S & T Bank Investment Operations & Performance Measurement Specialist II in Indiana, Pennsylvania
Work Days and Expected Hours: Monday-Friday 8:00 AM to 5:00 PM Additional hours as needed to meet the objectives of the department. Function: Performs various functions to support the efforts of trading, performance measurement and investment management reporting within the Stewart Capital division of the Bank. (This assistance goes well beyond supporting portfolio management and senior management. The support work done by the Investment Operations Specialist is key to marketing and compliance as well as key to portfolio management and trading.) Duties and Responsibilities: 1. Perform accurate and efficient mutual fund, bond, and equity trading discretionary trades as well as client directed trades. Perform block trades as requested by the Investment Policy and Strategy Committee and Portfolio Management team. 2. Prepare and gather regular materials for the Investment Policy and Strategy Committee (IPSC) on a weekly basis and quarterly, semi-annual, and annual IPSC materials. 3. Gather and submit regular materials for S&T Wealth Management Trust Investment Committee (TIC). 4. Prepare client performance reporting. 5. Extract Morningstar® data for the Russell Indices and compile the attribution upload data for InvestEdge and submit. 6. Maintain website updates as necessary. 7. Responding to tender offers and corporate action notices. 8. Preparing and maintaining approved broker lists. 9. Preparing and maintaining the Below Investment Grade Bond Report. 10. Cross train on responsibilities of Investment Operations and Performance Measurement Specialist. 11. Maintains a good working relationship with all bank employees. Exhibits the ability to work independently. Demonstrates strong interpersonal skills and is motivated to work as a team player to contribute to the success of the department and in turn, the organization. 12. Other duties as required. Physical Demands Operates a keypad device: 99% of the day; operates office equipment: 1% of the day. The primary parts of the body involved in performing these tasks are the fingers, thumbs, hands, wrists, elbows. Sitting is required 99% of the day in a straight position. Walking is required which is slow in speed. Requires the use of manual dexterity skills for typing up to 40% of the business day. Specific vision requirements include close vision of 18”-20” for computer work. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. functions.