Wealth Management Centralized Trading Analyst at Regions Bank Hoover, AL

Wealth Management Centralized Trading Analyst I – Hoover, Alabama

A Wealth Management Centralized Trading Analyst I will perform trading and portfolio management activities for accounts in Asset Management and other Wealth Management portions. The role ensures portfolios align with investment objectives, supports partner requests, provides guidance to internal advisors, and executes trades.

• Initiate, maintain, monitor and execute required actions to effect security transactions in accounts where given trading authority (rebalancing, raising cash, investing cash, implementing model changes, liquidating accounts).
• Support Portfolio Managers, PWM Trust Advisors, and Relationship Consultants with implementation of investment policies, unique trade requests, and actions from the Investment Working Group.
• Provide investment advice and guidance by developing client investment objectives and policy statements, monitoring risks, and effecting trades within client portfolios.
• Execute on trading platform with expert-level knowledge, participate in testing of quarterly software updates, detect and elevate system issues to trading platform vendor, and provide training to Asset Management Portfolio Managers.
• Participate in developing ideas and executing practices to increase overall trading efficiency and enhance risk mitigation.
• Possess deep understanding of Asset Management’s best practices and model creation, current asset allocation, tactical allocations in RAMs mutual fund and manager models and CTG firm‑level fulfillment models.
• Perform ad hoc reporting and other firm‑level trade operations functions.
• Assist in training associates on trading systems.

• Bachelor’s Degree.
• OR High School Diploma or GED plus four (4) years of trading, asset management, wealth management, trust operations, business, marketing, communications or other related experience.

• Past relevant experience preferred (e.g., summer internship).

• Ability to multitask and work under pressure.
• Demonstrated success in following documented desk procedures and enhancing procedures as appropriate.
• Excellent customer service and communication skills.
• Intermediate Excel skills.
• Proactive in learning new systems and taking initiative to go above and beyond.
• Strong attention to detail and organizational skills.
• Team player with proven ability to work independently.

• 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

Riverchase Complex North Building, Hoover, Alabama

Regions will not sponsor applicants for work visas for this position. Applicants must be currently authorized to work in the United States on a full‑time basis.

Regions is an Equal Opportunity Employer, including Disabled/Veterans.