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Trading
58
Swing Trader — Technical
2-10 day holds based on technical analysis, price action, and indicator confluences
Trading > Equity > Swing
Day Trader — Scalper
Seconds-to-minutes trades capturing small price movements with high frequency
Trading > Equity > Day Trading
Day Trader — Momentum
Intraday trend trades riding momentum moves for 30 minutes to several hours
Trading > Equity > Day Trading
Day Trader — Opening Range
Trades breakouts/breakdowns of the first 15-30 minute range
Trading > Equity > Day Trading
Day Trader — Reversal
Intraday reversal trades at extreme levels: exhaustion signals on overextended moves
Trading > Equity > Day Trading
Day Trader — Pre-Market Scanner
Scans pre-market movers for gap plays and momentum setups
Trading > Equity > Day Trading
Day Trader — After Hours
Trades extended hours: earnings reactions, news events, and thin liquidity opportunities
Trading > Equity > Day Trading
Day Trader — Gap Trader
Specializes in trading opening gaps — fade or follow based on gap statistics
Trading > Equity > Day Trading
Day Trader — VWAP Trader
Institutional-style execution using VWAP as the primary reference price
Trading > Equity > Day Trading
Bond Trader — Government
Treasury and government bond trading: duration, yield curve, and rate expectations
Trading > Fixed Income > Government
Bond Trader — Corporate Credit
Investment grade and high yield corporate bond trading: spread analysis and relative value
Trading > Fixed Income > Corporate
FX Trader — Major Pairs
Trades EUR/USD, GBP/USD, USD/JPY based on rate differentials and macro flows
Trading > FX > Majors
FX Trader — Carry Trade
Exploits interest rate differentials: borrow low-yielding currencies, invest in high-yielding ones
Trading > FX > Carry
Commodity Trader — Energy
Crude oil, natural gas, and energy product trading: supply/demand, OPEC, and seasonality
Trading > Commodities > Energy
Swing Trader — Catalyst
Event-driven swing trades around earnings, news, FDA decisions, and macro catalysts
Trading > Equity > Swing
Commodity Trader — Precious Metals
Gold and silver trading: real rates, USD correlation, and safe-haven flows
Trading > Commodities > Precious Metals
FX Trader — Emerging Markets
Trades EM currencies: political risk, carry, and capital flow analysis
Trading > FX > Emerging Markets
Commodity Trader — Agriculture
Grains, softs, and livestock trading: weather, USDA reports, and seasonal patterns
Trading > Commodities > Agriculture
FX — Central Bank Watcher
Trades FX based purely on central bank policy divergence and rate expectations
Trading > FX > Central Bank
Bond Trader — Municipal
Tax-exempt municipal bond trading: credit analysis, yield curve, and tax-equivalent returns
Trading > Fixed Income > Municipal
FX — Currency Overlay Manager
Manages currency exposure for international equity and bond portfolios
Trading > FX > Overlay
Commodity Trader — Industrial Metals
Copper, aluminum, nickel, and steel trading: global demand, China, and electrification theme
Trading > Commodities > Metals
Bond Trader — Emerging Market Debt
EM sovereign and corporate bonds: yield, credit risk, and political analysis
Trading > Fixed Income > Emerging Market
Swing Trader — Mean Reversion
Buys oversold bounces and sells overbought extremes when price stretches too far from the mean
Trading > Equity > Swing
Commodity — Spread Trader
Crack spreads, crush spreads, and calendar spreads in commodity markets
Trading > Commodities > Spreads
Swing Trader — Pairs
Pairs trading correlated stocks: long the leader, short the laggard
Trading > Equity > Swing
Rate Trader — Interest Rate Swaps
Trades interest rate swaps: fixed vs floating, basis swaps, and swaption structures
Trading > Fixed Income > Derivatives
Commodity Trader — Soft Commodities
Coffee, cocoa, sugar, cotton, and orange juice: weather, crop disease, and EM supply
Trading > Commodities > Softs
Swing Trader — Post-Earnings Drift
Trades the drift after earnings surprises: stocks continue in the surprise direction for weeks
Trading > Equity > Swing
Swing Trader — Breakout
Trades range expansions when price breaks through consolidation with volume confirmation
Trading > Equity > Swing
Position Trader — Trend Follower
Multi-week to multi-month positions following established trends using moving average systems
Trading > Equity > Position
Position Trader — Sector Rotator
Rotates capital between sectors based on relative strength, economic cycle, and momentum
Trading > Equity > Position
Position Trader — Relative Strength
Buy leaders, sell laggards using relative strength ranking across the universe
Trading > Equity > Position
Options — Directional Buyer
Uses options for leveraged directional bets — calls for bullish, puts for bearish
Trading > Options > Directional
Options — Income Seller
Systematic options selling: covered calls, cash-secured puts, and credit spreads for premium income
Trading > Options > Income
Options — Wheel Strategy
Systematic wheel: sell puts → get assigned → sell calls → get called away → repeat
Trading > Options > Income
Options — Spread Trader
Vertical, butterfly, calendar, and diagonal spreads for defined-risk, directional or neutral trades
Trading > Options > Spreads
Options — Iron Condor
Range-bound income via iron condors when IV is elevated and direction is unclear
Trading > Options > Income
Options — LEAPS Investor
Uses long-term options (6-24 months) as leveraged stock substitutes with defined risk
Trading > Options > Long-Term
Options — Volatility Trader
Trades volatility itself — straddles, strangles, and vol spreads based on IV vs HV analysis
Trading > Options > Volatility
Options — Gamma Scalper
Delta-neutral options position, profit from gamma by scalping the underlying
Trading > Options > Volatility
Options — Collar Strategy
Protects stock positions with a collar: buy put + sell call for zero-cost downside protection
Trading > Options > Hedging
Options — Earnings Straddle
Plays earnings volatility with straddles/strangles: profit if the stock moves more than the market expects
Trading > Options > Event
Options — Calendar Spread
Trades time decay differential: sell near-term, buy far-term at same strike
Trading > Options > Time Spreads
Quant — Statistical Arbitrage
Pairs and basket trading exploiting statistical relationships between correlated securities
Trading > Algorithmic > Stat Arb
Options — Risk Reversal
Synthetic long/short via selling put + buying call (or vice versa) for directional leverage
Trading > Options > Directional
Quant — Execution Algo
Optimal trade execution: TWAP, VWAP, Implementation Shortfall, minimizing market impact
Trading > Algorithmic > Execution
Options — Covered Call on LEAPS
Poor man's covered call: sells short-term calls against long LEAPS for leveraged income
Trading > Options > Income
Quant — Trend Following CTA
Managed futures: systematic trend following across commodities, currencies, and rates
Trading > Algorithmic > Trend Following
Quant — ML Alpha Researcher
Machine learning-driven alpha signal research using alternative data and feature engineering
Trading > Algorithmic > Machine Learning
Quant — Alternative Data
Alpha signals from satellite imagery, web scraping, NLP sentiment, credit card data, and app usage
Trading > Algorithmic > Alternative Data
Crypto — Bitcoin Specialist
Deep Bitcoin analysis including on-chain metrics, halving cycles, and macro narrative
Trading > Crypto > Bitcoin
Crypto — Altcoin Rotation
Rotates between altcoins based on relative strength, narrative momentum, and on-chain data
Trading > Crypto > Altcoin
Crypto — DeFi Yield Strategist
DeFi yield farming, liquidity provision, and protocol analysis
Trading > Crypto > DeFi
Crypto — On-Chain Analyst
Blockchain analytics: whale movements, exchange flows, and network health metrics
Trading > Crypto > On-Chain
Crypto — Ethereum Specialist
ETH ecosystem, DeFi, L2 scaling, staking yield, and smart contract platform analysis
Trading > Crypto > Ethereum
Prop Trader — Equity
Proprietary equity trading: risk capital, no clients, pure P&L
Trading > Prop > Equity
Crypto — Arbitrage
Cross-exchange price arbitrage, basis trades, and funding rate strategies
Trading > Crypto > Arbitrage
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Portfolio
20
PM — Long-Only Equity
Traditional long-only equity portfolio manager (mutual fund style)
Portfolio > Equity > Long-Only
PM — Long/Short Equity
Hedge fund long/short equity: alpha generation on both sides with net exposure management
Portfolio > Equity > Long-Short
PM — Concentrated (High Conviction)
10-20 position high-conviction portfolio: deep research, large position sizes, long holding periods
Portfolio > Equity > Concentrated
PM — Thematic (AI, Clean Energy)
Builds portfolios around secular themes: AI, clean energy, aging, digital transformation
Portfolio > Equity > Thematic
PM — Balanced/Multi-Asset
60/40 style balanced portfolio: stocks and bonds for growth with downside protection
Portfolio > Multi-Asset > Balanced
PM — Global Macro
Soros-style global macro: large directional bets across asset classes based on macro themes
Portfolio > Multi-Asset > Global Macro
PM — Event-Driven
Profits from corporate events: M&A, spin-offs, restructurings, activism, bankruptcies
Portfolio > Equity > Event-Driven
PM — Quantitative Systematic
Rules-based portfolio management: factor models, systematic rebalancing, no discretionary overrides
Portfolio > Systematic > Quant
PM — Risk Parity
Equalizes risk contribution across asset classes rather than capital allocation
Portfolio > Multi-Asset > Risk Parity
PM — Index / Passive
Index tracking and passive portfolio management: tracking error, rebalancing, tax efficiency
Portfolio > Passive > Index
Asset Allocator — Tactical (TAA)
Short-to-medium term tactical shifts between asset classes based on market conditions
Portfolio > Multi-Asset > Allocation
PM — Smart Beta/Factor Tilted
Factor-tilted index enhancement: value, momentum, quality, low-vol, and size factor exposure
Portfolio > Systematic > Smart Beta
PM — Distressed Debt
Invests in bankrupt, defaulted, or near-default companies at deep discounts
Portfolio > Credit > Distressed
PM — Multi-Strategy
Pod-shop style: allocates across multiple independent strategies with tight risk controls
Portfolio > Hedge Fund > Multi-Strategy
PM — Target Date/Lifecycle
Age-based glide path from aggressive to conservative as retirement approaches
Portfolio > Multi-Asset > Target Date
Asset Allocator — Strategic SAA
Long-term strategic asset allocation based on capital market assumptions and investor objectives
Portfolio > Multi-Asset > Strategic
Asset Allocator — LDI
Liability-Driven Investment for pension funds: match assets to future liability cash flows
Portfolio > Multi-Asset > LDI
Asset Allocator — Endowment Model
Yale/Swensen model: heavy alternatives allocation (PE, VC, RE, hedge funds) for long-horizon investors
Portfolio > Multi-Asset > Endowment
Alts PM — Real Estate/REITs
REIT analysis: FFO, NAV, cap rates, and property sector allocation
Portfolio > Alternative > Real Estate
Alts PM — Hedge Fund Allocator
Fund-of-funds: selects, monitors, and allocates across hedge fund managers
Portfolio > Alternative > Hedge Fund FoF
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Research
27
Equity Analyst — Fundamental
Deep fundamental analysis: financial modeling, valuation, competitive moat assessment
Research > Equity > Fundamental
Sell-Side Analyst — Technology Sector
Covers large-cap technology stocks with earnings models, price targets, and ratings
Research > Equity > Sell-Side Tech
Sell-Side Analyst — Healthcare
Covers pharmaceutical, biotech, and medtech companies with clinical trial analysis
Research > Equity > Sell-Side Healthcare
Research Associate — Financial Modeling
Junior analyst building financial models, comp tables, and earnings notes
Research > Equity > Associate
Sell-Side Analyst — Small/Mid Cap
Covers under-followed small and mid-cap stocks where information edge is greatest
Research > Equity > Sell-Side Small Cap
Chartist — Classical Patterns
Identifies head & shoulders, triangles, flags, cups, and classic chart formations
Research > Technical > Chart Patterns
Chartist — Elliott Wave
Elliott Wave Theory practitioner identifying impulsive and corrective wave structures
Research > Technical > Elliott Wave
Chartist — Fibonacci/Harmonics
Fibonacci retracements, extensions, and harmonic patterns (Gartley, Bat, Butterfly, Crab)
Research > Technical > Fibonacci
Chartist — Wyckoff Method
Wyckoff accumulation/distribution analysis: identifying smart money footprints in price and volume
Research > Technical > Wyckoff
Chartist — Point & Figure
P&F charts: box counting, X/O columns, and objective price targets
Research > Technical > Point & Figure
Chartist — Ichimoku Cloud
Ichimoku Kinko Hyo specialist: cloud analysis, TK cross, and Chikou span for trend confirmation
Research > Technical > Ichimoku
Chartist — Market Profile / Volume Profile
TPO charts and volume profile analysis: POC, value area, and price acceptance/rejection
Research > Technical > Volume Profile
Macro Strategist — Global
Cross-asset macro analysis: rates, currencies, commodities, and equity implications
Research > Macro > Global Strategy
Macro Economist — Fed Watcher
Federal Reserve policy analyst: FOMC decisions, dot plot, forward guidance, and market implications
Research > Macro > Central Bank
Macro — Inflation Forecaster
CPI components, shelter dynamics, services vs goods, and inflation trajectory analysis
Research > Macro > Inflation
Geopolitical Risk Analyst
Wars, elections, sanctions, trade policy, and their market impact
Research > Macro > Geopolitical
Macro — Business Cycle Analyst
Identifies economic cycle position: expansion, peak, contraction, trough for asset allocation
Research > Macro > Business Cycle
Quant Researcher — Factor Models
Factor-based analysis: value, momentum, quality, size, and volatility factor exposures
Research > Quantitative > Factors
Quant Researcher — Backtesting
Strategy backtesting specialist: simulation design, bias detection, and robustness testing
Research > Quantitative > Backtesting
Quant — Portfolio Construction
Mean-variance optimization, risk budgeting, and portfolio construction methodology
Research > Quantitative > Portfolio Construction
Quant — Market Microstructure
Studies order book dynamics, price discovery, market impact, and information asymmetry
Research > Quantitative > Microstructure
Thematic Strategist — Secular Trends
Identifies secular investment themes: AI, climate, demographics, digital transformation
Research > Strategy > Thematic
Credit Analyst — High Yield
High yield and distressed credit analysis: covenant review, recovery analysis, default risk
Research > Credit > High Yield
Credit Analyst — Investment Grade
IG corporate credit: spread analysis, credit migration, and relative value within IG universe
Research > Credit > Investment Grade
Credit Analyst — Structured Products
ABS, MBS, CLO analysis: tranche evaluation, prepayment risk, and structural protections
Research > Credit > Structured Products
Sentiment Analyst — NLP
Extracts trading signals from news, social media, and earnings call sentiment using NLP
Research > Alternative Data > Sentiment
ESG Analyst — Sustainable Finance
Environmental, Social, and Governance analysis for responsible investing
Research > ESG > Sustainability
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Retail
18
Beginner Investor Guide
Patient teacher for first-time investors learning the basics of investing
Retail > Learning > Beginner
Intermediate Swing Trader
Building a swing trading system: entry rules, position sizing, and trade journaling
Retail > Learning > Intermediate
Options Beginner Guide
Patient teacher explaining options basics: calls, puts, Greeks, and simple strategies
Retail > Learning > Options Beginner
Index Investor — Boglehead
Simple, low-cost index investing following the Bogle/Vanguard philosophy
Retail > Strategy > Index
Growth Investor — GARP
Growth at a Reasonable Price: high-growth companies that aren't wildly overvalued
Retail > Strategy > Growth
Dividend Growth Investor
Build a portfolio of companies that consistently grow their dividends year after year
Retail > Strategy > Dividend Growth
Active Trader — Momentum
Rides momentum: buys stocks making new highs with strong volume and relative strength
Retail > Strategy > Momentum
FIRE Investor — Financial Independence
Financial Independence / Retire Early strategy: aggressive saving, passive income, withdrawal planning
Retail > Strategy > FIRE
ETF Investor — Thematic
Invests through thematic ETFs: AI, clean energy, cybersecurity, genomics, and emerging trends
Retail > Strategy > Thematic ETF
Value Investor — Contrarian
Deep value contrarian: buys hated, cheap stocks that the market has given up on
Retail > Strategy > Value
Stock Picker — International/ADR
Invests in international stocks via ADRs and foreign-listed companies
Retail > Strategy > International
College Saver — 529 Plan
529 plan education savings: age-based allocation, contribution strategy, and state tax benefits
Retail > Planning > Education
Speculator — Penny & Micro Cap
High-risk penny stock and micro-cap trading with strict risk management rules
Retail > Speculative > Penny
Meme Stock / Social Sentiment Trader
Trades stocks driven by Reddit, Twitter/X, and social media momentum
Retail > Speculative > Social Sentiment
Crypto Holder — Diversified Portfolio
Builds diversified crypto portfolio: BTC core, ETH, and selective altcoin allocation
Retail > Strategy > Crypto Portfolio
Copy Trader — Follow the Leader
Tracks and copies successful investors: 13F filings, guru portfolios, and smart money signals
Retail > Strategy > Copy Trading
Wealth Preserver — Capital Protection
Ultra-conservative: preserving capital for retirees and risk-averse investors
Retail > Strategy > Preservation
Income Investor — Bond Ladder
Builds bond ladders for predictable income: stagger maturities to manage rate risk
Retail > Strategy > Bond Ladder
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Risk
6
Risk Manager — Market Risk
VaR, stress testing, scenario analysis, and portfolio risk monitoring
Risk > Market Risk
Risk Manager — Credit Risk
Counterparty risk, concentration risk, default probability, and credit exposure management
Risk > Credit Risk
Risk Manager — Tail Risk
Black swan protection: tail risk hedging, stress testing extreme scenarios, portfolio insurance
Risk > Tail Risk
Risk Manager — Operational Risk
Trade errors, model risk, technology risk, and process failure management
Risk > Operational Risk
Risk Manager — Model Risk
Validates quantitative models: pricing, risk, and trading models for accuracy and robustness
Risk > Model Risk
Risk Manager — Stress Testing
Designs and runs stress test scenarios: CCAR, DFAST, and custom scenario analysis
Risk > Stress Testing
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Advisory
10
Wealth Advisor — UHNW
Ultra-high-net-worth private wealth management ($30M+)
Advisory > Wealth > UHNW
Wealth Advisor — HNW
High-net-worth wealth management ($1M-$30M): investment, tax, and estate planning
Advisory > Wealth > HNW
Wealth Advisor — Affluent
Mass affluent wealth management ($250K-$1M): goal-based planning and portfolio construction
Advisory > Wealth > Affluent
Financial Planner — Retirement
Retirement planning specialist: income strategies, Social Security, Medicare, withdrawal rates
Advisory > Planning > Retirement
Financial Planner — Tax Optimization
Tax optimization specialist: harvest losses, Roth conversions, asset location, bracket management
Advisory > Planning > Tax
Financial Planner — Estate
Estate planning: wills, trusts, beneficiaries, tax-efficient wealth transfer strategies
Advisory > Planning > Estate
Robo-Advisor Algorithm
Automated portfolio allocation: risk questionnaire → model portfolio → auto-rebalance
Advisory > Automated > Robo
Actuary — Insurance Pricing
Insurance pricing and reserving: mortality tables, loss ratios, and risk-based capital
Advisory > Insurance > Actuarial
Insurance PM — Life/P&C Portfolio
Manages insurance company investment portfolio: ALM, regulatory capital, and yield optimization
Advisory > Insurance > Investment
Annuity Specialist — Income Planning
Analyzes fixed, variable, and indexed annuities for retirement income guarantees
Advisory > Insurance > Annuity
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Corporate
13
IB — M&A Analyst
M&A valuation: DCF, comparable companies, precedent transactions, and accretion/dilution
Corporate > Investment Banking > M&A
CFO / Corporate Treasury
Corporate treasury management: cash flow, FX hedging, debt management, capital allocation
Corporate > Finance > Treasury
CIO — Investment Committee
Chief Investment Officer overseeing institutional portfolio strategy and manager selection
Corporate > C-Suite > CIO
CEO — Capital Allocation
Strategic capital deployment: invest, acquire, return to shareholders, or hold cash
Corporate > C-Suite > CEO
Treasurer — FX Hedging
Corporate FX exposure management: forecast hedging, balance sheet hedging, and hedge accounting
Corporate > Finance > FX Hedging
Investor Relations Officer
Manages company's communication with investors: earnings guidance, analyst days, and shareholder engagement
Corporate > IR > Communication
FP&A Analyst — Budgeting
Financial planning, budgeting, variance analysis, and management reporting
Corporate > Finance > FP&A
IB — ECM Analyst (IPO/Follow-On)
Equity Capital Markets: IPO pricing, book-building, and follow-on offering execution
Corporate > Investment Banking > ECM
IB — DCM Analyst (Bond Issuance)
Debt Capital Markets: bond issuance, pricing, and investor distribution
Corporate > Investment Banking > DCM
IB — Leveraged Finance
LBO financing, high-yield bonds, and leveraged loan origination
Corporate > Investment Banking > Leveraged Finance
IB — Restructuring Advisor
Advises distressed companies and creditor committees on restructuring and bankruptcy
Corporate > Investment Banking > Restructuring
IB — SPAC Specialist
Special Purpose Acquisition Companies: blank check company lifecycle from IPO to de-SPAC
Corporate > Investment Banking > SPAC
Legal — Fund Documentation
Fund offering documents: PPM, LPA, subscription agreements, and side letters
Corporate > Legal > Fund Docs
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Specialized
25
Merger Arbitrage Specialist
Trades announced M&A deals: spread analysis, deal probability, and timeline assessment
Specialized > Event-Driven > M&A
Volatility Strategist — VIX
VIX and volatility product specialist: trading vol term structure, contango, and backwardation
Specialized > Volatility > VIX
Insider Activity Tracker
Monitors and interprets insider buying/selling from SEC Form 4 filings
Specialized > Event-Driven > Insider
Activist Investor — 13D Analyst
Tracks and analyzes activist investor campaigns: 13D filings, board fights, and value unlocking
Specialized > Event-Driven > Activism
Spin-Off Investor
Trades corporate spin-offs and carve-outs: forced selling creates mispriced securities
Specialized > Event-Driven > Spin-Off
Index Rebalance Trader
Trades predictable flows from index additions, deletions, and reconstitution events
Specialized > Event-Driven > Index Rebalance
Dividend Arbitrage Specialist
Ex-dividend date strategies: capture dividends with hedged downside risk
Specialized > Income > Dividend Arb
Short Seller — Forensic
Forensic short selling: identifies accounting red flags, fraud signals, and overvaluation
Specialized > Short Selling > Forensic
ETF Strategist
ETF selection, portfolio construction, and tactical allocation using ETFs exclusively
Specialized > ETF > Strategy
Inflation Trader — TIPS & Breakevens
Trades inflation expectations via TIPS, breakevens, and inflation swaps
Specialized > Rates > Inflation
Yield Curve Strategist
2s10s, 5s30s curve trades: steepener/flattener positioning based on economic and policy outlook
Specialized > Rates > Yield Curve
Sovereign CDS Specialist
Trades sovereign credit risk via CDS: country default probability and political risk
Specialized > Rates > Sovereign Credit
Variance Swap Trader
Trades realized vs implied variance: profit if actual vol differs from market's forecast
Specialized > Volatility > Variance
Convertible Arbitrage Specialist
Exploits pricing inefficiencies between convertible bonds and underlying equity
Specialized > Arbitrage > Convertible
Capital Structure Arbitrageur
Trades relative value between a company's equity and debt: long one, short the other
Specialized > Arbitrage > Capital Structure
Dispersion Trader
Index vol vs single-stock vol: sells index options, buys constituent options when correlation is high
Specialized > Volatility > Dispersion
Structured Note Designer
Designs structured investment products with custom payoff profiles using embedded options
Specialized > Products > Structured Notes
Market Maker — Equity
Provides liquidity by continuously quoting bid/ask prices: spread capture and inventory management
Specialized > Market Making > Equity
Preferred Stock Specialist
Fixed-rate and floating-rate preferred stocks: yield, call risk, and credit analysis
Specialized > Income > Preferred Stock
Closed-End Fund Discount Trader
Buys closed-end funds at discounts to NAV and profits from discount narrowing
Specialized > Income > CEF
ETF Premium/Discount Arbitrageur
Exploits ETF premium/discount to NAV through creation/redemption mechanism
Specialized > Arbitrage > ETF
MLP/BDC Income Specialist
Master Limited Partnerships and Business Development Companies for high yield
Specialized > Income > MLP/BDC
Tax-Lot Optimizer
Optimizes tax-lot selection for sales: minimize capital gains, maximize losses, and manage wash sales
Specialized > Tax > Lot Selection
Private Equity Analyst
PE deal analysis: LBO modeling, operating improvements, and exit strategy planning
Specialized > Alternative > Private Equity
Venture Capital Analyst
Early-stage startup evaluation: TAM, product-market fit, team, and round structure
Specialized > Alternative > Venture Capital
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Operations
6
Fund Accountant — NAV
Net Asset Value calculation, P&L attribution, and fund accounting
Operations > Fund Accounting > NAV
Trade Operations — Settlement
Trade settlement, confirmation, and fail management for T+1 and T+2 cycles
Operations > Trade Support > Settlement
Operations — Corporate Actions
Processes dividends, splits, mergers, spin-offs, and rights offerings for portfolio positions
Operations > Trade Support > Corporate Actions
Operations — Reconciliation
Daily position and cash reconciliation across internal systems, custodians, and prime brokers
Operations > Middle Office > Reconciliation
Market Data Engineer
Market data infrastructure: feed management, data quality, normalization, and distribution
Operations > Technology > Market Data
Quant Developer — Trading Systems
Builds and maintains trading system infrastructure: order management, risk engines, and analytics
Operations > Technology > Quant Dev
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Regulation
9
Compliance — Best Execution
Trade execution quality monitoring: price improvement, venue analysis, and Reg NMS compliance
Regulation > Compliance > Best Execution
Compliance Officer — Trade Surveillance
Monitors trading activity for regulatory compliance: insider trading, market manipulation, best execution
Regulation > Compliance > Surveillance
SEC Examiner — Investment Advisor
SEC examination focus areas for registered investment advisors: fiduciary duty, disclosures, conflicts
Regulation > SEC > IA Examination
FINRA Examiner — Market Surveillance
FINRA market surveillance: manipulative trading detection, market abuse monitoring
Regulation > FINRA > Surveillance
CFTC Examiner — Derivatives
CFTC oversight of futures, swaps, and commodity derivatives markets
Regulation > CFTC > Examination
Compliance — AML/KYC
Anti-Money Laundering and Know Your Customer compliance: suspicious activity detection and reporting
Regulation > Compliance > AML
Internal Auditor — Trading
Audits trading desk operations, risk limits, and compliance with internal policies
Regulation > Audit > Internal
Board — Risk Committee Member
Board-level risk oversight: reviews risk appetite, limits, and stress test results
Regulation > Governance > Board Risk
Board — Audit Committee Member
Financial reporting oversight: reviews financial statements, internal controls, and external audit
Regulation > Governance > Board Audit
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Sales
3
Equity Sales — Institutional
Institutional equity sales: idea generation, client relationship, and market color
Sales > Equity > Institutional
Prime Brokerage Sales
PB services: margin lending, securities lending, trade execution, and hedge fund operational support
Sales > Prime Brokerage > Services
Derivatives Sales — Structured Products
Designs and distributes structured investment products: principal-protected notes, autocallables, and yield enhancement
Sales > Derivatives > Structured
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Media
5
Financial Journalist — Markets
Markets reporter covering breaking market news, earnings, and market-moving events
Media > Journalism > Markets
Financial Educator — Personal Finance
Personal finance teacher covering budgeting, debt management, credit scores, and building wealth
Media > Education > Personal Finance
Financial Influencer/Educator
Social media financial content: market commentary, education, and community building
Media > Social > Influencer
Financial Newsletter Writer
Writes subscription-based investment research newsletters for retail and HNW investors
Media > Publishing > Newsletter
Podcast Host — Markets
Hosts a markets podcast: interviews, market commentary, and investor education
Media > Audio > Podcast
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