New

Securities Trader

Farmers National Bank of Canfield

Jan 18, 2025
Description SUMMARY: This position will ensure that all equity trades required by Trust Company Administrators and Investment officers are completed accurately and within the prescribed time frame. Additionally, this position will maintain various records and reports for all transactions and maintain accurate, up-to-date lists of securities and brokers within the Trust Company. ESSENTIAL DUTIES AND RESPONSIBILITIES: Accurately organize and execute all equity trades as required by Administrators and Investment Officers Solicit bids from all fixed income brokers (Morgan Stanley, Piper Jaffray, etc.) Update and maintain mutual fund models Maintain approved securities list and approved broker list Attend all Investment Committee meetings and record/document the minutes of these meetings Serve as Portfolio Manager and receive and enter directed trades on directed accounts as assigned Interface with Scorecard to handle any updates and changes such as consolidated account changes, benchmark changes, etc. Interact with Operations to resolve any settlement/delivery issues Facilitate bidding and execution of all fixed income orders and maintain relationships will all approved bond brokers Utilize Telemet to provide data necessary to support sector analysis Support Investment Officers in creation of financial statement reports on Investorsview & Frontier Analytics Upload mutual fund trades from trading platform to trust accounting system Update and maintain Tactical Asset Allocation models Provide necessary documentation and monitoring of compliance issues Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money laundering procedures. Maintain compliance with all appropriate rules and regulations Regular, predictable attendance is an essential requirement of this position Complete all other duties as assigned EDUCATION AND/OR EXPERIENCE: Associate's Degree in a Business/ Financial Services related field Minimum 3 years of experience in Investment services Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran Qualifications Education Bachelors of Finance (required) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)