Wealth Management Centralized Trading Analyst

At Regions, the Wealth Management Centralized Trading Analyst performs trading and portfolio management activities for accounts in Asset Management and other portions of Wealth Management. This position is responsible for ensuring Wealth Management portfolios are aligned with investment objectives, supporting partner requests for portfolio maintenance, providing investment advice and guidance to internal advisors, and effecting trades within client portfolios.

This role works with partners to detect, report, and escalate issues related to trading technology and is responsible for executing mandatory risk oversight and reporting on the Centralized Trading book of business.

- Initiates, maintains, monitors, and executes required actions to effect security transactions in accounts where given trading authority; rebalances, raises and invests cash, implements model changes, and liquidates accounts as required

- Supports Portfolio Managers, Private Wealth Management (PWM) Trust Advisors, and Relationship Consultants with the implementation of investment policies, unique trade requests, and actions developed by the Investment Working Group

- Provides investment advice and guidance to PWM Trust Advisors and Relationship Consultants by developing client investment objectives and investment policy statements, monitoring portfolio risks, and effecting trades within client portfolios

- Executes on the trading platform with expert-level knowledge, participates in testing of quarterly software updates, detects and elevates system issues to trading platform vendor, and provides training to Regions Asset Management (RAM) Portfolio Managers regarding functionality

- Participates in developing ideas and executing practices to increase overall trading efficiency and enhance risk mitigation for the Asset Management business unit

- Possesses a deep understanding of Asset Managements' best thinking and model creation, current asset allocation, and tactical allocations in RAM's Mutual Fund and Manager Models and Central Trading Group (CTG) firm level fulfillment models

- Performs ad hoc reporting and other firm level trade operation functions

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

- OR High School Diploma or GED and four (4) years of trading, asset management, wealth management, trust operations, business, marketing, communications or other related experience

- Ability to be proactive in learning new systems, be a team player, and take initiative to go above and beyond what is asked

- Demonstrated success in following documented desk procedures and enhancing procedures as appropriate

This position may be filled at a higher level depending on the candidate's qualifications and relevant experience.