Wealth Management Centralized Trading Analyst
Regions Bank
Get more replies from employers
Send a job-specific resume in minutes.
Benefits offered by this job
Job summary
Regions Bank in Hoover, Alabama is seeking a Wealth Management Centralized Trading Analyst to oversee trading and portfolio management for Asset Management within Wealth Management. The role ensures portfolios align with investment objectives and supports internal advisors with trade execution and policy adherence.
You will work with Portfolio Managers and Relationship Consultants, providing investment guidance, monitoring risks, and implementing trades on the trading platform while contributing
Qualifications
- Bachelor’s degree or equivalent combination of education and experience.
- Four years of trading, asset management, wealth management, trust operations, business, marketing, communications or related experience.
Responsibilities
- Initiates, maintains, monitors, and executes required actions to effect security transactions.
- Supports Portfolio Managers and Relationship Consultants with investment policies and trade requests.
- Provides investment guidance and objectives, monitoring portfolio risks, and executing trades.
- Executes on trading platform, tests software updates, and reports issues to vendor.
- Contributes to trading efficiency and risk mitigation across Asset Management.
- Maintains knowledge of asset allocation and manager models to inform decisions.
- Performs ad hoc reporting; assists training on trading systems.
Skills
Education
Tools
Job description
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career---a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
At Regions, the Wealth Management Centralized Trading Analyst performs trading and portfolio management activities for accounts in Asset Management and other portions of Wealth Management. This position is responsible for ensuring Wealth Management portfolios are aligned with investment objectives, supporting partner requests for portfolio maintenance, providing investment advice and guidance to internal advisors, and effecting trades within client portfolios. This role works with partners to detect, report, and elevate issues related to trading technology and is responsible for executing mandatory risk oversight and reporting on the Centralized Trading book of business.
- Initiates, maintains, monitors, and executes required actions to effect security transactions in accounts where given trading authority; rebalances, raises and invests cash, implements model changes, and liquidates accounts as required
- Supports Portfolio Managers, Private Wealth Management (PWM) Trust Advisors, and Relationship Consultants with the implementation of investment policies, unique trade requests, and actions developed by the Investment Working Group
- Provides investment advice and guidance to PWM Trust Advisors and Relationship Consultants by developing client investment objectives and investment policy statements, monitoring portfolio risks, and effecting trades within client portfolios
- Executes on the trading platform with expert-level knowledge, participates in testing of quarterly software updates, detects and elevates system issues to trading platform vendor, and provides training to Regions Asset Management (RAM) Portfolio Managers regarding functionality
- Participates in developing ideas and executing practices to increase overall trading efficiency and enhance risk mitigation for the Asset Management business unit
- Possesses a deep understanding of Asset Managements’ best thinking and model creation, current asset allocation, and tactical allocations in RAM's Mutual Fund and Manager Models and Central Trading Group (CTG) firm level fulfillment models
- Performs ad hoc reporting and other firm level trade operation functions
- Assists in training associates on trading systems
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.
- Bachelor’s degree
- OR High School Diploma or GED and four (4) years of trading, asset management, wealth management, trust operations, business, marketing, communications or other related experience
- Relevant experience preferred (i.e. summer internship)
- Ability to be proactive in learning new systems, be a team player, and take initiative to go above and beyond what is asked
- Ability to multitask and work well under pressure
- Demonstrated success in following documented desk procedures and enhancing procedures as appropriate
- Excellent customer service skills
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office Suite
- Proven ability to work independently
- Strong attention to detail and organizational skills
Full time
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target: $53,388.50 USD
$68,750.00 USD
This job is not incentive eligible.
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.
https://www.regions.com/about-regions/welcome-portal/benefits
Riverchase Complex North Building
Hoover, Alabama
including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
