Trade analyst vs investment banking analyst

Differences between trade analyst and investment banking analyst duties and responsibilities

Trade analyst example responsibilities.

• Design spreadsheets, pivot tables and macros to automate the workflow.
• Manage day to day operations including swap pricing, P/L responsibilities, trade booking and reconciliation.
• Provide market recommendations & manage dealer inventories base on industry data, dealer sales history, & ROI.
• Lead in the global tactical asset allocation analysis for the $100,000 fund, focusing on multi-asset classes.
• Manage project team meetings using SharePoint calendars.
• Conduct analysis of transactions in municipal and corporate fix income securities.
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Investment banking analyst example responsibilities.

• Organize and maintain client leads in SalesForce.
• Used SQL language to manipulate, extract and manage financial and customer data.
• Manage financial operations such as account management, book keeping, wire transfers, and transaction, position reconciliations.
• Manage ongoing maintenance of prospective investor pipeline using SalesForce software.
• Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
• Perform valuation analyses including DCF, public trading comparison, and precedent transaction comparisons.
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