- Memphis, Tennessee
Memphis, Tennessee
Portfolio Reviewer I - AMS UMA Trading-2401644
Description
Summary
As part of the AMS Trading team, the Portfolio Reviewer I role uses knowledge and skills obtained through work experience to review and implement model portfolio overlays on several managed account platforms, using various exchange traded products. Under general supervision, uses established procedures and guidelines to perform a variety of trading and analytical tasks requiring evaluation and complex decision making to execute trades and resolve account issues.
Essential Duties and Responsibilities
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.
Qualifications
Knowledge, Skills, and AbilitiesKnowledge of
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.
Skill in
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.
Ability to
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.
Education/Previous Experience
Bachelor's Degree in a related field and a minimum of two (2) years' experience in managed accounts within the financial services industry.
~OR ~
Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications
None required.
Raymond James Guiding BehaviorsAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firms core values of client-first, integrity, independence and a conservative, long-term view.We expect our associates at all levels toAt Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job
Operations
Primary Location
US-TN-Memphis-Memphis
Other Locations
US-FL-St. Petersburg-Saint Petersburg
Organization
Asset Management Services
Schedule
Full-time
Shift
Day Job
Travel
NoEligible for Discretionary BonusYes#LI-AF1