Securities Trader Business & Administration Technicians
SaveWhat Does a Securities Trader Do?
Securities traders purchase and sell securities such as stocks, bonds and shares on their own account or on their employers account based on their expertise in the financial markets. They monitor the performance of the securities traded, assessing their stability or speculative tendancies. Securities brokers calculate the securities price and place orders. They record and file all securities transactions and take care of their financial documents.
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Where Do I Start?
Modern Portfolio Theory
The theory of finance that attempts to either maximise the profit of an investment equivalent to the risk taken or to reduce the risk for the expected profit of an investment by judiciously choosing the right combination of financial products.
Sign up to trackReady to go deeper? Pick up to 3 skills to focus on from the list below.
These are common skills for this role. Real-world experience matters more than ticking every box — use this as a guide, not a checklist.
Skills You Need to Become a Securities Trader
Essential Skills
Essential Skills
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EssentialModern Portfolio Theory knowledge
The theory of finance that attempts to either maximise the profit of an investment equivalent to the risk taken or to reduce the risk for the expected profit of an …
Recommended Books
1 book -
EssentialStock Market knowledge
The market in which shares of publicly held companies are issued and traded.
Recommended Books
1 book -
EssentialActuarial Science knowledge
The rules of applying mathematical and statistical techniques to determine potential or existing risks in various industries, such as finance or insurance.
No book recommendations available yet.
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EssentialEconomics knowledge
Economic principles and practices, financial and commodity markets, banking and the analysis of financial data.
No book recommendations available yet.
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EssentialFinancial Jurisdiction knowledge
Financial rules and procedures applicable to a certain location, whose regulatory bodies decide on its jurisdiction
No book recommendations available yet.
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EssentialFinancial Markets knowledge
The financial infrastructure which permits trading securities offered by companies and individuals govern by regulatory financial frameworks.
No book recommendations available yet.
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EssentialSecurities knowledge
The financial instruments traded in financial markets representing both the right of property over the owner and at the same time, the obligation of payment over the issuer. The aim …
No book recommendations available yet.
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EssentialAnalyse Economic Trends skill
Analyse developments in national or international trade, business relations, banking, and developments in public finance and how these factors interact with one another in a given economic context.
Course recommendations coming soon.
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EssentialAnalyse Market Financial Trends skill
Monitor and forecast the tendencies of a financial market to move in a particular direction over time.
Course recommendations coming soon.
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EssentialCommunicate With Customers skill
Respond to and communicate with customers in the most efficient and appropriate manner to enable them to access the desired products or services, or any other help they may require.
Course recommendations coming soon.
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EssentialForecast Economic Trends skill
Gather and analyse economic data in order to predict economic trends and events.
Course recommendations coming soon.
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EssentialHandle Financial Transactions skill
Administer currencies, financial exchange activities, deposits as well as company and voucher payments. Prepare and manage guest accounts and take payments by cash, credit card and debit card.
Course recommendations coming soon.
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EssentialMonitor Stock Market skill
Observe and analyse the stock market and its trends on a daily basis to gather up-to-date information in order to develop investment strategies.
Course recommendations coming soon.
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EssentialOffer Financial Services skill
Provide a broad range of financial services to clients such as assistance with financial products, financial planning, insurances, money and investment management.
Course recommendations coming soon.
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EssentialWrite Work-related Reports skill
Compose work-related reports that support effective relationship management and a high standard of documentation and record keeping. Write and present results and conclusions in a clear and intelligible way so …
Course recommendations coming soon.
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EssentialPerform Financial Market Business skill
Perform or monitor business operations on the money market and on the capital market such as the lending or receiving of deposits, swap transactions or short selling.
Course recommendations coming soon.
Optional Skills (5 of 22 displayed)
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OptionalAccounting Techniques knowledge
The techniques of recording and summarising business and financial transactions and analysing, verifying, and reporting the results.
Recommended Books
1 book -
OptionalOffice Software knowledge
The characteristics and functioning of software programs for office tasks such as word processing, spreadsheets, presentation, email and database.
Recommended Books
2 books -
OptionalInvestment Analysis knowledge
The methods and tools for analysis of an investment compared to its potential return. Identification and calculation of profitability ratio and financial indicators in relation to associated risks to guide …
Recommended Books
1 book -
OptionalBanking Activities knowledge
The broad and continuously growing banking activities and financial products managed by banks ranging from personal banking, corporate banking, investment banking, private banking, up to insurance, foreign exchange trading, commodity …
No book recommendations available yet.
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OptionalFinancial Products knowledge
The different types of instruments that apply to the management of cash flow that are available on the market, such as shares, bonds, options or funds.
No book recommendations available yet.
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OptionalStatistics knowledge
The study of statistical theory, methods and practices such as collection, organisation, analysis, interpretation and presentation of data. It deals with all aspects of data including the planning of data …
No book recommendations available yet.
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OptionalTax Legislation knowledge
Tax legislation applicable to a specific area of specialisation, such as import tax, government tax, etc.
No book recommendations available yet.
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OptionalAdvise On Financial Matters skill
Consult, advise, and propose solutions with regards to financial management such as acquiring new assets, incurring in investments, and tax efficiency methods.
Course recommendations coming soon.
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OptionalAdvise On Investment skill
Assess the customer's economic goals and advise on the possible financial investments or capital investments to promote wealth creation or safeguarding.
Course recommendations coming soon.
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OptionalAnalyse Financial Risk skill
Identify and analyse risks that could impact an organisation or individual financially, such as credit and market risks, and propose solutions to cover against those risks.
Course recommendations coming soon.
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OptionalCreate A Financial Plan skill
Develop a financial plan according to financial and client regulations, including an investor profile, financial advice, and negotiation and transaction plans.
Course recommendations coming soon.
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OptionalDevelop Investment Portfolio skill
Create an investment portfolio for a customer that includes an insurance policy or multiple policies to cover specific risks, such as financial risks, assistance, reinsurance, industrial risks or natural and …
Course recommendations coming soon.
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OptionalExamine Credit Ratings skill
Investigate and look for information on the creditworthiness of companies and corporations, provided by credit rating agencies in order to determine the likelihood of default by the debtor.
Course recommendations coming soon.
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OptionalInterpret Financial Statements skill
Read, understand, and interpret the key lines and indicators in financial statements. Extract the most important information from financial statements depending on the needs and integrate this information in the …
Course recommendations coming soon.
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OptionalMaintain Records Of Financial Transactions skill
Collate all the financial transactions done in the daily operations of a business and record them in their respective accounts.
Course recommendations coming soon.
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OptionalObtain Financial Information skill
Gather information on securities, market conditions, governmental regulations and the financial situation, goals and needs of clients or companies.
Course recommendations coming soon.
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OptionalPerform Stock Valuation skill
Analyse, calculate and appraise the value of the stock of a company. Use mathematic and logarithm in order to determine the value in consideration of different variables.
Course recommendations coming soon.
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OptionalProvide Financial Product Information skill
Give the customer or client information about financial products, the financial market, insurances, loans or other types of financial data.
Course recommendations coming soon.
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OptionalReview Investment Portfolios skill
Meet with clients to review or update an investment portfolio and provide financial advice on investments.
Course recommendations coming soon.
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OptionalTrace Financial Transactions skill
Observe, track and analyse financial transactions made in companies or in banks. Determine the validity of the transaction and check for suspicious or high-risk transactions in order to avoid mismanagement.
Course recommendations coming soon.
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OptionalTrade Securities skill
Buy or sell tradable financial products such as equity and debt securities on your own account or on behalf of a private customer, corporate customer or credit institution.
Course recommendations coming soon.
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OptionalMake Investment Decisions skill
Determine whether to buy or sell financial products such as fonds, bonds or stocks in order to enhance profitability and to reach the best performance.
Course recommendations coming soon.
