Asset Management Trading Associate - Freedom Trading

Asset Management Trading Associate

Aid in managing client assets by developing portfolio strategies, performing stock analysis, and reviewing asset management strategies. Implement financial tracking systems, analyze credit policies and financial statements, and generate insightful reports.

This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at one of our corporate offices in Memphis, TN, and Saint Petersburg, FL.

You will be a member of the AMS Freedom Trading team. As the Asset Management Trading Associate, you will use the knowledge and skills gained through work experience to review and apply model portfolio overlays on Mutual Fund / ETF (MF / ETF) managed account platforms using exchange-traded products. You will be working under general supervision; the role involves using established procedures and guidelines to execute various trading and analytical tasks that require evaluation and complex decision-making. This includes executing trades and resolving account issues.

Essential Duties and Responsibilities :

• Overlay accounts to pre-defined MF / ETF trading models and execute trades based on product guidelines.
• Analyze individual account data to identify outliers of current model positions and resolve discrepancies.
• Research and resolve complex account errors, providing necessary trade corrections.
• Administer team workflow, ensuring timely processing of trade requests.
• Perform tax loss harvesting.
• Perform a variety of report generation and review.
• Field questions and resolve issues from various internal departments and branches.
• Perform other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities :

Knowledge of :

Skill in :

Ability to :

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 : None

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.