Portfolio Trading Specialist

Responsibilities

• Manages equity income portfolios for high net worth clients.
• Invests portfolios in a broad range of investment grade instruments under various client mandates.
• Identifies relative value trading opportunities within the market and amongst issuers; executes buy and sell orders as required and/or directed by clients.
• Maintains and monitors client portfolios.
• Meets with clients and their relationship managers to identify and recommend hedging and overlay strategies.
• Works closely with other portfolio managers and investment team members.
• May supervise less experienced specialists.

Requirements

• Requires a Bachelor's degree and 4+ years of experience with equity income portfolios, investment products, or other directly related experience.
• Series 7 and 63, 65, or 66 preferred.
• Extensive knowledge of fixed income investment and investment products, services, and terminology.
• Excellent attention to detail, initiative, adaptability, and the ability to multi-task.
• Strong analytical skills to solve operational problems and the ability to exercise independent judgment.
• Strong communication skills (verbal and written).
• Proficiency in Excel, PowerPoint, Word, and MS Outlook.

Qualifications

• Must be able to exercise independent judgment.
• Strong analytical skills are needed to solve operational problems.

Benefits

• Medical, Dental, and Vision Insurance - Start Day One!
• Life and Disability Insurance, Paid Parental Leave, and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
• Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
• 401(k) plan with company match, Profit Sharing, and competitive compensation based on work experience
• Tuition Reimbursement for qualifying employees
• Employee Ambassador preferred banking products