Trade Specialist

1 week ago

Pittsburgh, United States First National Bank of Pennsylvania Full time
Primary Office Location:One North Shore Center. Pittsburgh, Pennsylvania. 15212.

Join our team. Make a difference - for us and for your future.

Position Title: Trade Specialist

Business Unit: WM - FNIA

Reports to: Director of Trading and Research

Position Overview:

This position is primarily responsible for performing various duties relating to the Discipline & Research Services function including securities trading, securities research, securities and discipline reporting, securities processing and compliance with assorted operating policies, procedures and regulatory requirements. The incumbent understands and maintains various portfolio measurement software packages.

Primary 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. Follows 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.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.

F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:

High School or GED

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:

3

Skills Required to Perform the Primary Responsibilities of this Position:

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

MS Word - Basic Level

MS Excel - Intermediate Level

MS PowerPoint - Basic Level

BA or BS preferred, if not, 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.

Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:

N/A

Physical Requirements or Work Conditions Beyond Traditional Office Work:

N/A

  • KYC Specialist

    1 week ago

    Pittsburgh, United States IntePros Full time

    IntePros is excited to partner with a Fortune 200 Investment Banking and Financial Company in helping them identify a KYC Specialist for a critical engagement in Pittsburgh, PA. This role is on site 3 days a week in Downtown Pittsburgh.The role is for an experienced KYC specialist that will be involved in updating client profiles to bring them to current...

  • KYC Specialist

    5 days ago

    Pittsburgh, United States IntePros Full time

    IntePros is excited to partner with a Fortune 200 Investment Banking and Financial Company in helping them identify a KYC Specialist for a critical engagement in Pittsburgh, PA. This role is on site 3 days a week in Downtown Pittsburgh. The role is for an experienced KYC specialist that will be involved in updating client profiles to bring them to current...

  • KYC Specialist

    6 days ago

    Pittsburgh, United States IntePros Full time

    IntePros is excited to partner with a Fortune 200 Investment Banking and Financial Company in helping them identify a KYC Specialist for a critical engagement in Pittsburgh, PA. This role is on site 3 days a week in Downtown Pittsburgh. The role is for an experienced KYC specialist that will be involved in updating client profiles to bring them to current...

  • KYC Specialist

    Found in: Appcast Linkedin GBL C2 - 7 days ago

    Pittsburgh, United States IntePros Full time

    IntePros is excited to partner with a Fortune 200 Investment Banking and Financial Company in helping them identify a KYC Specialist for a critical engagement in Pittsburgh, PA. This role is on site 3 days a week in Downtown Pittsburgh.The role is for an experienced KYC specialist that will be involved in updating client profiles to bring them to current...

  • IT Support Specialist

    2 weeks ago

    Pittsburgh, United States AdvantageCare Rehabilitation Full time

    The IT Support Specialist position plays a key role in delivering outstanding technology support to our staff across multiple locations from our headquarters in the South Hills area.? The successful candidate will be able to perform the following: Responsibilities: Primary responsibility is delivering exceptional technology support to all Advantage staff at...

  • Product Specialist

    1 week ago

    Pittsburgh, United States Medsurg Sales Staffing Full time

    Job Description Job Description Are you a sales superstar with a passion for equipment used in the hospital. Look no further! Our client is seeking a dynamic Territory Manager to join their team and drive sales in the medical equipment industry. As a Product Specialist, you will have the opportunity to: Introduce, demonstrate, and sell cutting-edge products...

  • IT Support Specialist

    7 days ago

    Pittsburgh, United States Advantage Home Health and Hospice Full time

    Job Description Job Description The IT Support Specialist position plays a key role in delivering outstanding technology support to our staff across multiple locations from our headquarters in the South Hills area.? The successful candidate will be able to perform the following: Responsibilities: Primary responsibility is delivering exceptional technology...

  • IT Support Specialist

    3 weeks ago

    Pittsburgh, United States AdvantageCare Rehabilitation Full time

    Job DescriptionJob DescriptionThe IT Support Specialist position plays a key role in delivering outstanding technology support to our staff across multiple locations from our headquarters in the South Hills area.? The successful candidate will be able to perform the following: Responsibilities: Primary responsibility is delivering exceptional technology...

  • Work as a Shareholder Engagement Specialist FULLY REMOTE

    1 week ago

    Pittsburgh, United States Innisfree M&A Incorporated Full time

    Job DescriptionJob DescriptionInnisfree M&A, Incorporated is accepting resumes for a REMOTE position as a Shareholder Engagement Specialist.We are putting together a crew of talented professionals for a work-from-home project. We are looking for candidates who could work 40 hours per week with the opportunity for overtime.The position is for project-based...

  • Senior Specialist, Full-Stack Developer

    5 days ago

    Pittsburgh, United States BNY Mellon Full time

    Overview The Bank of New York Mellon seeks a Senior Specialist, Full-Stack Developer in Pittsburgh, PA, to consult with internal business groups to provide appropriate application software development services or technical support. Provide application software development services or technical support in more complex situations. REQUIREMENTS: Bachelor's...

  • Technical Customer Support Specialist

    2 weeks ago

    Pittsburgh, United States Proofpoint Full time

    It's fun to work in a company where people truly BELIEVE in what they're doing! *We're committed to bringing passion and customer focus to the business.* **The Role** We are seeking a Technical Customer Support Specialist to join our team at our Pittsburgh, PA office located in the Strip District. Here in Proofpoint's Customer Support team, we take pride...

  • Online Campaign Manager

    20 hours ago

    Pittsburgh, United States 24 Seven Talent Full time

    The Programmatic/Paid Social Manager is expected to be a driven digital marketer in the Integrated Marketing Communications department that is capable of both tactical execution and strong client communication. A Manager is expected to own the development of strategy deliverables that fall within their given skillset and should be able to assist on more...

  • Online Campaign Manager

    6 days ago

    Pittsburgh, United States 24 Seven Talent Full time

    The Programmatic/Paid Social Manager is expected to be a driven digital marketer in the Integrated Marketing Communications department that is capable of both tactical execution and strong client communication. A Manager is expected to own the development of strategy deliverables that fall within their given skillset and should be able to assist on more...

  • Online Campaign Manager

    7 days ago

    Pittsburgh, United States 24 Seven Talent Full time

    The Programmatic/Paid Social Manager is expected to be a driven digital marketer in the Integrated Marketing Communications department that is capable of both tactical execution and strong client communication. A Manager is expected to own the development of strategy deliverables that fall within their given skillset and should be able to assist on more...

  • Online Campaign Manager

    4 days ago

    Pittsburgh, United States 24 Seven Talent Full time

    The Programmatic/Paid Social Manager is expected to be a driven digital marketer in the Integrated Marketing Communications department that is capable of both tactical execution and strong client communication. A Manager is expected to own the development of strategy deliverables that fall within their given skillset and should be able to assist on more...

  • Online Campaign Manager

    1 week ago

    Pittsburgh, United States 24 Seven Talent Full time

    The Programmatic/Paid Social Manager is expected to be a driven digital marketer in the Integrated Marketing Communications department that is capable of both tactical execution and strong client communication. A Manager is expected to own the development of strategy deliverables that fall within their given skillset and should be able to assist on more...

  • Online Campaign Manager

    Found in: Appcast Linkedin GBL C2 - 1 week ago

    Pittsburgh, United States 24 Seven Talent Full time

    The Programmatic/Paid Social Manager is expected to be a driven digital marketer in the Integrated Marketing Communications department that is capable of both tactical execution and strong client communication. A Manager is expected to own the development of strategy deliverables that fall within their given skillset and should be able to assist on more...

  • Purchasing and Sourcing Specialist

    2 weeks ago

    Pittsburgh, United States Sargent Electric Full time

    Job DescriptionJob DescriptionSargent Electric Company (www.sargentelectric.com) - Consistently named one of the Top Fastest Growing Companies by the Pittsburgh Business Times.  Also, awarded Safety recognition by Specialty Trades Insurance Company for the large company bracket and The Association of Union Constructors!  Established in 1907, Sargent...

  • Purchasing and Sourcing Specialist

    2 days ago

    Pittsburgh, United States Sargent Electric Full time

    Job DescriptionJob DescriptionSargent Electric Company (www.sargentelectric.com) - Consistently named one of the Top Fastest Growing Companies by the Pittsburgh Business Times.  Also, awarded Safety recognition by Specialty Trades Insurance Company for the large company bracket and The Association of Union Constructors!  Established in 1907, Sargent...

  • Analyst, Technology Risk

    2 days ago

    Pittsburgh, United States Innova Solutions Full time

    KYC/AML CLIENT ONBOARDING Hybrid in Pittsburgh, PA Immediate KYC/AML Client Onboarding opportunity available with one of the largest and most recognizable Investment & Financial Services corporations in the world PLEASE REVIEW THE FOLLIWING REQUIREMENTS CAREFULLY: Must reside within commuting distance of Pittsburgh, PA and will be required to work 3x a...