Trainee Broker

The role of the Trainee Broker encompasses support for the broker desk during the daily trading cycle, back-up for broker confirmations, and assisting the office manager as needed in daily tasks. Training will be provided. 

LINK CRUDE/LINK FUTURES
• Compile analysis of prior day’s trading volumes and enter data into corresponding spreadsheetso Domestic Canadian and Rockies internal market recaps

• Update and maintain Wallboard market information
  o Marketview, Posting Plus
  • Learn and utilize the Bloomberg terminal and Link page
• Keep public folder Contacts up to date
  • Generate ranking reports and revenue reports weekly
  • Execute relevant reports for both internal use and client submission
  o Link Daily Report- enter trades and generate report
  o Forward Curve-enter values and generate each report daily
  o Canadian Report- enter values and generate report
  • Assist brokers in writing up daily transactions as they occur in real time
  o Pointer
  ▪ Drafting deal sheet
  ▪ Distribute completed deals sheets to brokers.
  ▪ Distribute broker approved deal sheets to Access Confirmer
  ▪ Deal Sheet Revisions
  ▪ Redistribution of recaps between brokers
  o Inputting deals in E-Confirm Compare entries with Access, recaps and deal sheets
  ▪ Respond to client inquires
  ▪ Investigate and correct unmatched trades
  ▪ Create E-Confirm Transaction approval report.
  o Recorder
  ▪ Log all deals in deal book.
  ▪ Deal book revisions.
  ▪ Send reportable trades to teams for broker approval
  ▪ Report trades to Argus
  • Check Daily transaction reports for accuracy
  o Highlight anomalies and bring to broker desk attention
  • Update daily volumes and Link percentage of physical and financial market
  o Develop monthly and annual comparison tables for reference
  • Input and save all Argus data for relevant analyses
  o Develop relevant market analyses as needed
  o Have a working knowledge of Excel for charting/data presentation
  • Clear trades as needed through relevant exchange portals
  • Enter customer transactions into E-Confirm platforms as needed
  • Answer phones throughout the day as needed.
  • Maintain up to date market information throughout the day
  o Understand parties and current markets
  • Understand and assist the Confirmations position as needed
  o E-Confirm, Trade Recaps, Broker Web
  o Backup for this position in the event of emergency
  • Develop understanding of the role of a Broker in the domestic crude market
  o Crude Oil pricing and Infrastructure
  o Market movement and trends
  o Clients and company relationships
  • Earn Series 3 License
  • Earn Series 30 License
  o Ensure Brokers timely administration and completion of broker compliance testing.
  o Ensure accurate record keeping and documentation for all Exchange traded products

Link Data Services
• Generate, assist with and send out Link Crude Daily Report, End of Day and Canadian Report.
• Updating settlement prices for Forward curve

• Manage distribution lists for all LDS reports.