Portfolio Trading Specialist

Zions Bancorporation•Salt Lake, UT

19h•Onsite

About The Position

Zions Bancorporation is a premier financial services company with a strong presence in high-growth western markets. We are recognized for our commitment to our employees and communities, offering fulfilling opportunities and rewarding success. Our Enterprise Wealth Management (EWM) division is experiencing significant growth and innovation, providing comprehensive financial services to affluent and high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management, all aimed at helping clients grow and preserve wealth while navigating complex financial situations. We are currently seeking a Portfolio Trading Specialist for our downtown Salt Lake City, UT location.

Requirements

Requires a Bachelor's degree and 4+ years of experience with equity income portfolios, investment products, or other directly related experience.
Extensive knowledge of fixed income investment and of investment products, services and terminology.
Excellent attention to detail, an exceptionally high degree of initiative and adaptability, and the ability to multi-task.
The ability to work independently as well as in a team environment.
The ability to perform a wide variety of complex and confidential tasks with speed and accuracy.
Strong analytical skills are needed in order to solve operational problems.
Must be able to exercise independent judgment.
Excellent communication (verbal and writing) skills.
Strong knowledge of Excel, PowerPoint, Word and MS Outlook.

Nice To Haves

Series 7 and 63, 65, or 66 preferred.
A combination of education and experience may meet requirements.

Responsibilities

Manages equity income portfolios for high net worth clients, invested in a broad range of investment grade instruments under various client mandates.
Identifies relative value trading opportunities within the market and amongst issuers.
Executes buy and sell orders as required and/or directed by clients.
Monitors client portfolios.
Meets with clients and their relationship managers as needed to identify and recommend hedging and overlay strategies.
Works closely with other portfolio managers and investment team members.
May supervise less experienced specialists.
Other duties as assigned.