AI for Stockbrokers

AI you can use for this job

56 matched to the tools securities, commodities, and financial services sales agents use. Showing 24.

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• Microsoft Excel

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• Office Powerpoint

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• Powerpoint

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• Excel

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• Mathworks Matlab

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The tools this job actually uses

69 documented for this occupation. Showing 40, hot technologies first. A filled dot means an AI solution exists for it.

• Chot
• Linuxhot
• Microsoft Accesshot
• Microsoft Excelhot
• Microsoft Office softwarehot
• Microsoft Outlookhot
• Microsoft PowerPointhot
• Microsoft SharePointhot
• Microsoft Visual Basichot
• Microsoft Windowshot
• Microsoft Wordhot
• Oracle Javahot
• Oracle PeopleSofthot
• Pythonhot
• Rhot
• Salesforce softwarehot
• SAP softwarehot
• The MathWorks MATLABhot
• UNIXhot
• ADP/Vantra VOLTS
• AIQ Systems TradingExpert Pro
• AnalyzerXL
• Aspen Graphics Technical Analysis Software
• Bloomberg Professional
• BondDesk Group Trader WorkStation
• CableSoft LiveWire Trader
• Calypso Technology Calypso Asset Management
• Charles River Development Charles River Investment Management System
• Citi The Yield Book Calculator
• CQG Integrated Client
• CSI Complex Systems ClientTrade
• Customer information control system CICS
• Database management software
• Derivicom FinOptions XL
• Email software
• FileMaker Pro
• Financial needs analysis software
• Fixed income alternative trading systems ATS
• Fund accounting software
• FundCount Web

What this job involves

30 documented tasks, most important first. Showing 24.

1. Make bids or offers to buy or sell securities.
2. Monitor markets or positions.
3. Agree on buying or selling prices at optimal levels for clients.
4. Keep accurate records of transactions.
5. Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.
6. Complete sales order tickets and submit for processing of client-requested transactions.
7. Report all positions or trading results.
8. Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
9. Discuss financial options with clients and keep them informed about transactions.
10. Identify opportunities or develop channels for purchase or sale of securities or commodities.
11. Develop financial plans, based on analysis of clients' financial status.
12. Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.
13. Supervise support staff and ensure proper execution of contracts.
14. Devise trading, option, or hedge strategies.
15. Determine customers' financial services needs and prepare proposals to sell services that address these needs.
16. Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes.
17. Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.
18. Offer advice on the purchase or sale of particular securities.
19. Relay buy or sell orders to securities exchanges or to firm trading departments.
20. Contact prospective customers to present information and explain available services.
21. Explain stock market terms or trading practices to clients.
22. Calculate costs for billings or commissions.
23. Prepare financial reports to monitor client or corporate finances.
24. Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.