Simon Adong Philip

JRS

Toronto , ON

03.2025 - 12.2025

Communicated regularly with clients regarding their portfolios' performance and any changes which may have been made.
Forecasted generation costs, market prices and demand to make accurate trading decisions.
Reviewed exception reports and monitored for best execution obligations of clearing firms.
Completed sales order tickets and processed client-requested transactions.
Participated in meetings with institutional investors such as hedge funds or mutual funds to discuss potential investments.
Conducted research into new markets and products as part of a diversification strategy.
Researched current market to identify information needed for sales presentations.
Maintained records of all transactions for compliance purposes.
Analyzed daily margin calls and partnered with representatives to take necessary actions.
Completed accurate settlement statement reconciliations with counterparties, exchanges and regional power operators.

Similar Profiles