[First Name] [Last Name]
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[Country] [City] [State/Province] [Zip Code]
Contact Number: (012)-345-6789
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Career Objective:
Seeking the position of a trade assistant in an organization where I can support the organization in making sound investment decisions.
Key Skills:
- Competent knowledge in fields of finance, economics and investments
- Highly skillful in compiling, analyzing and interpreting data
- Capability of making financial forecasts and budgeting
- Ability to communicate and coordinate effectively with organizational members and external associates as well
- Strong emphasis on accuracy and detailing within the financial data
Work Summary:
Trade Assistant
Apex Financial Advisors Inc, Phoenix
Since January 2013
Responsibilities:
- Assist the organization in determining the investment policies, procedures and future goals
- Maintain record of all trading activities of the organization. Perform position tracking for the purchased stocks.
- Calculate the value of risk involved in trading activities. Advise the organization on making reservation to deal with risks efficiently
- Maintain profit and loss accounts to compute the profitability of the trading activities over a week, month or year
- Train the newly joined staff members on managing the investment procedures of the organization effectively
Trading Assistant
Pinnacle Safe Investors Inc, Phoenix
October 2011 – December 2012
Responsibilities:
- Provide analytical support to the organization in planning the investment procedures of the organization
- Work with the research and advisory teams to answer investor’s queries and resolve their doubts satisfactorily
- Determine the investment eligibility of an organization by collecting data and conducting analysis on their financial performance for previous years
- Study the transaction details to compute and reconcile the share discrepancies and pricing issues
- Compute the future pricing of the shares and advise on making purchases or sales of stocks
Technical competence:
Ability to perform tasks on various financial analytical software and the different MS office applications.
Educational Qualifications:
- Bachelor’s Degree in Accountancy
Phoenix University, 2010 - Diploma in Investment Analysis
Phoenix University, 2011
Reference:
Available upon request.