Regions Bank Asset Management Centralized Trading Analyst in Birmingham, Alabama
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
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At Regions, the Asset Management Centralized Trading Analyst performs trade activities in wealth management accounts. This position is also responsible for training associates on trading systems updates, completing risk and compliance reports, and working with partners to escalate issues with trading platform to SEI.
Partners with portfolio managers to determine if accounts are appropriate for central trading
Executes trades for manager model updates
Rebalances accounts as requested by portfolio manager or trust advisor
Raises and invests cash when contributions and withdrawals occur in accounts
Runs reports to look at balances and drift in the portfolios and makes appropriate trades and/or transfers to realign
Works with trust advisors to trade Signature Trust accounts and PWM accounts with no portfolio manager and complete annual investment reviews
This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.
Bachelor’s Degree and one (1) year of trading, asset management, wealth management, trust operations, or related experience
Five (5) years of trading, asset management, wealth management, trust operations, or related experience will be accepted as a substitute for the education requirement
Skills and Competencies
Ability to multitask and work under pressure
Ability to analyze, organize, and pay attention to detail
Intermediate Excel skills
Excellent customer service and communication skills
Proactive in learning new systems and taking initiative to go above and beyond what is being asked
At Regions, our culture focuses on five core values that are a commitment to how we will do business:
Put people first
Do what is right
Focus on your customer
Through these values, our mission to make life better drives our desire to improve and make a positive difference in the communities where we work and live through financial investments and volunteering.