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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. 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.

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:<ul><li>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.</li><li>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.</li><li>Works closely with other portfolio managers and investment team members.</li><li>The Sr Specialist may supervise less experienced specialists.</li><li>Other duties as assigned.</li></ul>Qualifications:<ul><li>Requires a Bachelor's and 4+ years experience with equity income portfolios, investment products, or other directly related experience.</li><li>Series 7 and 63, 65, or 66 preferred. A combination of education and experience may meet requirements.</li><li>Extensive knowledge of fixed income investment and of investment products, services and terminology.</li><li>Excellent attention to detail, an exceptionally high degree of initiative and adaptability, and the ability to multi-task.</li><li>The ability to work independently as well as in a team environment.</li><li>The ability to perform a wide variety of complex and confidential tasks with speed and accuracy.</li><li>Strong analytical skills are needed in order to solve operational problems.</li><li>Must be able to exercise independent judgment.</li><li>Excellent communication (verbal and writing) skills.</li><li>Strong knowledge of Excel, PowerPoint, Word and MS Outlook.</li></ul>Benefits:<ul><li>Medical, Dental and Vision Insurance - START DAY ONE!</li><li>Life and Disability Insurance, Paid Parental Leave and Adoption Assistance</li><li>Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts</li><li>Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays</li><li>401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience</li><li>Mental health benefits including coaching and therapy sessions</li><li>Tuition Reimbursement for qualifying employees</li><li>Employee Ambassador preferred banking products</li></ul>

Zions Bancorporation NA

Portfolio Trading Specialist

Analysis Skills

Bank Management

Banking Services

Customer Relations

Customer Relationship Management (CRM)

Dental Insurance

Detail Oriented

Financial Planning

Financial Services

Fixed Income Investments

Hedge Funds

High Net Worth

Investment Management

Investment Services

Investment Strategy

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Microsoft Word

Multitasking

Presentation/Verbal Skills

Problem Solving Skills

Risk Management

Sales

Series 7

Succession Planning

Tax Planning

Vision Plan

Wealth Management

Writing Skills

The group has extensive interaction with the trading desks, technology, brokers and clients to ensure effective oversight for existing business and also to shape and implement solutions for new products, strategies and systems. Operations span all product lines and markets, serving as internal business partners who develop the processes and controls, and help to specify the systems that deliver accuracy, timeliness and integrity to our business.

<div style="text-align:justify">Job Title: GBM - Operations - Margin Collateral Val Ops - Analyst Location: 111 South Main Street, Salt Lake City, UT; 84111 Duration: 6 Months; Onsite Job Summary & Responsibilities Operations is a dynamic, multi-faceted division that partners with all areas of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. Alongside this vital service delivery role, Operations provides essential risk management and control, preserving and enhancing the firm s assets and its reputation. Operations span all product lines and markets, serving as internal business partners who develop the processes and controls, and help to specify the systems that deliver accuracy, timeliness and integrity to our business. Goldman Sachs Asset Management is the investment management arm of the firm. AMD Operations provides service delivery and risk management in order to create a rigorous control environment for the investment management process. It consists of three broad functional areas, Trade Management, Portfolio Data & Control, and Client Management. The Trade Management team has primary responsibility of mitigating risk for all aspects of trade flow, settlement risk management, collateral management and counterparty liaison. The group has extensive interaction with the trading desks, technology, brokers and clients to ensure effective oversight for existing business and also to shape and implement solutions for new products, strategies and systems. Specifically, the role involves: " Supporting traders and portfolio managers across various asset management businesses. " Trade & payment confirmation / instruction. " Monitor daily reconciliations between various trading systems. " Interface with the Trading and brokers to resolve day to day issues and ensure efficient settlement of trading activity. " Problem solving capability for complex trade flow, accounting issues and trade discrepancies. " Process analysis to improve control, scalability and efficiency. " Providing project management leadership and/or support for new and existing products, with an Client on co-operation with Information Technology for the development and enhancement of processes and systems. " Building relationships with outside financial institutions (brokers, custodians, prime broker and fund administrator) to improve quality and productivity of work, integrating best practices as appropriate. " Providing regular and ad hoc management information on STP rates, risks and volumes. " Proactively identifying opportunities and enhancements to improve functions. " Maintain team procedures and provide regular management reporting to senior Operations managers and the business. Basic Qualifications " Bachelor s degree. " At least 1 year of professional experience. " At least 1 year of professional experience with financial products, knowledge in one, or more, derivative/core products with an interest to expand into other areas. Preferred Qualifications " Preference of at least 1 year asset management or middle office experience (experience or solid understanding of Bank Loan confirmations/settlements or related trade support functions preferred). " Understanding of industry agenda & platforms (e.g. DTC, SWIFT, FED, Trade Warehouse, IHS Markit: ClearPar, WSO, Loan Platforms and Counterparty Manager) is a plus. " Fail trade/payment investigation experiences preferred. " Experience in broker and/or client facing activities. " Capability to prioritize and work under pressure in a fast-paced environment. " Proactive, self motivated individual with high levels of ownership, and driven to achieve. " Demonstrates ability to independently troubleshoot and resolve most common problems that arise. " Demonstrates ability to apply re-engineering methodologies to processes and execute solutions. " Demonstrate ability to identify inter-relationships and understand the broad impacts of work and projects across the organization. " Possesses excellent communication skills and attention to detail. " Strong interest in Operations and asset management trade support and/or middle office.</div>

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GBM - Operations - Margin Collateral Val Ops - Analyst

Accounting

Asset Management

Best Practices

Brokerage

Communication Skills

Derivatives

Establish Priorities

Identify Issues

Information Technology & Information Systems

Leadership

Management Reporting

Marketing/Sales Collateral

Operational Audit

Operations Management

Process Analysis

Process Development

Process Improvement

Product Strategy

Productivity Management

Project/Program Management

Quality Management

Reconciliation

Reengineering

Sales Management

Service Delivery

Technical Operations

Trading Systems

Warehousing

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Maverickfx in Ogden, UT is looking for disciplined traders to day trade Forex and Crypto using firm capital. Estimated earnings for successful traders range from $50,000 to over $200,000 annually.

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Maverickfx in Ogden, UT is looking for disciplined traders to day trade Forex and Crypto using firm capital. This performance-based contract opportunity offers substantial earnings for those who can deliver results. Join a supportive community and follow structured trading systems while managing risks.Estimated earnings for successful traders range from $50,000 to over $200,000 annually. No fixed salary; your income depends on your trading performance.#J-18808-Ljbffr

Maverick FX

Funded FX & Crypto Trader Remote & Structured

Community Support

Cryptography

Foreign Exchange (FX) Trading

Systems Administration/Management

Trading/Stockbroking

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Business Segment Overview - Institutional: Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.

With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors. Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth. Business Segment Overview - Institutional: Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology. Position Purpose: The Vice President, Prime Brokerage will primarily support the trading desk and deliver high‑touch client service to institutional prime brokerage clients. The role focuses on day‑to‑day trading support, execution assistance, and proactive client coverage, ensuring a seamless client experience across trading and operational touchpoints.ResponsibilitiesPrimary duties will include:<ul><li>Provide direct support to traders on the desk, including execution assistance, trade lifecycle support, and issue resolution.</li><li>Serve as a key point of contact for prime brokerage clients, delivering timely and responsive client service.</li><li>Assist with trading/execution across asset classes in an agency capacity.</li><li>Support client onboarding activities as needed, including platform setup, demonstrations, and ongoing usage support.</li><li>Allocate executions, monitor trade files, and ensure accurate and timely submissions.</li><li>Monitor client intraday profit and loss in partnership with the trading desk to help manage firm risk.</li><li>Collaborate closely with operations, client service, securities lending, sales, and onboarding teams to ensure consistent and high‑quality client experience.</li><li>Proactively communicate with existing and prospective clients regarding trading activity, platform functionality, and service needs.</li><li>Identify, escalate, and help resolve trading or operational issues promptly.</li><li>This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary. </li></ul>QualificationsTo land this role you will need:<ul><li>2–3 years of relevant experience preferred, supporting trading desks and institutional clients.</li><li>Experience with securities‑based swaps a plus.</li><li>Strong understanding of trading workflows and prime brokerage operations.</li><li>Knowledge of cash equities and electronic execution; multi‑asset experience preferred.</li><li>Series 7, 57, 63, and 3 required (or to be obtained within three months of employment).</li></ul>What makes you stand out:<ul><li>Ability to exercise sound judgment in assessing risk and prioritizing issues.</li><li>Strong analytical, quantitative, and problem‑solving skills.</li><li>Excellent interpersonal, verbal, and written communication skills.</li><li>Team‑oriented mindset with a strong client‑service focus.</li><li>Bachelor’s degree preferred, in Finance, Economics, or a related field.</li></ul>Hiring Salary Range $90,000 - $120,000 (Salary to be determined by the education, experience, knowledge, skills and abilities of the applicant, internal equity and alignment with market data.)  Subject to business performance and recommendations of management, this role may be eligible to participate in an incentive compensation plan.  This compensation package, in addition to a full range of medical, financial, and/or other benefits, dependent on the position, is offered.Permanent, full-time, #LI-SD1Notice to Recruitment Agencies: Please be advised that any résumé or CV submitted to us without: (i) prior onboarding with StoneX as an approved recruitment partner; and (ii) prior written authorization/instruction from StoneX’s Talent Acquisition Team, will be treated as an unsolicited and unapproved submission. We may, at our discretion, review and consider such candidates; however, no placement fee, referral fee, or any other form of compensation will be payable to the submitting agency if the candidate is subsequently hired, and regardless of the agency’s involvement. Submission of a résumé/CV in these circumstances will be deemed acceptance of these terms, and these terms supersede any the agency seeks to impose on StoneX.

Trading Jobs in West Point, UT

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Trading Jobs in West Point, UT

Portfolio Trading Specialist Zions Bancorporation NA

GBM - Operations - Margin Collateral Val Ops - Analyst eTeam Inc.

Funded FX & Crypto Trader Remote & Structured Maverick FX

Vice President - Prime Brokerage Stonex Group

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