Institutional Equity Sales And Trading Intern Resume Example Oppenheimer & Co. Inc.

INSTITUTIONAL EQUITY SALES AND TRADING INTERN

Education

Bachelor of Arts : Economics, 2018University of Connecticut － Storrs, CT, USA

GPA: 3.27/4.0

Major GPA: 3.51/4.0

Member of Finance Society, Economics Society, and Tau Kappa Epsilon Fraternity

Experience

Institutional Equity Sales and Trading Intern
June 2017 to August 2017Oppenheimer & Co. Inc. － New York City, NY

Performed research on institutional equities to facilitate the work of the traders and salespeople.
Presented a comprehensive stock pitch to the firm's sales and trading team.
Shadowed the firm's sales traders and position traders to learn about their day-to-day responsibilities.
Compiled daily minutes of the firm's trading and research calls to be sent out to the necessary personnel.

Administrative Intern
February 2017 to May 2017IPE International Publishers － London, UK

Facilitated the coordination of events and awards conferences for European pension fund managers, hedge fund managers, and asset managers.
Surveyed asset managers throughout Europe for the company's monthly financial publication intended for institutional investors and pension funds.
Analyzed financial statements of US and European firms for the company database.

Operations Intern
June 2016 to August 2016Oppenheimer & Co. Inc. － New York City, NY

Participated in a rotational program in different departments such as mutual funds, client and portfolio services, operations control, purchase and sales, cashiering, and margin.
Assisted in the work of the firm's back office in each department and shadowed the respective department heads.
Performed trade reconciliations, ACAT transfers, and opening of new accounts for clients.

Arête Chairman
January 2016 to January 2017Tau Kappa Epsilon Fraternity － Storrs, CT

Responsible for compiling a comprehensive annual report of the organization's statistics including member information, record of organizational proceedings, philanthropy, and all other correspondence.

Skills

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