Asset Management Trading Associate - UMA Trading

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 our corporate office in Memphis, TN. 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 The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com. 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 Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you. Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start - or continue - growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James - and why they stay.