Wealth Management Centralized Trading Analyst

Introduction

Thank you for your interest in a career  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.

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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
• Excelle…