Trader vs investment banker

Differences between trader and investment banker duties and responsibilities

Trader example responsibilities.

• Manage Smithtown branch office ensuring compliance with NASD regulations.
• Manage and hedge generation within PJM, MISO, and ERCOT.
• Manage options trading to ensure a positive ROI within a volatile market.
• Initiate and manage financial, physical and virtual trades resulting in a positive PnL.
• Manage products with the supply chain warehouses and interface with both corporate logistics and common carriers.
• Coordinate MBS and whole loan delivers to ensure settlements are achieve to minimize extension and pair off fees.
Show more

Investment banker example responsibilities.

• Utilize Bloomberg system and company proprietary research to actively monitor portfolios and manage trading activities to achieve customers' goals.
• Provide service for existing brokerage accounts, manage accounts, annuities, and securities-base lines of credit.
• Attain NMLS identification number for mortgage origination.
• Generate reporting data from Salesforce platform to facilitate growth and manage firm operations.
• Manage customer portfolios, service relationships, and used profiling analysis tools to identify cross-selling opportunities.
• Manage a variety of internal initiatives including merchandising, cross-selling, customer retention programs and promotional campaigns.
Show more