Portfolio Reviewer I – UMA Trading Position Available In Pinellas, Florida

Portfolio Reviewer I

• UMA Trading Raymond James Financial, Inc.
• 3.

8

Saint Petersburg, FL Job Details Full-time Estimated:

$52.9K

• $72.

3K a year 1 day ago Qualifications School experience Microsoft Excel LIHTC Writing skills Finance High school diploma or GED Analysis skills Bachelor’s degree Securities Industry Essentials Business Administration Entry level Under 1 year Full Job Description Job Description This position will follow our hybrid work model; we expect the selected candidate to work 3 days a week at our Saint Petersburg, FL, corporate office. You will be a member of the AMS Trading team. As the Portfolio Reviewer I, you will use the knowledge and skills gained through work experience to review and apply model portfolio overlays on multiple 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.

Responsibilities:

Overlay accounts to pre-defined single and multi-sleeve trading models and execute trades based on product guidelines. Create and execute large block trade allocations, determining method of execution including limits, use of local markets for ADR conversions, and Authorized Participants for ETF creation and redemption units. Analyze individual account data to identify outliers of current model positions and resolve discrepancies. Communicate with outside managers regarding trade execution and model discrepancies. Perform tax loss harvesting. Research and resolve complex account errors, providing necessary trade corrections. Update trading models based on data provided by outside money managers. 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. Market trading practices 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 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. 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.

Licenses/Certifications:

None required.

Education Bachelor’s:

Accounting, Bachelor’s:

Business Administration, Bachelor’s:

Finance, High School (HS) (Required) Work Experience General Experience

• 7 to 12 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. #LI-RO1