Portfolio Trading Specialist

Zions Bancorporation • Salt Lake City, UT

1d • Onsite

About The Position

Enterprise Wealth Management (EWM) is a dynamic and evolving business line under the Zions’ umbrella that is experiencing significant growth and innovation. EWM offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives. We are currently looking for a Portfolio Trading Specialist in office in our downtown Salt Lake City, UT location.

Requirements

• Requires a Bachelor's and 4+ years 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. Portfolios will be invested in a broad range of investment grade instruments under a variety of 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.
• The Sr Specialist may supervise less experienced specialists.
• Other duties as assigned.

Benefits

• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
• Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees
• Employee Ambassador preferred banking products

What This Job Offers

• Job Type: Full-time
• Career Level: Senior