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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Job Description:

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.

Primary Responsibilities

  • 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.

Requirements

  • 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

Location:

Birmingham, Alabama

EEO/AA/Minorities/Females/Disabled/Veterans

About Regions

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

  • Reach higher

  • Enjoy life

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.

EEO/AA/Minorities/Females/Disabled/Veterans