Raymond James
Asset Management Trading Associate - Freedom Trading
Raymond James, Memphis, Tennessee, us, 37544
Asset Management Trading Associate - Freedom Trading
Join to apply for the
Asset Management Trading Associate - Freedom Trading
role at
Raymond James Asset Management Trading Associate - Freedom Trading
2 days ago Be among the first 25 applicants Join to apply for the
Asset Management Trading Associate - Freedom Trading
role at
Raymond James Get AI-powered advice on this job and more exclusive features. Job Description Summary
An individual contributor with recognized skills in a specialized role in the field of Asset Management. Job Description Summary
An individual contributor with recognized skills in a specialized role in the field of Asset Management.
Job Description
This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at one of our corporate offices in Memphis, TN, or Saint Petersburg, FL.
Job Summary
You will be a member of the AMS Freedom Trading team. As the Asset Management Trading Associate, you will use the knowledge and skills gained through work experience to review and apply model portfolio overlays on Mutual Fund/ETF (MF/ETF) managed account platforms using exchange-traded products. You will be working under general supervision; the role involves using established procedures and guidelines to execute various trading and analytical tasks that require evaluation and complex decision-making. This includes executing trades and resolving account issues.
Essential Duties And Responsibilities
Overlay accounts to pre-defined MF/ETF trading models and execute trades based on product guidelines. Analyze individual account data to identify outliers of current model positions and resolve discrepancies. Research and resolve complex account errors, providing necessary trade corrections. Administer team workflow, ensuring timely processing of trade requests. Perform tax loss harvesting. Perform a variety of report generation and review. Field questions and resolve issues from various internal departments and branches. Perform other duties and responsibilities as assigned.
Knowledge Of
Knowledge, Skills, and Abilities:
General knowledge of managed account practices. Principles of banking and finance and securities industry trading and operations. Knowledge of products, including equities, ETFs, 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 high-level customer service in a fast-paced environment. Problem-solving that is 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. Attend to detail while maintaining a big-picture orientation. Identify the needs of customers through effective questioning and listening techniques.
Education
Bachelors: Accounting, Bachelors: Business Administration, Bachelors: Finance, High School (HS) (Required)
Work Experience
General Experience - 4 to 6 months
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Tax Credit Specialist (TCS) - National Center for Housing Management (NCHM)
Travel
Less than 25%
Workstyle
Hybrid
At 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.
Seniority level
Seniority level
Entry level Employment type
Employment type
Full-time Job function
Job function
Finance and Sales Referrals increase your chances of interviewing at Raymond James by 2x Get notified about new Trading Associate jobs in
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Join to apply for the
Asset Management Trading Associate - Freedom Trading
role at
Raymond James Asset Management Trading Associate - Freedom Trading
2 days ago Be among the first 25 applicants Join to apply for the
Asset Management Trading Associate - Freedom Trading
role at
Raymond James Get AI-powered advice on this job and more exclusive features. Job Description Summary
An individual contributor with recognized skills in a specialized role in the field of Asset Management. Job Description Summary
An individual contributor with recognized skills in a specialized role in the field of Asset Management.
Job Description
This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at one of our corporate offices in Memphis, TN, or Saint Petersburg, FL.
Job Summary
You will be a member of the AMS Freedom Trading team. As the Asset Management Trading Associate, you will use the knowledge and skills gained through work experience to review and apply model portfolio overlays on Mutual Fund/ETF (MF/ETF) managed account platforms using exchange-traded products. You will be working under general supervision; the role involves using established procedures and guidelines to execute various trading and analytical tasks that require evaluation and complex decision-making. This includes executing trades and resolving account issues.
Essential Duties And Responsibilities
Overlay accounts to pre-defined MF/ETF trading models and execute trades based on product guidelines. Analyze individual account data to identify outliers of current model positions and resolve discrepancies. Research and resolve complex account errors, providing necessary trade corrections. Administer team workflow, ensuring timely processing of trade requests. Perform tax loss harvesting. Perform a variety of report generation and review. Field questions and resolve issues from various internal departments and branches. Perform other duties and responsibilities as assigned.
Knowledge Of
Knowledge, Skills, and Abilities:
General knowledge of managed account practices. Principles of banking and finance and securities industry trading and operations. Knowledge of products, including equities, ETFs, 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 high-level customer service in a fast-paced environment. Problem-solving that is 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. Attend to detail while maintaining a big-picture orientation. Identify the needs of customers through effective questioning and listening techniques.
Education
Bachelors: Accounting, Bachelors: Business Administration, Bachelors: Finance, High School (HS) (Required)
Work Experience
General Experience - 4 to 6 months
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Tax Credit Specialist (TCS) - National Center for Housing Management (NCHM)
Travel
Less than 25%
Workstyle
Hybrid
At 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.
Seniority level
Seniority level
Entry level Employment type
Employment type
Full-time Job function
Job function
Finance and Sales Referrals increase your chances of interviewing at Raymond James by 2x Get notified about new Trading Associate jobs in
Memphis, TN . Asset Management Trading Associate - UMA Trading
Fee Based Senior Associate - Trading Administration
Mutual Funds Sr Associate - Trading Back Office Team | Memphis, TN
Memphis, TN BBD37,500.00-BBD62,500.00 1 day ago Credit Analyst, Mid-South Commercial Banking
Memphis, TN $75,800.00-$101,000.00 2 days ago Credit Analyst - Transportation & Logistics
Memphis, TN BBD37,500.00-BBD65,000.00 1 day ago Sales Incentive Administration and Financial Analyst
Senior Credit Analyst, Mortgage Warehouse Lending
Memphis, TN $86,000.00-$142,000.00 1 week ago Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr