Equity Trader Job Description, Key Duties and Responsibilities

Equity Trader Job Description, Key Duties and Responsibilities.
Equity traders also provide useful financial advice to their clients.

This post provides detailed information on the job description of an equity trader, including the key duties, tasks, and responsibilities they commonly perform.

It also highlights the major requirements recruiters/employers may want candidates seeking the equity trader job to meet to be hired:

What Does an Equity Trader Do?

The equity trader is responsible for buying and selling stocks on behalf of the clients, who are interested in buying the stocks at a specific price or selling them at a certain value.

Basically, they have to buy stocks at lower price, hold it for a while and sell it to someone else when the price rises, resulting in profits.

The equity trader job description involves providing financial advice to their clients (companies) regarding which stock to invest in or not.

They have to have extensive knowledge about the financial analysis, economic, and business trends to provide clients with the best advice.

Most of the times, equity traders interact with other traders via phone or e-mail for buying and selling stocks in a specific time period (short or long).

Another duty of the equity trader is monitoring the changing prices of stocks in order to always keep an eye on which stocks are performing well, so that they can give their clients advice regarding which stock is better to invest their money in.

They also keep track of the upcoming events that can affect any stocks such as profit reports, government announcements and more so that they can always provide accurate information to their clients.

Equity traders may also work with financial consultants or financial analysts to provide the best advice to their clients.

They also provide investment advice to their clients when they are not trading them on the exchange.

It is part of the duties of equity traders to manage portfolios of clients’ money that they have bought and sold in the market.

Working as a team in order to make sure that their clients’ money is protected and managed without any problem is a big part of their tasks.

A good equity trader will handle the multiple responsibilities at once, which may include day-to-day trading, analysis, portfolio management and more.

Some equity traders are expected to work on holidays as they need to handle their clients’ portfolios during these periods too, which may include short trading or long positions, as well as providing financial advice.

They keep track of the latest news and the changes in the market in order to manage the portfolios of their clients accurately.

Equity Trader Job Description Example/Sample/Template

The equity trader job description consists of the following duties, tasks, and responsibilities:

  • Provide an accurate and timely information to the clients regarding their portfolios
  • Work well on team basis as they need to manage the portfolio of clients’ money
  • Conduct research work so that they can give their clients the best financial advice regarding which stocks they should invest in and which ones not
  • Comply with all the investment related regulations related to the securities trading
  • Maintain a track record of all the trades they do, so that they can protect their clients from any losses
  • Work extra hard on holidays and weekends as well due to the demands of their clients
  • Work on special occasions when there are any changes in the market trends
  • Equity traders also have to work effectively and efficiently as they must provide accurate reports of their financial analysis so that they can make the best out of it whether it is profits or losses
  • Monitor the investment portfolio of the clients on a regular basis in order to provide accurate information to the clients and make sure that they are comfortable enough with their investments
  • Responsible for the stocks that they buy and sell on the exchange, but also for their clients’ stocks as well which may include buying and selling in order to maintain a track record of all the trades.

Equity Trader Job Description for Resume

If you have worked before as an equity trader or are presently working in that role and are making a resume/CV for a new job, you can express the work experience that you have had by applying the above sample equity trader job description.

You can highlight the equity trader duties and responsibilities from the job description example above in your resume’s Professional Experience, to declare that you have been successful performing the equity trader role.

This piece of information can greatly boost your resume in getting you an interview, especially if the new job that you are seeking requires someone with some equity trader work experience.

Equity Trader Requirements: Skills, Knowledge, and Abilities for Career Success

If you are seeking the job of an equity trader, here are important requirements you may be expected to meet to be hired:

  • Good communication skills as they need to interact with different types of people as well, which includes their clients as well
  • Must have special skills related to finance and investments, which includes financial analysis, forecasting, securities trading, and more
  • Ability to work effectively on a team together with other employees who are also responsible for their clients’ money
  • Must be able to work extra hard on holidays and weekends as well due to the demands of their clients
  • Must be able to spend a lot of time on research, so that they can provide accurate and timely information about the stocks available for investment
  • Must have interest in trading in order to provide financial advice regarding it for their clients so that they can earn more money from it
  • Must have excellent communication skills as well in order to interact effectively with their clients
  • Must have an excellent understanding of the investment requirements of the clients in order to provide accurate and timely information about their finances
  • Must also maintain a very organized working environment as they need to manage the portfolio of their clients’ money by buying, selling and exchanging stocks on the exchange as well.

Equity Trader Salary

The highest income for an equity trader in the United States is $190,434 per year, according to Glassdoor.


This post is helpful to individuals interested in the equity trader career, to help them learn the duties and responsibilities of the role.

It is also useful to recruiters/employers who are in need of making a detailed job description for the equity trader position in their companies for use in the hiring process for the vacant role.

They can apply the sample equity trader job description provided on this page in making one for their companies.