforms and brokers globally
- Verified and updated accuracy of currency rates in foreign subsidiary transactions
- Prepared daily P&L detailing performance of four foreign currencies for Global Banking Market Division
- Maintained records for all transactions in a database and gave weekly reports to the line supervisor
- Reviewed the daily cash transactions and updated cash projections spreadsheet to reflect cash flows
0-5 years of experience
- Created dashboard to diversify 3 asset types (Equity, FI, FX) annual trading performance in Tableau
- Reconciled monthly gross commission details for 12 SSgA clients using MS SQL and Excel
- Compiled monthly reports for Portfolio Managers located in different trading desks for internal release
- Ran weekly reports for minority brokers and distributed to SharePoint for internal use
- Assisted in updating and maintaining the trading records in GUI database
- Communicated with clients to address discrepancies or concerns on reconciliations
0-5 years of experience
- Earned Series 7, Series 63, and Series 3 securities licenses.
- Calculated cash/futures basis prices, trading positions, and trade profit & loss.
- Created trading spreadsheets and resolved trade discrepancies and ticket errors.
0-5 years of experience
Assisted senior sales trader with firm’s morning/overnight market commentary
- Starting at 5:30am, aggregated a full spectrum of market news including commodities, currencies, debt
- Monitored earnings announcements and calls in real time and contributed to morning equity meeting
- Produced full solo report when trader was unavailable and was given discretion and full responsibility for earnings, M&A and other sections of multipage commentary and report on a daily basis
0-5 years of experience
Performed daily trade and P&L checks to ensure accuracy in firm’s records; Assisted in calculating P&L
- Developed real-time analysis technique for measuring certain risk metrics; Performed real-time risk analysis
- Updated and checked volatility inputs in firm’s theoretical pricing model
- Learned option theory, pricing, and volatility through instruction by firm and self-directed study
0-5 years of experience
Worked with back office in settling trade breaks or discrepancies with trades for the sales desk
- Opened, managed and maintained customer accounts for municipal sales force
- Developed relationships and established fluid line of communication with back offices of other firms
- Helped traders and sales team in identifying favorable opportunities in the municipal bond market
0-5 years of experience
Accountable for timely execution of options orders while maintaining best price for the customer
- Assisted traders with monitoring of positions using Microhedge to determine delta, gamma and vega
- Facilitated the timely flow of news and market events to traders
- Reconciled trade breaks and trained new employees on protocol
6-10 years of experience
- Administered the effective and timely execution of trades between Specialists and brokerage firms.
- Maintained, advised and facilitated Specialists’ own stock inventory
- Investigated and resolved controversial trades during and after trading sessions
0-5 years of experience
Responsible for blotter trades, documenting all transactions, tracking and reporting positions
- Confirmed trades & settle transactions in a timely manner
- Managed day-to-day trade settlements
- Research Via. FastTrack and Bloomberg
- Researched and resolve discrepancies during trade day
- Liaison for all involved in operations process: brokers, agents, traders and back office staff
- Extensive interaction with senior level executives, clients and counterparts
0-5 years of experience
Ensured efficient operations for Sales/Traders with all facets of buy-side trading including executing transactions allocations and settlements. Work closely with the accounting and operations departments for daily trade reconciliation and notification. Track and verify trades. Check accuracy of processed trades and resolve discrepancies. Act as main point of contact for the Institutional-dealer contacts. Maintain the integrity of spreadsheets and databases. Compile analysis and reports as needed.
- Prepared daily spreadsheets monitoring numerous ongoing projects. Oversaw status of projects by continually gathering information and following-up with management and staff.
- Developed summary reports of order entries to identify activity patterns and sales trends.
- Maintained a customized order entry process to meet customers’ specific ordering needs, improving accuracy, on-time delivery, and customer satisfaction
0-5 years of experience
Worked on trading floor consisting of five portfolio managers and two traders which included screening and directing calls on a sixty button console.
- Responsibilities included; typing and sending out broker inventories for investment managers.
- Other duties included; supporting portfolio managers and traders in the buying and selling of municipals,
- Interfaced with brokers and investment managers on daily market inventories, calculated and executed daily
0-5 years of experience
Input new account data and updated daily utilizing customized database. Modified account data as determined by traders.
- Entered daily and weekly municipal bond rates; sent rates to clients as requested.
- Logged in data for commercial paper trades. Utilized various computer programs to determine interest, commission and total par values. Responded to client telephone inquiries and directed calls appropriately.
- Maintained a clear and concise file management system.
- Performed audit preparation as needed, ensuring accuracy.
0-5 years of experience
- Managed all overnight investments.
- Executed term trades at Portfolio Manager’s direction.
- Developed relationships with direct commercial paper dealers, banks, and broker dealers.
- Ensured all cash numbers were updated accurately and on a timely basis. Inputted all trades into internal trading system.
0-5 years of experience
- Assist 3 equity traders by facilitating the receipt and delivery of securities to fulfill stock and bond orders; take market order prints, answer phones, respond to emails
- Managed client trust accounts, account receivables, write offs and payment reversals
- Confirmed trades and resolved discrepancies with dealers; managed client account month-end pricing
- Prepared accurate daily trade blotters and manually calculated commissions
- Verified accuracy of client account invoices and other accounting documents
- Posting to client accounts and processing discrepancy payments
- Reviewed client account data and related documents for compliance
10+ years of experience
- Acquired Series 3 license to trade commodities
- Placed commodity trading orders for brokers and their clients
- Account management; reconciled trades in accounts, reported discrepancies to the clearing house and entered trading transactions in customer accounts
- Provided exceptional customer service
- Started out as the switchboard operator in the trade room and relieved on the main switchboard
0-5 years of experience
Completed various projects as assigned by senior trading staff.
- Called brokers and confirmed daily trades, (Repurchase agreements – Repo).
- Generated and verified daily morning estimates and tied out daily yields with accounting.
- Generated and updated due diligence presentations for various or potential clients and Board of Directors (BOD).
- Updated various reports for daily use (pricing-weekly, fund to funds-daily, Assets – weekly).
0-5 years of experience
- Aggregated equity stock data in Excel and used pivot tables and V-lookup to conduct analytical investment research.
- Provided technical and fundamental analyzes on equity stocks to traders.
- Assisted in developing and implementing trading strategies to algorithmic trading systems.
- Analyzed the impact of how traders use current technologies – such as Level II, ECNs, dark pool – to trade the market.
- Monitored current and economic news every morning to help determine their impact on the equities market and provided trading opportunities for traders.
0-5 years of experience
Trade capture / pnl reporting for Syndicate trading – Secondary trades, Block trades, IPO’s
- Consolidate trade blotters for 10 traders – assure accuracy of details and book into prime brokerage system
- Automated booking from manual booking to one consolidated spreadsheet saving 2-3 hours per day
- Investigation of missing allocations, trades failing to deliver, buy in notifications, and any other trade issues
- Report allocations to managing director and consolidate positions prior to trading in the morning.
0-5 years of experience
Assisted and supported 9 traders on the Fixed Income Derivatives Desk. Modeled and booked options and exotic structures ensuring trade details were accurately represented and all discrepancies were resolved.
- Traded, booked and confirmed Treasury and Futures hedges with internal desks and external counterparties
- Worked directly with Brokers to confirm and book brokered trades via Swapswire
- Produced global risk report for senior management, highlighting the desks exposure, positions and P&L
0-5 years of experience
Syndicate book coordinator. Accepted all indications from clients and communicated all distributions.
- Accurately booked all daily trade activity to client accounts.
- Communicated pertinent market information from Listed and OTC traders to Sales Traders.
- Relayed buy and sell orders from clients to assigned Sales Traders.
- Compiled and distributed the morning meeting notes.
- Responsible for new account set-up, trade reconciliation and clearing.
- Coordinated all new deals and secondary road shows.
- Set-up all analyst meetings with clients in the Midwest.
0-5 years of experience
Worked with a group of five traders managing a diversified fixed income fund.
- Researched pricing, volatility, and volume trends for municipal bonds and submitted reports to senior management.
- Prepared reports on various sectors of the municipal bond market for senior management.
- Priced municipal bonds and submitted limit orders for traders on multiple alternative trading systems.
- Responsible for supporting execution of over 20 fixed income trades on a daily basis.
0-5 years of experience
- Constructed portfolio strategies crossing on equities, fixed income and derivatives according to risk
- Built up spreadsheets to classify Key Performance Indicators (KPI) and evaluated each indicator’s
- Developed team working and communication skills through working on a strategic project team with senior business analysts
0-5 years of experience
- Assisted in analysis of hedge funds sourced for potential inclusion in Blue’s portfolio
- Created Power Point presentations and spreadsheets on hedge funds and sundry investment vehicles.
- Assisted traders with trading strategies and daily information flow.
- Updated daily recap board with closing buy / sell data.
- Participated in investment committee meetings to discuss portfolio exposure and entry and exit levels for prospective positions.
0-5 years of experience
- Supported 7 Traders and 10 Sales Traders & coverage of 300+ clients & brokers
- Analyzed daily P&L and trading positions
- Reconciliation of convertible new issues btwn FO systems & blotters
- Registration of convertible 144A positions
Trading Assistant Duties and Responsibilities
Trading Assistants support the efforts of the firm’s more experienced stock brokers. This might require clerical services, financial assessments, answering telephone calls and recording financial transactions. Here are additional duties and responsibilities of Trading Assistants, pulled from several job postings.
Coordinate Between Customers and Coworkers Trading Assistants often take calls from customers, answering questions and referring more complicated issues to the more experienced staff members. The may include reviewing the transactions on a customer’s account to ensure financial accuracy.
Assist with Trade Executions Trading Assistants sometimes step in when account executives are absent from their office, to oversee a portion of the days stock trades and transactions. This will vary depending on each firm’s policy. Gaining experience in this capacity can also qualify a Trading Assistant for a promotion and additional responsibilities.
Monitor the Market Trading Assistants also keep an eye on the market as a whole, in order to keep the rest of the firm informed should something in the market suddenly shift. This includes coordinating transactions with portfolio managers and investment teams with regards to their trade ideas, information flow and data requests.
Clerical Services Trading Assistants support the efforts of the more experienced staff members. This could include distributing mail to the staff, filing records or documents into the system, preparing documents for contracts or legal records, and preparing research or technical reports.
Compute Total Holdings Trading Assistants are often charged with adding up the interest, dividends, brokerage fees, transfer taxes or commissions and sending the correct payments to customers. This includes summarizing the daily transactions and earnings into reports for each client’s account.
Trading Assistant Skills
The Trading Assistant’s clerical services require attention to detail and the ability to manage office issues in a fast-paced environment. They also maintain top interpersonal skills, enabling them to meet the needs of their clients and co-workers. On top of these general skills and personality traits, employers are looking for Trading Assistants with the follow skills. Core skills: Based on job listings we looked at, employers want Trading Assistant with these core skills. If you want to work as a Trading Assistant, focus on the following.
- Extensive experience with advanced spreadsheet programs such as Advanced Excel, VBA and SQL
- Understanding of economics and accounting, with a working knowledge of economic and accounting principles and practices, banking, financial markets and working with financial information
- Strong mathematical skills, including familiarity with algebra, arithmetic, geometry, statistics, calculous and how to apply them to financial markets
- Customer service skills, including meeting customer needs, working with standard office machinery, offering quality standards of service and evaluating customer satisfaction in a timely and professional manner, despite the fast-paced environment.
Advanced skills: While most employers did not require the following skills, multiple job listings included them as preferred. Add these to your Trading Assistant toolbox and broaden your career options.
- Previous experience in bank, credit or global trade or brokerage focused hedge funds
- Previous academic excellence in the fields of mathematics, economics, the physical sciences or engineering
- Experienced with global capital markets and credit derivatives
Trading Assistant Resources
After searching the web, we comprised this list of various resources for anyone pursuing a career as a Trading Assistant. Whether you’re looking for an experienced professional to interview, additional stock trading information to learn from or additional industry groups to join, check the list below. On the Web
MergersAndInquisitions.com – This website offers a variety of services to people looking to start their careers in finance related positions. This includes information from actual professionals working in every aspect of finance, opportunities to improve your resume, network with potential employers and get one-on-one help to break into the market. Whatever your specific interests, make sure to swing by this site for an overview of your intended career path.
Careers In Business – This website is another valuable resource for the student of finance, trying to decide on what portion of this massive system they wish to specialize. This includes free information on positions in finance, marketing, accounting and business.
Forbes – This is one of the leading magazines in business and finance. Forbes includes articles, interviews and videos designed to inform, educate and empower people working in finance or looking to increase their own understanding of business, trade and financial systems. On LinkedIn
Traders Log – This group focuses on stock market, futures and forex trading. It’s designed to give professional traders and market analysts the chance to network among themselves, while also opening similar opportunities to anyone looking to learn about financial markets.
Stock Brokers Forum – This site is specifically designed to help brokers and professionals who manage financial projects. They form a community to hear each other’s views, experiences and general observations. This is a clear opportunity to gain advice and perspective from someone already working in the stock and trading markets.
Top Brokers – This site forms a worldwide group of top brokers. Their focuses range from hedge funds to mortgage brokers, banking, real estate, stocks, investments and business. Any one of these professionals can provide valuable information and advice toward building a career in finance. Industry Groups
SFIG – The Structured Finance Industry Group is a business website dedicated to educating people about securitization, structured finance and related markets. They also advocate for the regulatory, legal and political matters affecting the industry. They also have a directory for job openings, a library for independent research and the option to become a member of their site for specific services.
EliteTrader – An information hub for all things related to finance and business. Includes an open forum, member services, and a detailed list of social networks, websites and reports for anyone focused in trading, business journals, stocks, taxes, accounting, risk management, options, ETFs, economics and Wall Street news.
Interactive Brokers – This site empowers students of finance with a variety of educational and trading options, such as webinars, short videos, a Traders’ Glossary and more. They even offer a Mobile Trading Assistant app for your phone or tablet, to automatically notify you when the market shifts your way. Books
Stock Trading for Beginners – This book has a complete overview of the stock market, and how a beginning trader and bulk up his or her skills by using the proper platform, analyzing data to your benefit, knowing how to trade stocks effectively, and how to best utilize the tools already provided by the market at large.
How to Get a Job and Succeed as a Stock Broker – This book takes beginners, with a basic understanding of stock trading, and focuses on how to go about getting experience in the field. They employ a 12-step process to improving the specific skills potential employers are looking for.
The Winner’s Circle – This book collects the stories of ten of America’s most successful stock brokers. They discuss selling strategies, investment tactics, personal ethics and prospecting approaches. Hone your stock marketing skills and take your career in finance to the next level.
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Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela 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.
