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Trading assistant skills for your resume and career

Updated January 8, 2025
3 min read
Quoted expert
Brandy Bailey
Below we've compiled a list of the most critical trading assistant skills. We ranked the top skills for trading assistants based on the percentage of resumes they appeared on. For example, 11.9% of trading assistant resumes contained trade shows as a skill. Continue reading to find out what skills a trading assistant needs to be successful in the workplace.

15 trading assistant skills for your resume and career

1. Trade Shows

Here's how trading assistants use trade shows:
  • Coordinated over one hundred ancillary meetings for citywide conventions, coordinating and implementing hundreds of exhibitors at citywide trade shows.
  • Provided key sales support including coordinating company participation in industry trade shows.

2. P/L

The Profit and Loss - P/L is a financial statement that summarizes the revenue, costs, net income, and expenses incurred during a specific period of time, usually a month, a quarter, or a fiscal year. It shows whether a business or company is profitable or not, that is, generating money or losing money, and it is essential for analyzing the performance of a business.

Here's how trading assistants use p/l:
  • Assisted finance dept with the daily P/L check and investigated all issues.
  • Maintain P/L statements tracking daily, monthly and annual gains.

3. Securities

Here's how trading assistants use securities:
  • Exploited market anomalies for arbitrage opportunities and initiated a written proposal to execute duration matched arbitrage in mortgage-backed securities market.
  • Maintained the day-to-day operations of multiple internal trade capture applications, including creating new securities and managing the various classifications.

4. Portfolio

Here's how trading assistants use portfolio:
  • Ensured reporting accuracy by preparing daily profit/loss spreadsheet for entire managed portfolio, including accrual of market positions initiated and liquidated.
  • Performed end-of-day portfolio revaluation of all global currency option trading for review and confirmation of portfolio positions and profit/loss by traders.

5. Bloomberg

Bloomberg is a news company that provides real-time and historical prices, financial data, news and insights, stock analysis and trends, as well as information and reports on the entire economy. Bloomberg harnesses the power of technology to connect the world's decision-makers with accurate financial market intelligence and help them make faster, smarter decisions.

Here's how trading assistants use bloomberg:
  • Analyze declared dividends as reported in Bloomberg to follow client specifications and notify traders about possible income opportunities.
  • Developed astuteness with Bloomberg Trading and Microsoft Office.

6. Fixed Income

Here's how trading assistants use fixed income:
  • Educated Investment Executives on a range of fixed income products; analyzed and evaluated products for appropriate investor suitability standards.
  • Provided specialized administrative assistance to Fixed Income and Equity Trading Directors, Traders and Trade Administrators.

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7. VBA

Visual Basic for Applications or, as it is commonly shortened to, VBA is a certain method of using Microsoft's event-driven programming language known as Visual Basic.

Here's how trading assistants use vba:
  • Supported on-going process, and developed excel and VBA tools for processes improvement.
  • Automated the trade allocation and reconciliation procedures using VBA programming which is leveraged to systematically detect any trade breaks or discrepancies.

8. Risk Management

Risk management is the method of recognizing, evaluating, and managing risks to an organization's resources and profits. Financial insecurity, regulatory liability, strategic management mistakes, incidents, and natural hazards are just some of the challenges or dangers that could arise. For digitalized businesses, IT security vulnerabilities and data-related threats, as well as risk management techniques to mitigate them, have become top priorities.

Here's how trading assistants use risk management:
  • Communicated effectively within trading team and risk management department all pertinent market developments and supply / demand fundamentals each week.
  • Co-created and maintained company's daily operation sheets that assist with technical analysis and risk management.

9. Income Products

Here's how trading assistants use income products:
  • Structured bond portfolios with laddered maturities and marketed fixed-income products to brokers.
  • Received and input orders for equity, mutual fund, and fixed-income products from sales force of brokers.

10. Equities

Here's how trading assistants use equities:
  • Developed trading ideas for commodities and equities using technical and fundamental research.
  • Processed trade requests for US equities, emerging markets and structured products on behalf of Representatives from the Latin American offices.

11. Foreign Exchange

Here's how trading assistants use foreign exchange:
  • Processed monthly foreign exchange revenue reports for department managers.
  • Calculate and hedge new/outstanding foreign exchange positions and settlements.

12. Market Research

Market research is a collective effort to collect information related to a consumer's needs and wants. It is a systematic approach that involves recording and analysis of both qualitative and quantitative data. Market research helps a business to identify a target market correctly and identify the gaps in potential consumer's expectations.

Here's how trading assistants use market research:
  • Gained practical global trade knowledge by conducting market research at international trade promotion nonprofit.
  • Conducted market research on international businesses promoting trade partnerships with US based resources.

13. Derivative

Here's how trading assistants use derivative:
  • Coordinated four derivative Market Makers simultaneously on all three Chicago trading floors.
  • Determined and provide prepayment/unwind fee calculations for derivative transactions.

14. MBS

Here's how trading assistants use mbs:
  • Deal with Traders, Sales Assistants & Customers to make sure timely notice and delivery of MBS is made.
  • Verified and executed funding of all MBS and cash transactions and handled any issues that arose.

15. Trade Support

Here's how trading assistants use trade support:
  • Provided trade support ensuring timely settlement for all trades executed by affiliated trading groups.
  • Headed daily trade support for the Index & Listed Flow trading desk by maintaining accurate risk and P&L.
top-skills

What skills help Trading Assistants find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What soft skills should all trading assistants possess?

Brandy BaileyBrandy Bailey LinkedIn profile

Career Coach, Ohio University - Lancaster Campus

Soft skills may vary depending on the employer, industry, and personal opinions. My biggest ones are communication skills, adaptability, self-awareness, teamwork, problem-solving, intercultural competency, creativity or innovation, and time management.
Do you want to know more?
Read more about what experts have to say about trading assistant

List of trading assistant skills to add to your resume

Trading assistant skills

The most important skills for a trading assistant resume and required skills for a trading assistant to have include:

  • Trade Shows
  • P/L
  • Securities
  • Portfolio
  • Bloomberg
  • Fixed Income
  • VBA
  • Risk Management
  • Income Products
  • Equities
  • Foreign Exchange
  • Market Research
  • Derivative
  • MBS
  • Trade Support
  • Equity Trades
  • Market Data
  • Customer Accounts
  • PnL
  • Trade Settlement
  • Customer Orders
  • HVAC
  • Client Accounts
  • International Trade
  • Settlement Issues
  • Interest Rate Derivatives
  • NYSE
  • Trade Tickets
  • Expense Reports
  • Corporate Actions
  • PowerPoint
  • ABS
  • Trade Execution
  • Emerging Markets
  • Algorithmic Trading
  • Commodity Trading
  • Market Trends
  • DTC
  • Travel Arrangements
  • FINRA
  • Institutional Clients
  • Tokyo
  • Technical Analysis
  • Arbitrage
  • L Reports
  • Municipal Bonds
  • OTC

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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