Whitaker Securities, Llc Work Values

Daily Duties at Whitaker Securities, Llc:

Instituted best practices for full trade life cycle (Front end Sales to Trade execution to Final settlement). Implemented operation management techniques at all bottlenecks through process. Accomplished all operational duties daily from completing trade executions (Contracts & X-Clearing) to regulatory requirements (Trace & TRF), Owned trade break management cycle to ensure timely settlements and client satisfaction. Evaluated Edgar documents on Bloomberg to uncover new issues and value bond covenants. Worked directly with institutional clients and the front & middle office to provide financial advisement and negotiate convertible bond trade pricing and hedge (versus stock, options, or CDS). Authored and booked bond trade tickets (DTC clearing), reporting bonds to FINRA trace system and stock trades to NASDAQ TRF (ACT).

What they like about Whitaker Securities, Llc:

The social vibrance of a hiring firm is very important to you. Your ability to make and maintain friendships there is a critical part of your decision. You would likely be dissatisfied with a workplace that is quiet, cold, or otherwise not particularly social. When you investigate a new hiring company, ask recruiters, managers, and potential co-workers about the social life and opportunities there. This is especially important when you are relocating; moving dramatically alters your social sphere both inside and outside the workplace.

Tags

Convertible, Operations, Capital Markets, Hedge Funds, Investment Bank

Skills

P&L responsibilities, Presentation, Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Technology Solutions, Sales Support, Software Implementation, Requirements Analysis & Specification, Leadership

These are some of the questions we asked our climbers about their experiences with Whitaker Securities, Llc: