Senior Asset Management Trading Strategist

Raymond James Financial, Inc.; Memphis (TN); Hybrid; USD 75,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Disability benefits

Retirement savings

Paid time off

Job summary

Raymond James Financial, Inc. in Memphis is seeking an Asset Management Senior Trading Associate. This role supports the AMS Trading team by reviewing and implementing model portfolio overlays across multiple managed accounts and ETFs, with a hybrid schedule requiring three days in the Memphis office.

Under general supervision, you will execute trades and resolve account issues, analyze data, and communicate with outside managers to ensure accurate trade execution and model alignment.

Qualifications

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

Responsibilities

• Overlay accounts to pre-defined trading models and execute trades.
• Create and execute large block trade allocations and determine methods of execution.
• Analyze account data to identify outliers and resolve discrepancies.
• Communicate with outside managers regarding trade execution and model discrepancies.
• Perform tax loss harvesting and resolve complex account errors.

Skills

Market trading practices

Managed account practices

Financial markets understanding

Mathematical ability

Excel

Analytical skills

Communication

Team collaboration

Education

Bachelor’s degree

High School diploma

Tools

Excel

Job description

Raymond James Financial, Inc. in Memphis is seeking an Asset Management Senior Trading Associate. This role supports the AMS Trading team by reviewing and implementing model portfolio overlays across multiple managed accounts and ETFs, with a hybrid schedule requiring three days in the Memphis office.

Under general supervision, you will execute trades and resolve account issues, analyze data, and communicate with outside managers to ensure accurate trade execution and model alignment.