David Roberts
NORTH PARRAMATTA,NSW
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking, experienced and passionate job seeker. Ready to help team achieve company goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
34
34
years of professional experience
1
1
Certification
Work History
Equity Trader
Propex
11.2017 - Current
- Monitored market trends and developed strategies to capitalize on potential opportunities.
- Assessed hourly market conditions to look for hedge and arbitrage opportunities.
- Collaborated with analysts and coverage traders to distribute relevant market information.
- Devised detailed hedge and trade strategies for specific trades.
- Created and implemented strategic trading approaches.
- participate in morning strategy meetings.
- maintain consistent up to date stock and market knowledge and breaking news.
- input and execute all my own trades in Iress.
- maintain tight financial discipline whilst working within pre approved trading limits and policies.
- use various in house systems for strategy and execution of trading strategies.
- maintain strong market focus and discipline during trading hours while managing multiple positions and keeping abreast of market moving breaking news.
- daily reading and review of various broker reports of both stocks and the macro environment.
- work independently for long periods whist maintaining strong trading discipline and focus.
Equity Trader
BBY Stockbrokers
10.2013 - 01.2017
- Monitored market trends and developed strategies to capitalize on potential opportunities.
- Assessed hourly market conditions to look for hedge and arbitrage opportunities.
- Collaborated with analysts and coverage traders to distribute relevant market information.
- Execute trades using Iress while using various in house systems.
- Share information on stock moves and news amongst fellow traders.
- Strong discipline using firms agreed stop losses and management practices.
- Strong focus maintained during market hours whilst trading multiple stocks and handling multiple positions.
- Trusted work independently while maintaining strong market discipline.
- Staying focused for any 'breaking news' plays
- analysing short term economic trends and applying that to stocks for any potential moves.
- Implementing effective trading strategies.
- Created daily market recaps and profit and loss information to management at close of each trading day.
Sales Assistant
Ezy Advance Pawn Broker
03.2012 - 10.2013
- Helped customers locate products and checked store system for merchandise at other sites.
- Assisted customers with prompt and polite support in-person and via telephone.
- Remained calm and poised in high-stress, dynamic environment to promote service to customers and staff.
- Established rapport with customers using active listening and interpersonal skills.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Fielded customer questions to share information about products, availability, and pricing.
- Engaged in friendly conversation with customer to better uncover individual needs.
- Listened to customer needs and desires to identify and recommend optimal products.
Equity Sales Trader
Bell Potter Securities
07.2009 - 01.2012
- Advise a number of of large and medium size local and offshore institutions and hedge funds in stock selection and execution.
- Execute various orders for clients on a best endeavours basis to achieve the best possible outcome while keeping clients constantly informed of any changes in market changes that might be effecting stock client stock performance.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Networked to identify potential new clients.
- Attend and participate in daily morning meetings as well as client account meetings and stock teach ins.
- Work as part of a team to achieve various client requests from stock placement and execution to entertainment.
- Maintain strong client focus and rapport while keeping up to date with their portfolio.
- Identify any new market or stock trends whilst advising clients.
- team player helping out other members of the dealing room whenever needed in any capacity.
- Promoted and managed a number of key accounts through direct communication with clients and advising on stock opportunities and market trends
Head of Facilitation, Head of DTR's. Director
Citigroup
07.1989 - 11.2008
- Bid or offer local and offshore institutions and hedge funds for lines of stock while taking on various positions then unwind at best possible price using various hedging tools to reduce the firms overall exposure and minimise risk.
- Liaise with the sales trading and institutional trading desk for potential opportunities in crossing stock whether that be unwinding or creating new orders.
- Maintain good relationships with sales desks and the firms clients through both solid well respected execution and personal client contact professionally and personally.
- Work closely with the portfolio trading team for arbitrage opportunities or anyway either books could help one another unwind positions or create new hedges.
- aggressively bid for lines of stock from various institutions in the hope of winning new business for the firm.
- constantly maintain a large book of rolling positions overnight while dealing with any new requests from London or New York when needed.
- Attend and participate in morning meetings as well as various other in house and client meetings to be aware of any in house changes to stock recommendations or client attitudes toward stock holdings.
- work with analysts and strategy teams for a better understating of stock recommendations and overall economic conditions on both the micro and macro front.
- personally execute the majority of own trades.
- communicate effectively with local and interstate sales teams when looking to shift lines of stock.
- attend entertainment functions when required by sales team members when required to help build ongoing client relationships.
- run a team of up to six DTR's (operators) responsible of the execution of all local order flow using various methods and guarantees.
- working with the DTR's to keep team morale strong and help mitigate any problems with orders executed whether that be through the book or communicating with the sales team or clients (a big part of the job).
- advising and training younger DTR's on best execution objectives for clients and the firm.
- maintain rolling holiday and lunch roster for team members.
- maintain strong focus and discipline throughout the trading day so as not to miss any potential opportunities.
- help build a team camaraderie in the dealing room, particularly between sales and execution.
Equity DTR, Head Execution London Orders
Citigroup
02.1996 - 10.1999
- execute orders on behalf of local and offshore institutional clients and hedge funds.
- work as part of a team of DTR's covering various stocks and sectors.
- work closely with sales team to advise and achieve best possible pricing outcome executing for clients.
- sole responsibility for daily London order flow and execution methods and reporting back to London that afternoon /evening both verbally and written explaining sales and market moves.
- attempt to achieve solid offerings for local clients while looking after London orders trying to avoid conflict.
- attend morning meetings for stock and market updates.
Trading List Clerk. Junior DTR
Citigroup
07.1989 - 02.1996
- Execute orders for local and offshore institutional clients and hedge funds on the ASX attempting to achieve bet possible pricing outcome.
- reconcile settled trades with in house system between booked and reported trades.
- Organise contract notes to make sure they were delivered to correct clients promptly by a team of juniors.
- Participate in team meetings and assist senior DTR's in any way required.
- Input data into spreadsheets and databases.
- Completed data entry tasks with accuracy and efficiency.
- Checked for accuracy by verifying data and records.
- Participate in team meetings.
- Maintain up to date knowledge of ASX rules and regulations.
Education
Auburn Marist High School
Auburn, NSWSecurities Institute Course
Sydney, NSWTrading Mindset Programme
Sydney, NSWSkills
- Commodity Risk Management
- Cash Equities Sales
- Equities Trading
- Risk Limit Determination
- Customer Service
- Prospecting and Networking
- Team Collaboration
- Team Leadership
- Securities Pricing
- Decision-Making
- Coaching and Mentoring
- Client Relations
- Account Management
Affiliations
- ATC member
- Sydney Roosters Member
Certification
- RSA certified
- RSG certified
gym
- weekly gym attendee
- Boxing/MMA enthusiast
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
It's fine to celebrate success but it is more important to heed the lessons of failure.
Bill Gates
Timeline
Equity Trader
Propex
11.2017 - Current
Equity Trader
BBY Stockbrokers
10.2013 - 01.2017
Sales Assistant
Ezy Advance Pawn Broker
03.2012 - 10.2013
Equity Sales Trader
Bell Potter Securities
07.2009 - 01.2012
Equity DTR, Head Execution London Orders
Citigroup
02.1996 - 10.1999
Head of Facilitation, Head of DTR's. Director
Citigroup
07.1989 - 11.2008
Trading List Clerk. Junior DTR
Citigroup
07.1989 - 02.1996
Auburn Marist High School
Securities Institute Course
Trading Mindset Programme
- RSA certified
- RSG certified
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