Asset Management Trading Associate - Freedom Trading

100 Raymond James & Associates, Inc.; Saint Petersburg (FL); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Disability benefits

Retirement savings

Paid time off

Job summary

Raymond James in Saint Petersburg, FL, seeks an Asset Management Trading Associate to join the AMS Freedom Trading team on a hybrid schedule. The role involves applying model overlays on MF/ETF accounts, executing trades, and resolving account issues under general supervision.

The position emphasizes analyzing data, adhering to established procedures, and delivering timely trade support in a fast-paced environment with regular collaboration across departments.

Qualifications

• Bachelor’s degrees listed above are essential.
• HS requirement stated.
• Experience range: 1–3 years in related field is common.

Responsibilities

• Overlay MF/ETF trading models and execute trades per guidelines.
• Analyze account data to identify outliers and resolve discrepancies.
• Research and resolve complex account errors, providing trade corrections.
• Administer team workflow to ensure timely processing of trade requests.
• Perform tax loss harvesting.
• Generate and review various reports.
• Field questions from internal departments and branches and resolve issues.
• Perform other duties as assigned.

Skills

Advanced analytical skills

Personal resilience

Problem-solving

Time management

Communication

Education

Bachelor’s: Accounting

Bachelor’s: Business Administration

Bachelor’s: Finance

High School (HS)

Tools

Excel

Job description

Job Description Summary Job Description

This position will follow our hybrid work model; we expect the selected candidate to work 3 days a week at our corporate office in Saint Petersburg, FL.

Job Summary

You will be a member of the AMS Freedom Trading team. As the Asset Management Trading Associate, you will use the knowledge and skills gained through work experience to review and apply model portfolio overlays on Mutual Fund/ETF (MF/ETF) 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.

Essential Duties and Responsibilities

• Overlay accounts to pre-defined MF/ETF trading models and execute trades based on product guidelines.
• Analyze individual account data to identify outliers of current model positions and resolve discrepancies.
• Research and resolve complex account errors, providing necessary trade corrections.
• Administer team workflow, ensuring timely processing of trade requests.
• Perform tax loss harvesting.
• Perform a variety of report generation and review.
• Field questions and resolve issues from various internal departments and branches.
• Perform other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities:

Knowledge of:

• General knowledge of managed account practices.
• Principles of banking and finance and securities industry trading and operations.
• Knowledge of products, including equities, ETFs, and Mutual Funds.
• Financial markets and investment products and services.
• Mathematical ability sufficient to calculate transactions accurately and efficiently.
• Intermediate Excel experience.

Skill in:

• 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.

Ability to:

• Organise, prioritise, 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.

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

None specified

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.

Benefits

• 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)
• 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.

Company Culture and Values

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.

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.