Job Information
First National Bank Trade Specialist - Pittsburgh, PA in Pittsburgh, Pennsylvania
Reference #: 2024-00946 Primary Office Location:One North Shore Center. Pittsburgh, Pennsylvania. 15212.
Join our team. Make a difference - for us and for your future. Position Title: Trade Specialist Business Unit: WM - FNIA Reports to: Director of Trading and Research
Position Overview: This position is primarily responsible for performing various duties relating to the Discipline & Research Services function including securities trading, securities research, securities and discipline reporting, securities processing and compliance with assorted operating policies, procedures and regulatory requirements. The incumbent understands and maintains various portfolio measurement software packages.
Primary Responsibilities: Executes securities trades originated by Portfolio Advisors and serves as the primary line of communication with executing brokers. Works as a liaison between outside brokers and our operations and settlement group. Prepares various trading reports, documenting trade volume, and broker compliance. Prepares security research reports and necessary documentation, schedules, and forms for tracking performance and financial health of individual security holdings. Prepares various reports and schedules used by management of various investment styles, strategies, and disciplines. Coordinates and votes all proxy ballots for client investments. Follows outside manager recommendations for corporate proxy ballots. Coordinates the processing of client portfolio performance software and helps maintain database of securities. Updates strategy models and investment price and asset classifications on the management system.
Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level BA or BS preferred, if not, enrollment in a 4 year degree program in a related field. Experience in trade management procedures and regulations, securities markets and investment portfolio management concepts. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A
It is the policy of F.N.B. Corporation and its affiliates not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, or because he or she is an individual with a disability or disabled veteran, Armed Forces service metal veteran, recently separated veteran, or active duty wartime or campaign badge veteran. F.N.B. Corporation and its affiliates provide all applicants and employees a discrimination and harassment free workplace. Please Visit following page for important legal disclosures and information: https://www.fnb-online.com/disclosures