Trade Specialist - Pittsburgh, PA

First National Bank - Pittsburgh, PA

Full-time

Pittsburgh, PA

Credit Intermediation and Related Activities

About the position

The Trade Specialist position at First National Bank is responsible for executing securities trades, preparing trading and research reports, and ensuring compliance with regulatory requirements. The role serves as a liaison between portfolio advisors and brokers, maintaining various portfolio measurement software and supporting the management of client investments.

Responsibilities

• Executes securities trades originated by Portfolio Advisors and serves as the primary line of communication with executing brokers.
• Works as a liaison between outside brokers and our operations and settlement group.
• Prepares various trading reports, documenting trade volume, and broker compliance.
• Prepares security research reports and necessary documentation, schedules, and forms for tracking performance and financial health of individual security holdings.
• Prepares various reports and schedules used by management of various investment styles, strategies, and disciplines.
• Coordinates and votes all proxy ballots for client investments, following outside manager recommendations for corporate proxy ballots.
• Coordinates the processing of client portfolio performance software and helps maintain database of securities.
• Updates strategy models and investment price and asset classifications on the management system.
• Performs other related duties and projects as assigned.

Requirements

• High School diploma or GED required.
• Minimum of 3 years of job-related experience required.
• Excellent project management skills.
• Excellent communication skills, both written and verbal.
• Excellent organizational, analytical and interpersonal skills.
• Excellent customer service skills.
• Ability to use a personal computer and job-related software.
• Basic level proficiency in MS Word.
• Intermediate level proficiency in MS Excel.
• Basic level proficiency in MS PowerPoint.
• BA or BS preferred, or enrollment in a 4-year degree program in a related field.
• Experience in trade management procedures and regulations, securities markets, and investment portfolio management concepts.