Senior Asset Management Trader (Hybrid) – ETFs & Overlays

100 Raymond James & Associates, Inc.; Memphis (TN); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

Life insurance

Disability benefits

Retirement savings plan

Paid time off

Parental leave

Job summary

Raymond James is seeking an Asset Management Senior Trading Associate in Memphis to support the AMS Trading team. The role involves overlaying model portfolios, executing trades across managed accounts, and collaborating with external managers to ensure accurate execution and model integrity.

The position requires knowledge of equities, ADRs, ETFs, UCITs, and mutual funds, plus strong Excel and analytical skills. A hybrid work model is offered with three days in the Memphis office.

Qualifications

• Bachelor’s degree and high school diploma required.
• General experience 13 months to 3 years.
• SIE and TCS certifications are preferred/required.

Responsibilities

• Overlay accounts to predefined trading models and execute trades.
• Create and execute large block trade allocations.
• Analyze account data to identify model discrepancies.
• Communicate with outside managers on trade execution and discrepancies.
• Perform tax loss harvesting.
• Research and resolve complex account errors and trade corrections.
• Update trading models based on external data.

Skills

Market trading practices

Excel

Analytical skills

Communication

Independent work

Team collaboration

Problem solving

Attention to detail

Education

Bachelor’s degree

High School diploma

Securities Industry Essentials Exam (SIE)

Tax Credit Specialist (TCS)

Tools

Microsoft Excel

Trading platforms

Job description

Raymond James is seeking an Asset Management Senior Trading Associate in Memphis to support the AMS Trading team. The role involves overlaying model portfolios, executing trades across managed accounts, and collaborating with external managers to ensure accurate execution and model integrity.

The position requires knowledge of equities, ADRs, ETFs, UCITs, and mutual funds, plus strong Excel and analytical skills. A hybrid work model is offered with three days in the Memphis office.