Portfolio Trading Specialist

Zions Bancorporation is one of the nation’s premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the “Best Banks to Work For” and as having a top banking team in its list of “The Most Powerful Women in Banking.” Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a “local” business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.

With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.

Enterprise Wealth Management (EWM) is 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. The ideal candidate will:

• 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.

Qualifications:

• Requires a Bachelor's and 4+ years experience with equity income portfolios, investment products, or other directly related experience.
• Series 7 and 63, 65, or 66 preferred. A combination of education and experience may meet requirements.
• 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.

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