Trade Assistant Resume

[First Name] [Last Name]

Contact Address: [street]

[Country] [City] [State/Province] [Zip Code]

Contact Number: (012)-345-6789

Email Address: [[email protected]]

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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


  • 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


  • 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


Available upon request.