What are the responsibilities and job description for the Portfolio Reviewer I - AMS UMA Trading position at Raymond James Financial, Inc.?
Job Description
This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at our Memphis, TN corporate offices.
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.
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 a 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.
Skills:
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 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
Licenses/Certifications:
None required.
Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance, High School (HS) (Required)Work Experience
General Experience - 13 months to 3 yearsCertifications
Travel
Less than 25%Workstyle
HybridAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At 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.
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