Equity Trader & Analyst

Responsibilities

• Executes equity, ETF, and mutual fund trades as directed by Investment Officers and other departments within the Wealth Management Group.
• Maintains and develops asset allocation strategies within the trading system to support portfolio management strategies.
• Provides support in resolving trade execution and settlement issues and offers execution-related insights to Investment Officers and Managers.
• Contributes to analytical and compliance functions that support the overall operations of the Asset Management Group.
• Supports the updating and management for the internal/external marketing material of the Institutional Advisory Services Division.

Qualifications

• Bachelor's degree in finance, economics, related field, or equivalent experience.
• Familiarity with institutional advisory, trust, or private wealth management services.
• Three (3) years of experience in equity trading, equity portfolio management, or related experience inclusive of:
• Working knowledge of applicable regulatory issues related to securities
• Familiarity with current landscape of equity markets