Desks and asset classes
Part of the Markets learning and recruiting path. Read the explanation and example, attempt the task, then open the self-check.
Know what to learn for your role.
From foundations to a work sample, with sources, tasks and self-checks.
Understand
Equities, bonds, FX and derivatives carry different cash flows and risks. Sales connects clients with products; trading manages quotes and positions; structuring designs payoffs. Start with the exposure the client needs.
Worked example
An exporter receiving USD in three months faces currency risk. Its hedging problem differs from a directional equity investment.
Examples and numbers are educational, not employer questions, live market data or hiring criteria.
Practise and keep your output
Map buyers and sellers in equities, bonds and FX, with one need and one risk each.
Keep inputs and sources, assumptions, steps, results and uncertainties in your own document. Attempt independently before checking below.
After attempting: answer and self-check
Identify the product, client and risk. Avoid treating all desk work as stock speculation.
Official channels and further reading
Pathline authors these starter lessons. These supplementary field links do not imply provider review or endorsement. Confirm Hong Kong availability and eligibility separately.
- JPMorganChase · Students and graduates ↗
Global programme directory. Filter by function, location and intake.
- CFA Institute · Investment Foundations ↗
Investment topic reference; the certificate course may be paid. Our starter lessons are free.