Portfolio Reviewer Raymond James Financial, Inc. - 3.7 Saint Petersburg, FL Job Details $24.46 - $32.61 an hour 6 hours ago Benefits Health insurance Dental insurance 401(k) Vision insurance Qualifications Trade execution in financial markets Microsoft Outlook Finance Spreadsheets Experience practicing in the securities industry Associate's degree Full Job Description Job Summary This person will be responsible for supporting the Asset Management Services Group. Under general supervision, uses advanced knowledge and skills obtained through experience and/or training to assist money managers by executing trades based on product models and guidelines. Established procedures and prescribed guidelines are provided to perform a variety of tasks requiring some evaluation, originality, or ingenuity in making routine decisions. Essential Duties and Responsibilities Overlays accounts to pre-defined trading models and executes trades based on product guidelines. Analyzes data for outliers of current positions versus models. Assists with the review of accounts to ensure they meet the portfolio manager's specifications. Mocks up trades based on the models and accounts (building trades). Knowledge, Skills, and Abilities At least 4 years of recent experience within the financial services industry. General knowledge of the financial market. Trading experience is required. Ability to work in a fast-paced environment. Must be very comfortable using Excel daily and Outlook. Team player. Quick learner. Clear and professional written and verbal communication skills. Minimum of an Associate's Degree. This is the pay range that Magnit reasonably expects to pay for this position: $24.46/hour - $32.61/hour

Benefits:

Medical, Dental, Vision, 401K

QUALIFICATION/LICENSURE

Work Authorization :

US Citizen Preferred years of experience : 4 years Travel required : No travel required Shift timings :