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Institutional Equity Sales and Trading Intern Resume Example

Resume Score: 50%

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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 2017
Oppenheimer & 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 2017
IPE 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 2016
Oppenheimer & 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 2017
Tau 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
  • Interpersonal Skills
  • Analytical Ability
  • Leadership
  • Proficiency in Microsoft Excel; Linear Optimization and VLOOKUP
  •  Adaptability
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Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

Companies Worked For:

  • Oppenheimer & Co. Inc.
  • IPE International Publishers
  • Tau Kappa Epsilon Fraternity

School Attended

  • University of Connecticut

Job Titles Held:

  • Institutional Equity Sales and Trading Intern
  • Administrative Intern
  • Operations Intern
  • Arête Chairman

Degrees

  • Bachelor of Arts : Economics , 2018

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