Equity Trader & Analyst

Executes equity, ETF, and mutual fund trades as directed by Investment Officers and other departments within the Wealth Management Group. Maintains and develops asset allocation strategies within the trading system to support portfolio management strategies. Provides support in resolving trade execution and settlement issues and offers execution-related insights to Investment Officers and Managers. Contributes to analytical and compliance functions that support the overall operations of the Asset Management Group. Supports the updating and management for the internal/external marketing material of the Institutional Advisory Services Division.

The Ideal Candidate Will Have:

• Bachelor's degree in finance, economics, related field, or equivalent experience.
• Familiarity with institutional advisory, trust, or private wealth management services.
• Three (3) years of experience in equity trading, equity portfolio management, or related experience inclusive of:
  • Working knowledge of applicable regulatory issues related to securities
  • Familiarity with current landscape of equity markets