The Deep Dive:
What Does a Sales and Trading Professional Do?

  • Author:
    Geoff Robinson
  • Level: 
    Early Careers
  • Study time:
    20 minutes
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Course overview
This porcast explores the day-to-day reality of sales and trading, covering market structure, client interaction, trade execution, and risk management. Through deep-dive discussion, it connects theory to practice, showing how professionals interpret markets, generate ideas, and manage positions within fast-paced financial environments.

What's included?

  • 1 podcast
  • A front-row seat to how sales and trading desks think, act, and win in real markets.
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

Designed for students, aspiring analysts, and early-career professionals interested in front office finance roles. Ideal for those exploring investment banking, trading desks, or capital markets careers who want a clear, practical understanding of responsibilities, required skills, and real-world workflows in sales and trading.

Why TheInvestmentAnalyst.com?

We are the only training house that is able to bring top-ranked analyst experience into your classroom. We buck the trend. Most training businesses recruit junior ex-bankers to become their trainer. Our instructors cut their teeth teaching and then gain senior experience with investment banks.

We believe, you could not be in better hands.

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Geoff Robinson
FCA FMVA MFM

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
ABOUT Geoff
Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 10x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner. He brings this passion to TheInvestmentAnalyst.com. 
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