EQUITY SALES TRADER RESUME EXAMPLE

Published: Feb 04, 2025 - The Equity Sales Trader delivers daily market updates and insights to institutional clients while executing equity and equity-linked orders. Assists in implementing general administrative processes and develops relationships through trading services, ensuring optimal trade execution. Collaborates with the sales team to identify trading opportunities, support IPOs, and design long-term trading strategies for client growth.

Tips for Equity Sales Trader Skills and Responsibilities on a Resume

1. Equity Sales Trader, Newbridge Securities, Austin, TX

Job Summary: 

  • Producing daily market updates and market color for institutional clients  
  • Execute orders according to institutional clients' instructions in a range of equity and equity-linked products
  • Serving as desk contact for any trade queries
  • Reviews and assists Senior Management in the implementation of general and administrative issues, relevant to the department
  • Works closely with institutional sales force to assist in the identification of trading opportunities for clients
  • Produce trading ideas and interpret investment opinions of research reports to the clients, channel market information flow to the clients in a timely manner
  • Ensure good trade executions for clients
  • Responsible for developing relationships with assigned client organizations through trading and execution services
  • Assist in sales tasks for the company's IPO underwriting and secondary market placement activities
  • Work with the wider trading team to design and implement long-term trading strategies and grow the bank's institutional and corporate client presence


Skills on Resume: 

  • Market Analysis (Hard skills)
  • Order Execution (Hard skills)
  • Client Relationship Management (Soft skills)
  • Strategic Planning (Hard skills)
  • Communication Skills (Soft skills)
  • Trading Strategy Development (Hard skills)
  • Problem Solving (Soft skills)
  • Marketing (Hard skills)

2. Equity Sales Trader, Ironwood Financial, Chicago, IL

Job Summary: 

  • Oversight and response to prices requested over Digital channels that fail to auto-price
  • Provide both indicative and trading prices for equity structured products on primary and secondary markets, coordinate with the book managers if necessary for trades with large risks associated or trades with significant importance
  • Develop efficient tools to optimize manual pricing
  • Define workflows where necessary to improve the current Sales – SalesTrading – Trading process
  • Confirm that trades executed by the sales team are in line with the relevant documents
  • Propose “flow” type product ideas to sales/clients, this can be driven by market events and book interests etc.
  • Monitor client portfolio on the secondary market, act as a first contact point for product-related questions, and propose re-investment / restructuring ideas
  • Analyze and produce extensive data reports about client activities and share feedback with the entire trading & sales team to identify revenue growth opportunities


Skills on Resume: 

  • Pricing Strategy (Hard skills)
  • Risk Management (Hard skills)
  • Workflow Optimization (Hard skills)
  • Trade Compliance Verification (Hard skills)
  • Product Development (Hard skills)
  • Client Relationship Management (Soft skills)
  • Data Analysis (Hard skills)
  • Team Collaboration (Soft skills)

3. Equity Sales Trader, Brookstone Capital, San Francisco, CA

Job Summary: 

  • Equity portfolio execution across all equity markets
  • Building relationships with clients and internal stakeholders
  • Prepare updates on news and market events for clients and team members
  • Distribute appropriate CLSA Research and Trading color to clients
  • Prepare pre and post-trade analysis of portfolio trades and discuss with clients to determine another minimal execution strategy
  • Identify revenue opportunities within the existing client base
  • Deal with client requests
  • Generate regular reports for Finance and Senior Management
  • Develop business relationships and provide equity products to clients
  • Focus on sales of Cash Equity Products
  • Provide investment advice to clients, including market information


Skills on Resume: 

  • Equity Market Analysis (Hard skills)
  • Client Relationship Management (Soft skills)
  • Financial Reporting (Hard skills)
  • Strategic Communication (Soft skills)
  • Trade Execution Strategy (Hard skills)
  • Revenue Optimization (Hard skills)
  • Problem Resolution (Soft skills)
  • Stakeholder Engagement (Soft skills)