Trader CV Template›

Successful Trader with eight years of experience making sound investment decisions. Analytical thinker and skilled problem solver. Communicates effectively with clients and colleagues alike.

Gerson Financial 5/1/2012 to Current Trader
Ward Hill, England

• Create and execute short and long-term customised comprehensive financial strategies to reach company goals.
• Prepare internal quarterly and annual portfolio monitoring reports.
• Diligently review speciality loans for compliance with all reporting requirements.
• analyse financial information obtained from clients to determine strategies for meeting their financial objectives.
• Interpret data on price, yield, stability, future investment-risk trends, economic influences and other factors affecting investment programmes.
• Acquired 14 new clients in the last year, for a total investment portfolio value of $750,0.

Epsilon Investments 4/1/2006 to 3/1/2012 Trader
Ward Hill, England

• Implemented financial planning recommendations.
• Selected and maintained superior investment portfolios.
• Communicated regularly with management regarding portfolio performance and new loan transaction quality.
• Created charts and graphs to illustrate daily, monthly and annual financial reports.
• Reviewed clients’ accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.
• Trained a Junior Trader.