Portfolio Reviewer I - AMS UMA Trading
Raymond James
- Memphis, TN Saint Petersburg, FL
- Permanent
- Full-time
- Overlay accounts to pre-defined single and multi-sleeve trading models and execute trades based on product guidelines.
- Facilitate team workflow from multiple sources, ensuring timely processing of trade requests.
- Perform variety of report generation and review.
- Field questions and resolve issues from various internal departments and branches.
- Perform tax loss harvesting.
- Produce overlap analysis on existing and/or new assets.
- Perform other duties and responsibilities as assigned.
- General knowledge of managed account practices.
- Principles of banking and finance and securities industry trading and operations.
- Knowledge of products including equities, ADRs, ETFs, UCITs, and Mutual Funds.
- Financial markets and investment products and services.
- Mathematical ability sufficient to calculate transactions accurately and efficiently.
- Intermediate Excel experience.
- Advanced analytical skills; analyze data to draw logical conclusions and interpret results for use in decision-making.
- Personal resilience while providing a high-level customer service in a fast-paced environment.
- Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.
- Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
- Organize, prioritize, and manage multiple activities/tasks simultaneously and complete work efficiently.
- Communicate effectively and professionally, both orally and in writing.
- Ability to work independently as well as collaboratively within a team environment.
- Attention to detail while maintaining a big picture orientation.
- Identify the needs of customers through effective questioning and listening techniques.
- Work in a hybrid environment, with 40% in-office and up to 60% work-from-home, if desired. If not, can work full time in the office. Must live within commuting distance to our home office located in St. Petersburg, FL.
- Bachelor’s Degree in a related field and a minimum of two (2) years’ experience in managed accounts within the financial services industry.
- Any equivalent combination of experience, education, and/or training approved by Human Resources.
- None required.