Hybrid Senior Asset Trading Associate

raymondjames; Memphis (TN); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Raymond James in Memphis, TN, is seeking an Asset Management Senior Trading Associate to contribute as an individual in a hybrid work model. The role focuses on reviewing and implementing model portfolio overlays across multiple managed account platforms, executing trades, and resolving account issues.

The position requires knowledge of equities, ADRs, ETFs, UCITs, and mutual funds, with strong analytical and Excel skills, and 1–3 years of relevant experience.

Qualifications

• Bachelor's degree or high school diploma required.
• 13 months to 3 years of general trading/asset management experience.

Responsibilities

• Overlay accounts to pre-defined trading models and execute trades.
• Create and execute large block trade allocations, including ADR conversions and ETF creation/redemption.
• Analyze account data to identify outliers and resolve discrepancies.
• Communicate with outside managers regarding trade execution and model discrepancies.
• Perform tax loss harvesting.
• Research and resolve complex account errors; provide trade corrections.
• Update trading models based on data from outside money managers.
• Perform other duties as assigned.

Skills

Market trading

Managed accounts

Analytical ability

Communication

Excel

Education

Bachelor's degree

High School diploma

Tools

Trading platforms

Excel

Job description

Raymond James in Memphis, TN, is seeking an Asset Management Senior Trading Associate to contribute as an individual in a hybrid work model. The role focuses on reviewing and implementing model portfolio overlays across multiple managed account platforms, executing trades, and resolving account issues.

The position requires knowledge of equities, ADRs, ETFs, UCITs, and mutual funds, with strong analytical and Excel skills, and 1–3 years of relevant experience.