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Prime broker skills for your resume and career
Updated January 8, 2025
1 min read
Below we've compiled a list of the most critical prime broker skills. We ranked the top skills for prime brokers based on the percentage of resumes they appeared on. For example, 15.6% of prime broker resumes contained hedge funds as a skill. Continue reading to find out what skills a prime broker needs to be successful in the workplace.
10 prime broker skills for your resume and career
1. Hedge Funds
A hedge fund is an investment partnership that has extensive liberty to invest aggressively and in a vast variety of financial products than most mutual funds. They are financial partnerships in which pooled funds are used and different strategies are employed to earn active returns for their investors.
Here's how prime brokers use hedge funds:
- Provided sales and trade support to high profile retail and institutional clients, including money managers and hedge funds.
- Integrated both legacy systems and new processes to release new functionality under portal for hedge fund clients.
2. Securities
Here's how prime brokers use securities:
- Insured that securities involved in a corporate activity were processed correctly.
- Provide daily support to Portfolio Management team and Credit Suisse in all inquiries and discrepancies concerning securities processing.
3. Foreign Exchange
Here's how prime brokers use foreign exchange:
- Research and resolve reconciliation discrepancies including foreign exchange conversions, trade settlement issues, and other accounting transactions.
- Team Lead Trade Relationship Manager (TRM) is a Post trade processing tool for Foreign exchange prime brokerage trades.
4. Margin
Here's how prime brokers use margin:
- Validate and issue margin calls to PB clients and Client Executive teams as well as track and resolve calls daily.
- Reviewed Portfolio Margin and REG U accounts to ensure that equity levels were in compliance with benchmarks established by FINRA.
5. DTC
Here's how prime brokers use dtc:
- Experience with all DTC applications, i.e.
6. Fixed Income
Here's how prime brokers use fixed income:
- Serve as an Authorized Participant to create and redeem Domestic, Fixed Income, and Commodity ETFs.
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Here's how prime brokers use pb:
- Provide transactional services in direct support of domestic and International PB clients.
8. Corporate Actions
Here's how prime brokers use corporate actions:
- Execute daily validation procedures required to ensure the integrity and consistency of corporate actions across multiple security types.
- Monitored all Voluntary and International Corporate Actions and informed internal and external clients.
9. Swaps
Here's how prime brokers use swaps:
- Handle Sales, EOD reports, Swaps and daily Rolls
- Executed give-up transactions and managed bank risk through hedging tools - including swaps, futures, and options.
10. Equities
Here's how prime brokers use equities:
- Provided extensive investment and tax accounting for mutual funds, annuities, and equities.
- Process the movement of funds and equities.
What skills help Prime Brokers find jobs?
Tell us what job you are looking for, we’ll show you what skills employers want.
List of prime broker skills to add to your resume
The most important skills for a prime broker resume and required skills for a prime broker to have include:
- Hedge Funds
- Securities
- Foreign Exchange
- Margin
- DTC
- Fixed Income
- PB
- Corporate Actions
- Swaps
- Equities
Updated January 8, 2025
Updated January 8, 2025