Primary Office Location:One North Shore Center. Pittsburgh, Pennsylvania. 15212.
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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
Top Skills
What We Do
F.N.B. Corporation (NYSE: FNB), headquartered in Pittsburgh, PA, is a diversified financial services company operating in seven states and the District of Columbia. Along with our largest subsidiary, First National Bank, we provide a full range of commercial banking, consumer banking, wealth management and insurance solutions, delivered through nearly 340 convenient locations across Pennsylvania, Ohio, Maryland, West Virginia, North Carolina, South Carolina, Virginia and the District of Columbia.
