Trade Analyst – Securities & Portfolio Insights

First National Bank; Hermitage (Mercer County); On-site; USD 60,000 - 90,000; Full time

Job summary

First National Bank seeks a Trade Analyst in the Hermitage, PA area to support securities trading, research and reporting. This role focuses on trade execution, broker oversight and compliance with regulatory requirements.

Responsibilities include maintaining portfolio management software, analyzing fixed income holdings, and coordinating quarterly rebalance trades with Portfolio Advisors. Strong communication and analytical skills are essential.

Qualifications

• High School diploma or GED required.
• Experience in trade management procedures and securities markets is preferred.
• Strong written and verbal communication, organization and analytical abilities.

Responsibilities

• Oversees daily securities trade execution and prepares related reports.
• Liaises with brokers to ensure best price execution and broker compliance.
• Maintains trading platforms and conducts routine evaluations for reliability.
• Performs security analysis on fixed income holdings and provides insights.
• Coordinates quarterly rebalance trades and client strategy updates.

Skills

Project management

Communication skills

Analytical skills

Interpersonal skills

Customer service

PC skills

Education

High School diploma or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

First National Bank seeks a Trade Analyst in the Hermitage, PA area to support securities trading, research and reporting. This role focuses on trade execution, broker oversight and compliance with regulatory requirements.

Responsibilities include maintaining portfolio management software, analyzing fixed income holdings, and coordinating quarterly rebalance trades with Portfolio Advisors. Strong communication and analytical skills are essential.