Institutional Sales
2 topics · 216 questions
Turn market views into trade ideas that fit institutional clients and explain the risks in plain language.
Mid level
Client Coverage and Order Handling
Clarify client instructions, give accurate partial-fill updates, and manage changes in priorities while an institutional order is live.
108 questions · about 54 minutes
Client Trade Ideas and Risk
Build a trade pitch around a client mandate, compare ways to express a market view, and explain costs, downside, and what would change your mind.
108 questions · about 54 minutes