Cash Equity Resume Sample

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Adeline Roob
339 Beer Circles,  Phoenix, AZ
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Work Experience

Cash Equity Operations Specialist
09/2016 - PRESENT
Los Angeles, CA
  • Ensure all items on the Supervisor’s checklist are reviewed and signed off on a daily basis
  • Ensure all items on the Supervisor’s checklist adhered to on a daily basis – any issues of concern are raise to line manager and escalated accordingly
  • Strong knowledge and experience of Elective Corporate Actions (preferably at an Investment Bank)
  • Month end tasks, including price checks, attribution data checks, etc..
  • Strong knowledge and experience of Dividends, preferably experience of supporting an offshore team (preferably at an Investment Bank)
  • Liaison with Operations, IT, Compliance on a regular basis LI-JG1
  • Identify user requirements by working with a number of key individuals from the business and IT, producing high-level business requirements and liaising with development to take these through to a detailed functional specification
Cash Equity Salestrader
09/2012 - 03/2016
Philadelphia, PA
  • Knowledge of the relevant market infrastructures such as central matching platforms, exchanges, Central Counter Parties and Central Securities Depositories, and a strong grasp of the vendors
  • A background working with platforms such as Fidessa CTAC and an understanding of Financial Information eXchange (FIX) post trade messaging
  • Institutional / research sales experience in cash equity with good sales track record with institutional clients
  • Good command of written and spoken English and Chinese, including Putonghua
  • Collaborate with our trading and structurings desks in managing client flows
  • Experience in IT field Required: 2+ years
  • Coverage/ Co-Coverage with senior members of the team of primarily Finish asset managers Independently develop and pitch solutions that fit the needs of our clients
  • Opportunity to be part of a successful sales-trading team within one of the top tier banks and further develop her/his career
  • Retain the Citi client relationships in a profitable, long-term value business
Junior Cash Equity Agency Execution Trader
10/2006 - 03/2012
Houston, TX
  • Build relationships and communicate effectively with colleagues in all regions
  • Knowledge of Cash Equities and/or FX, Derivatives
  • Experience of managing projects that span change in multiple front-office systems and teams
  • Proven expertise in the cash equity landscape ideally across the broker or dealer or investment manager community, demonstrating skills across process re-engineering, operating model transformation, business analysis or project management lifecycle
  • Experience in function management, for example trade services or settlement
  • The ability to prioritise workload effectively, working across multiple initiatives
  • The ability to work across multiple regions and cultures to achieve objectives


University of Mount Union
2001 - 2006
Bachelor's Degree in Finance

Professional Skills

  • Programming skills to support Algo Trading strategies and facilitate streamlining of operational activities
  • Basic programming skills to support analysis of Algo Trading strategies
  • Effective team player with good interpersonal and communication skills
  • Experience in a markets-based role, preferably in Equities (1-3 years of experience)
  • Needs to have sales and very good communication skills
  • Relevant experience is not a hard requirement, proven interest in and knowledge of Financial (and Equity) Markets is
  • Strong Experience in a markets-based role, preferably in Equities

How to write Cash Equity Resume

Cash Equity role is responsible for landscape, research, design, reporting, analysis, equities, java, trading, database, integration.
To write great resume for cash equity job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Cash Equity Resume

The section contact information is important in your cash equity resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Cash Equity Resume

The section work experience is an essential part of your cash equity resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous cash equity responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular cash equity position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Cash Equity resume experience can include:

  • Defines, implement and enforce a strong risk mgmt culture across all trading teams
  • Very strong personality to fit in the existing team
  • Review and validate annual risk mandates with Market Risk Mgmt group
  • Control and validate daily the risks produced independently by the Market Risk Management Group
  • Work well under pressure, prioritize work and be well organized
  • Experience in a markets-based role, preferably in Equities

Education on a Cash Equity Resume

Make sure to make education a priority on your cash equity resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your cash equity experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Cash Equity Resume

When listing skills on your cash equity resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical cash equity skills:

  • Experience of the project life-cycle, including capturing requirements, code-reviewing and unit testing
  • Practical experience and understanding of Equities Trading IT
  • Knowledge of Fidessa or similar order based equity trading software. Previous experience with algo trading strategies and the pro's / con's
  • Build strong relationships with internal stakeholders, positively energising others
  • Basic hedging experience/knowledge to offset any risk on the book wherever possible
  • Build strong relationships with internal and external stakeholders, positively energising others

List of Typical Skills For a Cash Equity Resume


Skills For Cash Equity Operations Specialist Resume

  • Experience in FM front office or support role
  • Experienced sales person with stock knowledge of Japan equity markets
  • Commercial experience in Winforms or WPF development & GUI usability
  • Experience of integration between Java and C#
  • Experienced sales person with stock knowledge of Asian equity markets
  • Excellent core C#/.Net
  • Accepting and working Equity orders on behalf of our Clients in Benelux Equity

Skills For CIB Sales & Marketing Pan European Smid Cap Cash Equity Sales Associate Resume

  • Monitoring and Reporting potential Market Abuse Violations
  • Offering Block Size Trade proposals on request of Clients
  • Acting as Liquidity Provider for selected shares on Euronext Exchange
  • Acting as source of market intelligence to sales / sales trader team on flows and market developments
  • Various Operational tasks, monitoring borrowing & lending / settlement delays / fails etc
  • Risk position / P&L monitoring and reporting
  • Perform under pressure and maintain the highest level of accuracy in performing the relevant tasks
  • Develop client relationships and bring them to a new level

Skills For Cash Equity Trading Resume

  • Extensive knowledge of various exchange trading platforms, their rules and regulations
  • Basic connectivity knowledge (trading, exchange and IT systems)
  • Be highly committed, and be able to build very close working relationships with both the business and support teams
  • Able to analyse / calculate and execute basket trades (index rebalancing)
  • Support team head on building out the Japan into EMEA sales franchise
  • Support team head on building out the Asia into EMEA sales franchise
  • Analytical and proactive approach as it relates to continuous improvement activities for both process and clients

Skills For Cash Equity Salestrader Resume

  • Basic knowledge of DMA infra
  • Basic knowledge of Benelux Listed Companies
  • A service oriented attitude, but able to stand his / her ground when regulations need to be respected
  • Always act in the best interest of our clients
  • Has to be a self-starter and work with analysts to create commercial write ups
  • Knowledge of any Futures or Equities or Derivatives financial products

Skills For Associate, India Cash Equity Resume

  • Familiarity with the equity market participants in the Nordic region
  • Understand complex topics and products and explain them to other parties
  • Think on a strategic level and identify future opportunities for business growth
  • Familiarity with the equity market participants in Finland
  • Flexibility, team spirit, loyalty

Skills For Junior Cash Equity Middle Office Analyst Resume

  • Be able to work in noisy and stressful environment
  • Is responsible to justify and explain any breach of market risk limits in a proper and documented way
  • Korean Fluency is essential
  • Work within a small focused team with exposure to Equity personal as a ’ hands on’ developer
  • Be an integral part of a high energy front-office environment
  • Become trusted adviser to clients to move up the value chain of products
  • Monitor DMA/Algo flow and deal with any exceptions/rejections accordingly

Skills For Cib-sales & Marketing Cash Equity Sales Associate Stockholm Resume

  • Publication of Indication of Interests (IOI's) in order to generate / animate flow
  • Execution of Buy Back Mandates on behalf of ECM within regulatory restrictions
  • Observance of all FCA requirements, industry conduct rules and ING Compliance standards
  • Co-ordinate strategy to analyse the addressable institutions/PM’s, consider market share, votes/rank and report back
  • Create timely reports on progress and meet agreed targets set in conjunction with team head

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