Asset Management Trading Specialist - Hybrid

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

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.