Raymond James
Asset Management Trading Associate - Overlay Trading
Raymond James, Memphis, Tennessee, us, 37544
Asset Management Trading Associate - Overlay Trading
Join to apply for the
Asset Management Trading Associate - Overlay Trading
role at
Raymond James Asset Management Trading Associate - Overlay Trading
3 days ago Be among the first 25 applicants Join to apply for the
Asset Management Trading Associate - Overlay Trading
role at
Raymond James Job Description Summary
Aid in managing client assets by developing portfolio strategies, performing stock analysis, and reviewing asset management strategies. Implement financial tracking systems, analyze credit policies and financial statements, and generate insightful reports. Job Description Summary
Aid in managing client assets by developing portfolio strategies, performing stock analysis, and reviewing asset management strategies. Implement financial tracking systems, analyze credit policies and financial statements, and generate insightful reports.
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 office.
As part of the AMS Trading team, the Asset Management Trading Associate 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 years
Certifications
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 - Overlay Trading
role at
Raymond James Asset Management Trading Associate - Overlay Trading
3 days ago Be among the first 25 applicants Join to apply for the
Asset Management Trading Associate - Overlay Trading
role at
Raymond James Job Description Summary
Aid in managing client assets by developing portfolio strategies, performing stock analysis, and reviewing asset management strategies. Implement financial tracking systems, analyze credit policies and financial statements, and generate insightful reports. Job Description Summary
Aid in managing client assets by developing portfolio strategies, performing stock analysis, and reviewing asset management strategies. Implement financial tracking systems, analyze credit policies and financial statements, and generate insightful reports.
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 office.
As part of the AMS Trading team, the Asset Management Trading Associate 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 years
Certifications
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 - Freedom Trading
Asset Management Trading Associate - UMA Trading
Memphis, TN $100,000.00-$120,000.00 3 days ago Trading Support Associate - Rebalance Support
Fee Based Senior Associate - Trading Administration
Credit Analyst - Transportation & Logistics
United States $100,000.00-$120,000.00 2 days ago Mutual Funds Sr Associate - Trading Back Office Team | Memphis, TN
Memphis Metropolitan Area $90,000.00-$100,000.00 1 week ago Bartlett, TN $80,000.00-$90,000.00 4 days ago Memphis, TN $55,000.00-$90,000.00 2 weeks ago Sales Incentive Administration and Financial Analyst
Finance & Accounting - Analyst Capital Expenditure
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr