Trade Operations Resume Sample

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Afton Barrows
970 McGlynn Fords,  Houston, TX
+1 (555) 529 2680

Work Experience

Global Trade Operations Manager
03/2016 - PRESENT
San Francisco, CA
  • Prepares, reviews and processes accounting and liability entries for settlement and payment of maturing banker’s acceptances
  • Serves as an internal/external point-of-contact for relevant issues, questions or other matters related to Gilead’s channel strategies and distribution networks
  • Sets appropriate metrics and KPIs (key performance indicators) to help monitor and measure results performance of Gilead’s distribution networks and agreements
  • International Banking – dealing with Global markets
  • Trade economics and commodities
  • Constant change within the Global Market
  • Subject to international rules
  • Process for all North America- Canada and the US
  • Encompasses Anti-Money Laundering
Trade Operations Analyst
02/2009 - 11/2015
Boston, MA
  • Resolve DK’s, fails and exceptions
  • Liaise with vendors, executing brokers, FCM’s, CCPs, and senior management to make transparent industry changes and impact to IO and BLK
  • Letter of Credit’s Advice
  • Assist in communicating compelling vision and secure business unit’s “buy-in” regarding mission and goals
  • Update branch ops team on customer’s revised / new requirements
  • Update branch ops team on customer’s revised/new requirements
  • Assume some roles and responsibilities during manager’s absence. Host huddle meeting at least once a week
  • Good understanding of Front-to Back operational flow from Trade Capture through to Final Settlement
  • Exciting job in an international bank
Institutional Clients Group Latin Trade Operations Summer Intern
01/2003 - 08/2008
Detroit, MI
  • Of Time/Core Accountability #1
  • Running and sending reports and having a good understanding of cash management. Processing client cash movements and understanding the differing types of movements associated with instructions. Timely notification of proxy voting instructions and upload to portal
  • FX line set-up and liaison internally/externally to ensure systems are updated accordingly and within adequate timeframe
  • Liaison with Front Office, Transfer Agents and Custodians
  • Exposure to Fixed Income/Equity Settlement, Corp Actions, Income, Reconciliation, Data Management
  • Client cash postings – Liaise with client directors and clients direct
  • MIFID2 transaction reporting
  • Bloomberg & FX All (or similar) experience


University of Phoenix - Des Moines Campus
1998 - 2003
Bachelor's Degree in Business

Professional Skills

  • Very good interpersonal skills, communication and team building skills; ability to motivate and set priorities to staff
  • Demonstrated strong project management skills; ability set priorities and meet deadlines
  • Strong project management skills, with experience in collaborating with different business functions and key stakeholders
  • Analytics skills (including SQL, advanced Excel, or other analytical tools) with experience using data to create and improve business strategies
  • Strong leadership, analytical, communication and collaboration / team building skills is required
  • Strong interpersonal, superior customer service, communication, time management and problem solving skills
  • Related work experience related industry experience dealing with securities operations processes INCLUDING 3+ years of global security settlements

How to write Trade Operations Resume

Trade Operations role is responsible for interpersonal, microsoft, analytical, government, reporting, advanced, english, excel, shipping, training.
To write great resume for trade operations job, your resume must include:

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

Contact Information For Trade Operations Resume

The section contact information is important in your trade operations 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 Trade Operations Resume

The section work experience is an essential part of your trade operations 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 trade operations responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular trade operations position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Trade Operations resume experience can include:

  • Excellent skills in MS Office including Microsoft Excel, PowerPoint and Word
  • Friendly, professional telephone manner and strong interpersonal skills
  • Possess excellent communication (both verbal and written) skills
  • Effective presentation skills to audiences of diverse sizes and to all levels of the corporation
  • Communicate clearly and effectively with Trading and Management
  • Demonstrated strong understanding of distribution processes and pharmaceutical regulatory requirements

Education on a Trade Operations Resume

Make sure to make education a priority on your trade operations resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your trade operations 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 Trade Operations Resume

When listing skills on your trade operations 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 trade operations skills:

  • Possess strong administrative , organizational, and prioritization skills
  • Excellent interpersonal, influencing and communication skills. Able to work closely with staff across different businesses and designations
  • Very good verbal and written English; PC skills, well oriented in accounting
  • Excellent cross-cultural communications skills
  • Financial acumen, strong analytical skills
  • Possess strong analytical skills & self-motivated

List of Typical Experience For a Trade Operations Resume


Experience For Trade Operations Analyst Resume

  • Processing external manager trades
  • Reporting on quarterly performance and control metrics
  • Assisting w/ internal/external audits
  • Performing eEnd-of-day trade checks
  • Performing End-of-day trade checks
  • Project workSpecial projects focusing on – automation, enhanced reporting reporting, controls enhancement, and enterprise data management

Experience For Global Trade Operations Manager Resume

  • Manage freight forwarders involved in the electronic export information (EEI) filing process ensuring accurate and timely reporting with U.S. Census
  • Interface directly with external partners such as dealers providing guidance, developing solutions, and delivering on commitments
  • Design and perform self audits of trade compliance processes to ensure compliance with reporting and record keeping requirements
  • Accountable for setting and attaining department's business goals and metrics
  • Ensure any regulatory/mandatory reporting pertaining to Trade Operations to be submitted on time and adequate quality

Experience For Senior Trade Operations Analyst Resume

  • Daily oversight of order management/trade execution and all aspects of daily trading including trade
  • Daily monitoring, analysis and recording of client custodian cash positions to ensure that they are
  • LCs settlements and customers’ credit financing loans
  • Possess a positive ‘can do’ attitude and methodical yet flexible approach to change whilst taking pride in ownership until completion/resolution
  • Manage, assess, and enhance North American trade data in Facebook’s enterprise resource planning (“ERP”) and global trade management (“GTM”) systems
  • Willingness to do all necessary tasks to get the job done. At Facebook, nothing is someone else’s problem
  • Daily trade processing, confirmation, and settlement
  • Daily position reconciliations w/ accounting platform and custodian

Experience For Manager, Trade Operations & Analytics Resume

  • Daily processing of corporate actions
  • Wires approvals and processing
  • Ad-hoc queries and reporting
  • Develop and deliver awareness training to business units and others involved in the import/export process
  • Deploy Free Trade Agreement strategy globally establishing standard controls and a common system
  • Manage, assess, and enhance APAC trade data in Facebook’s enterprise resource planning (“ERP”) and global trade management (“GTM”) systems

Experience For Trade Operations Specialist Resume

  • And, Willingness to do all necessary tasks to get the job done. At Facebook, nothing is someone else’s problem
  • Opportunities for personal development in the country
  • Ensure no customers’ complaints
  • Collaborating closely with ABB’s Regional Trade Operations Manager and legal teams to ensure trade and compliance related issues are identified and communicated across the business
  • Book fixed income trades into clearing agent’s trade capture system

Experience For Trade Operations Manager Resume

  • Manage, audit, and correct trade compliance information in Facebook’s enterprise resource planning (“ERP”) and global trade management (“GTM”) systems
  • Willingness to do all necessary tasks to get the job done. At Facebook nothing is someone else’s problem
  • Knowledge of Options price modeling, valuation and risk analysis required
  • Knowledge of Futures and Options execution strategies required
  • Client escalations/Client inquiries are investigated and responded appropriately
  • Review and approve documentation for international shipments – including, but not limited to POA’s, export license applications, end user statements and other documentation needed to facilitate shipments
  • Management of day-to-day import/export activities in the North American region including daily interaction with the company’s customs brokers, freight forwarders and third-party logistics in the EMEA region

Experience For Director, Trade Operations Resume

  • Operational readiness of new products, processes, and investment programs
  • Support Derivatives Middle Office Team as needed, and work w/ Derivatives Team on various project initiatives
  • Anticipating, researching and reporting on future changes in import/export laws and in relevant local territory practices, and ensuring such knowledge is factored into the planning of the company’s own strategy, resources and procedures
  • Project work – automation, enhanced reporting, controls, enterprise data management
  • Comprehensive understanding of generally accepted accounting principles and an understanding of all internal financial and operating systems and process requirements. Ability to analyze and assimilate relevant data into key financial recommendations and decisions
  • Proven ability to synthesize significant analytical data points and develop solutions or recaps
  • Proven ability to create a strong sense of team spirit with peers, subordinates and cross functional partners to drive a positive and inclusive working environment and drive business results
  • Able to determine trends in the marketplace and use analytics to make recommendations where needed
  • Apply robust global trade knowledge to help Cardinal Health business units comply with U.S. customs regulations and other government agencies’ (e.g. FDA etc) regulations for international shipments

Experience For Senior Manager, Trade Operations Resume

  • To provide a comprehensive systems’ based service to the front office. This service to include
  • Serve as the Export Controls Program Manager for the Global Logistics organization
  • Develop and update work instructions and business rules to reflect current processes and business practices
  • Manage service providers (ex. software providers, consultants, etc.) to ensure successful delivery of commitments
  • Support internal, external, and government directed compliance audits and assessments
  • Collaborate with the IT organization and other business units to successfully deliver solutions to improve trade compliance processes

Experience For Isfa-trade Operations Associate Resume

  • Lead initiatives to improve processes and drive new ideas across the organization
  • Develop and maintain operational metrics and communicate to leadership
  • Provide leadership and development to trade operations staff
  • Overall Trade Operations supervision to ensure provision of service meeting business and customer needs; Maintain sound and robust control environment, achieve maximum efficiency of resource utilization throughout capacity planning. Development of staff incl. back-ups for key positions, training plans, appraisals
  • Direct management responsibility for 9 members of staff
  • Interact and communicate with Trade Product team and Sales in terms of capacity planning, customer service, systems and process enhancement. Work with other local TTS Client Operations Department Heads, interact with regional TTS Trade Operations teams as deemed appropriate
  • Share relevant information including Trade directions, initiatives, changes to relevant policies and processes with members of staff

Experience For Derivative Post Trade Operations VP-institutional Securities Group Resume

  • Ensure adherence with applicable Citi policies and procedure such as, but not limited to Sanctions, AML, Anti-boycott, TOMS, MPP etc
  • Active participation in various projects related to respective processes (new system/product implementation, updates etc.)
  • Ensure robust MCA and Continuity of Business process to be in place for the Department under immediate supervision
  • Ensure relevant Operational procedures, SOWs, designation lists, OAs and other documentation is up to date
  • Customer oriented approach, flexible, initiative and creative, ability to work under pressure
  • Fluent Czech or Slovak verbal and written (essential)

List of Typical Skills For a Trade Operations Resume


Skills For Trade Operations Analyst Resume

  • Related work experience related industry experience dealing with securities operations processes
  • Intermediate skills in Microsoft excel (inclusive of macro knowledge)
  • Competent customer service skills
  • Continually review processes and customer experience to improve the end to end customer experience
  • Strong knowledge of company’s customer base ideally with experience in Sales Finance or Brand Finance
  • Proven ability to drive the organization to the next level of achievement with a strong sense of urgency and continuous improvement focus

Skills For Global Trade Operations Manager Resume

  • Monitoring key performance indicators to address factors that are affecting the customer experience
  • Proven track record in managing or working in a cross-functional, global, multi-team environment
  • Proven success in hiring and developing a team of diverse individuals
  • Strong strategic thinking focus using sound analysis of competition, trends and corporate strengths and weaknesses to drive decisions
  • Solid understanding of Domestic and International Equity, Fixed Income, Futures, OTC and Derivative Settlement Cycles
  • Relevant industry experience in trade operations, back/middle office or accounting

Skills For Senior Trade Operations Analyst Resume

  • Post graduate (preferably Finance) with 8-10 years of experience in India trade operations / services
  • Post Graduate (preferably Finance) with 4 years of experience (preferably Trade Operations/Services)
  • Experience in the areas of customs, import/export, operations
  • Self Starter – highly motivated with demonstrated initiative
  • Experience in a related role
  • Securities and Hedge Fund product experience
  • Good knowledge of UCP600, URC522, ISP98 and ISBP

Skills For Manager, Trade Operations & Analytics Resume

  • Good team player to support the department in various other tasks
  • Able to negotiate skillfully, promote/sell ideas persuasively
  • Experience with SAP and/or Oracle and its related trade management software
  • Experience in a management/leadership role
  • 1 – 3 years Financial services industry experience

Skills For Trade Operations Specialist Resume

  • Relevant financial operations industry experience, preferably in Trade/ Custody Operations
  • Work Experience & Qualifications
  • Cash flow management experience
  • Charles River Investment Solutions experience
  • Trade management experience (securities and funds)
  • Management/leadership experience
  • Induction to the job based on your previous experience
  • Two years’ experience with commodity and/or futures markets

Skills For Trade Operations Manager Resume

  • Strong attention to detail and ability to multi-task under pressure
  • Maximum of 3 years' work experience
  • In depth understanding of the Consumer Package Goods Industry
  • Experience in global trade compliance
  • Manage strategic projects and initiatives as well as prioritizing information technology needs and requirements
  • Experience in management of various operation unit(s) and/or product(s)

Skills For Director, Trade Operations Resume

  • Experience with Customs regulations in the APAC region with specific emphasis on Singapore, Hong-Kong, Taiwan, Japan, Malaysia, Australia, India and China
  • Develop strong back up for Trade operations
  • Mitigate risk through strong procedural discipline and prudent judgement
  • Performing assigned daily responsibilities such as reconciling reports, resolving trade discrepancies, and email inquiry management
  • Providing functional area expertise, oversight, problem resolution, training, analysis, and reporting as required across a variety of group responsibilities
  • Providing input into business planning and development. Contributing to projects/division initiatives that support the business plan
  • Being a people manager: being accountable for team growth and development, providing career guidance and support to team members to include

Skills For Senior Manager, Trade Operations Resume

  • Identifying and resolving problems related to transactions or investment data in a timely fashion following established guidelines
  • Checking up customers’ credit exposures Communicating customers and offering advises to meet their benefits
  • Reviewing the transactions of associates; ensures completion of daily volumes and identifies processing errors and trends; suggests plans to correct
  • Providing continuous feedback and formal reviews during mid-year and year-end cycles
  • Assisting in or developing supervisory procedures that are designed to strengthen regulatory and risk controls for assigned area

Skills For Isfa-trade Operations Associate Resume

  • Performing all tasks associated with the Global Middle office including (but not limited to) trade settlements, foreign exchange and fail management
  • Identifying and escalating issues, which could have significant impact on daily operations
  • Participating in future project opportunities and facilitate change in a rapidly developing environment
  • Working with managers and peers to recommend changes to systems, processes, responsibilities, reporting, etc
  • Bring failed trades to a resolution by communicating with Brokers and Custodian banks

Skills For Derivative Post Trade Operations VP-institutional Securities Group Resume

  • Communicating / escalating issues and take initiative to resolve problems
  • Providing timely coaching to staff on day to day responsibilities
  • Communicating/ escalating issues and take initiative to resolved problems
  • Challenging, multicultural and supportive working environment
  • Researching and resolving operational issues with both internal and external stakeholders
  • Participating in all internal and external audit engagements; assists with remediation of all findings that impact scope of assigned work
  • Providing exceptional service to the various supported asset managers
  • Assisting with development and review for new and/or changes to departmental policies and procedures
  • Collaborating within team environment to successfully manage daily work volumes and quality standards

List of Typical Responsibilities For a Trade Operations Resume


Responsibilities For Trade Operations Analyst Resume

  • Act as first point-of-contact for trade operations covering the APAC region with specific emphasis on Singapore, Hong-Kong, Taiwan, Japan, Malaysia, Australia, India and China
  • Strong initiative, meticulous and positive thinking
  • Experience Level with Business Tools — proficient in utilizing business tools such as: E-mail, Microsoft Word, Excel, and PowerPoint
  • Good understanding of Bank’s products, services, organization structure and interrelationships
  • Preferably with 2-3 years’ experience of working in Treasury Operations (TROPS)

Responsibilities For Global Trade Operations Manager Resume

  • Experience in trade processing for min. 2 years
  • Experience in Operations, Retail and/or Marketing, required
  • Understanding of basic SQL formulas/XSLT?XML
  • Working knowledge of Supply Chain and Customer Relationship Management is required
  • Ensuring all processes have sufficient risk and compliance controls

Responsibilities For Senior Trade Operations Analyst Resume

  • Ensuring functions associated with department responsibilities are addressed in a timely fashion
  • Monitoring trade instruction and delivery to custodian banks
  • Facilitating the accurate and timely delivery of critical business information to all interested parties
  • Proving trade confirmation / affirmation and settlement support for Equity, Fixed Income, and FX asset classes
  • Participating as a Subject Matter Expert on projects

Responsibilities For Manager, Trade Operations & Analytics Resume

  • Assisting with development and review for departmental policies and procedures
  • Providing trade confirmation / affirmation and settlement support for Equity, Fixed Incomes and FX assets classes
  • Working knowledge of Supply Chain and Customer Relationship Management
  • Frequent, long periods of sitting in office environment using standard office equipment, including telephone and computers
  • Comfortable dealing with and maneuvering through ambiguity while still achieving clear objectives/requirements

Responsibilities For Trade Operations Specialist Resume

  • Perform letter of credit verifications including issuing, document checking, payments and discounts within customer authorized limits
  • Manage sales-force communication and training regarding distribution strategies and programs including promotional programs
  • Prepare, monitor and maintain customer discounting contracts and resolving any pricing issues with wholesalers to end customers
  • Responsible for analyzing workflow which includes process improvements; recommends/implements a course of action ensuring appropriate training for associates
  • Research and evaluate operational requirements of new market/asset types being considered for investment or changes to existing markets

Responsibilities For Trade Operations Manager Resume

  • Ensure client requests are executed at speed taking ownership for the transaction and directing colleagues as appropriate
  • The team is responsible for providing client servicing for Europe, Middle East & African countries for Trade transactions
  • Knowledge of basic to intermediate principals of accounting, (understanding of debits and credits) is required
  • Thorough knowledge and understanding of UCP600, URR725, ISBP745, ISP98, URDG758 and other related ICC Rules and publications governing Letters of Credit
  • End to end responsibility for processing Letter of Credit including support to Approve-to-pay
  • Research and resolve trade and FX discrepancies by interacting with brokers, banks, and Wellington personnel

Responsibilities For Director, Trade Operations Resume

  • Assist with the management and hiring of co-op students and interns
  • Participate in firm and industry working groups
  • Assist other areas of the firm to support client needs and respond to general custody and trading inquires
  • Lead and develop Import team, including responsibility for their collective performance
  • Provide value-added advice and consulting for business/commercial management on all trade operations related matters

Responsibilities For Senior Manager, Trade Operations Resume

  • Get involved in daily Trade Operations team activities as a main player to achieve following team tasks
  • Conduct monthly audit to ensure accuracy of accounting to the CBSA
  • Applies basic technical understanding of global trade compliance operations practices and procedures to ensure compliant execution of GTO processes
  • Wire set up and processing
  • Some knowledge of Finance, Marketing, and Quality is required

Responsibilities For Isfa-trade Operations Associate Resume

  • Provide strategic input to management on footprint and sourcing strategies to maximize use of trade preference agreements and minimize duty costs
  • Draft and/or review and approve any customs ruling request with local customs authorities
  • Work unsupervised and under pressure, constructive approach to problem solving
  • Paid training of Global Trade concepts as well as of the UCP 600, the ISBP and other ICC documents that govern Trade transactions
  • Highly competitive benefits package including private medical coverage and group life insurance
  • Intermediate knowledge of global corporate action processing
  • Responsible for overseeing the 3PL day to day operations and annual business review

Responsibilities For Derivative Post Trade Operations VP-institutional Securities Group Resume

  • Approve and monitor sales returns ensuring compliance with policy and return for credit reflects appropriate discount price paid by customer
  • Work independently and under pressure while adhering to strict deadlines
  • Lead APAC compliance reviews, audits and manage the post-entry review program in cooperation with the Global Trade Quality Program Manager
  • Management of day-to-day import/export activities in the APAC region including daily interaction with the company’s customs brokers, freight forwarders and third-party logistics in the APAC region
  • In partnership with the Global Trade Compliance team, develop and deliver trade compliance trainings for and to new hires, project teams, and management
  • The main product that requires the attention is Imports, Exports , Guarantees, Trade Loans
  • Represent Trade at internal cross-functional meetings (MAC committee, Safety committee)

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