Securities Trading Specialist

2 weeks ago


Pittsburgh, Pennsylvania, United States First National Bank of Pennsylvania Full time
Position Overview:

This role is primarily focused on executing various responsibilities associated with the Trading and Research Services sector, which includes securities trading, market analysis, reporting, processing, and ensuring compliance with a variety of operational policies and regulatory standards. The individual in this position will be proficient in utilizing various portfolio measurement software tools.

Key Responsibilities:

1. Trade Execution: Responsible for executing securities trades initiated by Portfolio Advisors and serving as the main point of contact with executing brokers.

2. Liaison Role: Act as a bridge between external brokers and the internal operations and settlement teams.

3. Reporting: Generate and prepare trading reports that document trade volumes and ensure broker compliance.

4. Research Documentation: Compile security research reports along with necessary documentation, schedules, and forms to monitor the performance and financial health of individual securities.

5. Management Support: Create various reports and schedules that assist management in understanding different investment styles, strategies, and disciplines.

6. Proxy Coordination: Manage and vote on all proxy ballots for client investments, adhering to recommendations from external managers regarding corporate proxy ballots.

7. Database Maintenance: Oversee the processing of client portfolio performance software and maintain a comprehensive database of securities, updating strategy models and investment classifications as necessary.

Additional Duties: Undertake other related tasks and projects as assigned.

All employees are expected to act as risk managers for their respective areas by understanding, reporting, and managing the risks they encounter daily, in accordance with the risk management program.

Education Requirements: High School diploma or GED.

Experience Requirements: A minimum of 3 years of relevant job experience.

Required Skills:

  • Strong project management capabilities.
  • Exceptional written and verbal communication skills.
  • Outstanding organizational, analytical, and interpersonal abilities.
  • Excellent customer service orientation.
  • Proficient in using personal computers and job-related software.
  • Basic knowledge of MS Word, Intermediate knowledge of MS Excel, and Basic knowledge of MS PowerPoint.
  • A BA or BS degree is preferred, or enrollment in a 4-year degree program in a related field, along with experience in trade management and investment portfolio concepts.

Licensure/Certification: Not applicable.

Work Environment: Standard office conditions apply.



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