Trainee Broker

Select how often (in days) to receive an alert:

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.

• 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
• Market view, 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
• Link Daily Report- enter trades and generate report
• Forward Curve-enter values and generate each report daily
• Canadian Report- enter values and generate report
• Assist brokers in writing up daily transactions as they occur in real time
• 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
• 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.
• 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
  • Highlight anomalies and bring to broker desk attention
• Update daily volumes and Link percentage of physical and financial market
  • Develop monthly and annual comparison tables for reference
• Input and save all Argus data for relevant analyses
  • Develop relevant market analyses as needed
  • 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
  • Understand parties and current markets
• Understand and assist the Confirmations position as needed
  • E-Confirm, Trade Recaps, Broker Web
  • Backup for this position in the event of emergency
• Develop understanding of the role of a Broker in the domestic crude market
  • Crude Oil pricing and Infrastructure
  • Market movement and trends
  • Clients and company relationships
• Earn Series 3 License
• Earn Series 30 License
• Ensure Brokers timely administration and completion of broker compliance testing.
• Ensure accurate record keeping and documentation for all Exchange traded products

• 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.