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Job Description

_This position will follow our hybrid work model; we expect the selected candidate to work 3 days a week at one of our Memphis, TN, or Saint Petersburg, FL, corporate offices._

As part of the AMS Trading team, the Portfolio Reviewer II role uses knowledge and skills obtained through work experience to review and implement model portfolio overlays on several managed account platforms, using various exchange traded products. Under general supervision, uses established procedures and guidelines to perform a variety of trading and analytical tasks requiring evaluation and complex decision making to execute trades and resolve account issues.

Essential Duties and Responsibilities:

+ Overlay accounts to pre-defined single and multi-sleeve trading models and execute trades based on product guidelines.

+ Create and execute large block trade allocations, determining method of execution including limits, use of local markets for ADR conversions, and Authorized Participants for ETF creation and redemption units.

+ Analyze individual account data to identify outliers of current model positions and resolve discrepancies.

+ Communicate with outside managers regarding trade execution, model discrepancies.

+ Perform tax loss harvesting.

+ Research and resolve complex account errors, providing necessary trade corrections.

+ Update trading models based on data provided by outside money managers.

+ Perform other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities:

Knowledge of

+ Market trading practices of products 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 sufficient to calculate transactions accurately and efficiently.

+ Intermediate Excel experience.

Skill in

+ Advanced analytical skills; analyze data to draw logical conclusions and interpret results for use in decision-making.

+ Personal resilience while providing a high-level customer service in a fast-paced environment.

+ Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.

+ Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

Ability to

+ Organize, prioritize, and manage multiple activities/tasks simultaneously and complete work efficiently.

+ Communicate effectively and professionally, both orally and in writing.

+ Ability to work independently as well as collaboratively within a team environment.

+ Attend to detail while maintaining a big picture orientation.

+ Identify the needs of customers through effective questioning and listening techniques.

Licenses/Certifications

+ None are required

Travel Required

+ No

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS) (Required)

Work Experience

General Experience - 13 months to 3 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Tax Credit Specialist (TCS) - National Center for Housing Management (NCHM)

Travel

Less than 25%

Workstyle

Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same

• Work with and through others to achieve desired outcomes

• Make prompt, pragmatic choices and act with the client in mind

• Take ownership and hold themselves and others accountable for delivering results that matter

• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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