Trading Assistant

Hard Skills

- Trade Execution & Settlement

- Market Data Analysis & Visualization

- Risk Management & Compliance

- Bloomberg Terminal & FactSet

- Programming: Python, VBA, SQL

- Algorithmic Trading Support

- Portfolio Reconciliation & Reporting

Soft Skills

- Analytical Thinking

- Attention to Detail

- Time Management

- Effective Communication

- Team Collaboration

- Problem-solving Under Pressure

*Trading Support Specialist*

**ABC Capital Markets**, New York, NY

June 2022 – Present

- Assist senior traders with managing execution workflows across equities, options, and futures markets.

- Perform real-time trade monitoring ensuring timely clearance and settlement while minimizing operational errors.

- Automate routine reconciliation processes using Python scripts, reducing monthly processing time by 30%.

- Collaborate with compliance team to ensure adherence to SEC regulations and internal risk controls.

- Develop dashboards using Power BI to monitor trade activity and market liquidity patterns.

*Junior Trading Assistant*

**XYZ Financial Services**, Jersey City, NJ

August 2020 – May 2022

- Supported trading desk during high-volume market sessions, handling order entry and confirmations via Bloomberg and proprietary systems.

- Conducted daily reconciliation of prime brokerage accounts to identify discrepancies promptly.

- Managed communications with clearinghouses, custodians, and counterparties to ensure seamless trade settlement.

- Created detailed reports on trade execution metrics to assist in strategy review meetings.

- Implemented an alert system for price movements, improving pre-trade risk assessment accuracy.

**Bachelor of Science in Finance**

University of California, Berkeley

*Graduated May 2020*

- Certified Financial Technician (CFTe) — 2023

- Bloomberg Market Concepts (BMC) Certification — 2021

- CFA Level I Candidate

Automated Trade Reconciliation System

Led development of a Python-based reconciliation tool integrating Bloomberg API data streams. This project improved trade matching accuracy by 25% and reduced manual intervention significantly.

Market Liquidity Dashboard

Designed an interactive dashboard in Power BI that visualized real-time liquidity metrics across multiple asset classes, aiding traders in decision-making during volatile periods.

- English — Native

- Mandarin — Fluent