Overlay Portfolio Trader: Tax-Optimized Multi-Sleeve

100 Raymond James & Associates, Inc.; Saint Petersburg (FL); Hybride; USD 80 000 - 120 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental insurance

Vision insurance

Life insurance

Retirement plan

Paid time off

Parental leave

Résumé du poste

Raymond James seeks an Overlay Portfolio Reviewer on the AMS Trading team in a hybrid model, with 3 days weekly at Saint Petersburg, FL or Memphis, TN offices. This role reviews and implements tax-optimized model portfolio overlays across managed accounts using ETFs and related products.

You will manage multi-sleeve accounts, execute trades under tight timelines, coordinate with external money managers, and maintain data and reporting while ensuring alignment with investment objectives.

Qualifications

• Bachelor's degree in a relevant field.
• 1+ year experience in trading or finance.
• Proficiency with Excel and data analysis.

Responsabilités

• Overlay accounts to predefined trading models and execute trades.
• Manage day-to-day multi-sleeve accounts with discretion held away on some sleeves.
• Execute large blocks while monitoring cash balances and market liquidity.
• Communicate with outside money managers on trade execution and cash flows.
• Review and resolve account data discrepancies and tax overlays.

Connaissances

Trading knowledge

Excel skills

Attention to detail

Communication

Independent work

Formation

Bachelor's: Accounting

Bachelor's: Business Administration

Bachelor's: Finance

Description du poste

Raymond James seeks an Overlay Portfolio Reviewer on the AMS Trading team in a hybrid model, with 3 days weekly at Saint Petersburg, FL or Memphis, TN offices. This role reviews and implements tax-optimized model portfolio overlays across managed accounts using ETFs and related products.

You will manage multi-sleeve accounts, execute trades under tight timelines, coordinate with external money managers, and maintain data and reporting while ensuring alignment with investment objectives.