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First National Bank

Offers personal banking with online services.

Trade Analyst

Asset ManagementConfirmed live in the last 24 hours
Full-timePittsburgh, PA, USANo salary listedIn-person

About the Job

Requirements

  • A high school diploma or GED is required.
  • At least 1 year of job-related experience is required.
  • Ability to use a personal computer and job-related software is required.
  • Basic proficiency in Microsoft Word and Microsoft PowerPoint and intermediate proficiency in Microsoft Excel are required.
  • Experience in trade management procedures and regulations, securities markets, and investment portfolio management concepts is required.

Responsibilities

  • Oversee daily securities trade execution originated by Portfolio Advisors.
  • Oversee the approved broker platform and serve as the primary communication contact with approved executing brokers.
  • Prepare trading reports documenting best-price execution, trade volume, and broker compliance.
  • Maintain and conduct due diligence on trading platforms, evaluate them routinely, and ensure alternate trading methods remain available.
  • Prepare reports and schedules for management of investment styles and disciplines.
  • Analyze individual fixed-income holdings when market weakness arises, review each holding in depth, and provide Portfolio Advisors with insights and recommendations on price strength and ability to pay.
  • Maintain portfolio management software and the trading database, and update securities and overlay-model pricing ahead of trading outside manager strategies.
  • Coordinate and create quarterly rebalance trades and ad hoc rebalances for external overlay-platform strategies.
  • Maintain client account lists for those strategies and work with Portfolio Advisors to customize portfolios using them.
  • Coordinate and organize processing of client portfolio-performance software and databases.
  • Perform other related duties and projects as assigned.
  • Serve as a risk manager by understanding, reporting, responding to, managing, and monitoring daily business risks in accordance with the company risk-management program.
  • Comply with regulatory laws, guidelines, and company procedures.

Desired Qualifications

  • A Bachelor of Arts or Bachelor of Science degree is preferred.

About the Company

First National Bank

Offers personal banking with online services.

First National Bank provides a range of financial services for individuals and businesses, including checking and savings accounts and online and mobile banking. Through its digital platforms, customers can transfer funds, pay bills, review account activity, and manage debit cards from anywhere with an internet connection. Security is a core focus, with processes and systems in place to protect customer information and accounts. The bank differentiates itself by prioritizing secure, convenient online and mobile access to banking services, aiming to help customers manage their finances safely and conveniently, anytime, anywhere.

Company size
51-200
Company stage
IPO
Headquarters
Pittsburgh, PA
Founded
1864

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