AMS Overlay Portfolio Reviewer

_This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at one of our Saint Petersburg, FL Or Memphis, TN, corporate offices._ As part of the AMS Trading team, the Overlay Portfolio Reviewer role uses knowledge and skills obtained through work experience to review and implement tax-optimized model portfolio overlays on several managed account platforms using various exchange-traded products. This role also encompasses the daily management of multi-sleeve accounts with more than one trade discretion type. 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. + Oversee the day-to-day management of multi-sleeve accounts with trading discretion held away from Raymond James on some sleeves. + Execute blocks of mixed asset types under tight time constraints while managing cash balances. + Extensive communication with outside money managers regarding trade execution, daily cash flows, and other account reviews. + Manage data files with tax overlay vendors, including data validation, account coding, and transmission issues. + 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. + Perform high-level reviews of accounts to ensure investment objectives are being met. + 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:

+ Market trading practices of products, including equities, ADRs, ETFs, UCITs, and Mutual Funds. + General knowledge of managed account practices. + Principles of banking and finance and securities industry trading and operations. + 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. + Attend to detail while maintaining a big-picture orientation. + Identify the needs of customers through effective questioning and listening techniques