Asset Management Trading Associate - St Petersburg - Memphis Staffing

    Memphis Staffing
    Memphis Staffing St Petersburg

    1 day ago

    Description

    Asset Management Trading Associate

    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:

    • General knowledge of managed account practices.
    • Principles of banking and finance and securities industry trading and operations.
    • Knowledge of products, including equities, ETFs, and Mutual Funds.
    • 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 high-level customer service in a fast-paced environment.
      • Problem-solving that is 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.

  • Work in company

    Trading Operations Associate

    Only for registered members

    · ARK Investment Management Is Hiring: · Trading Operations Associate · Who We Are · ARK is a global investment manager focused solely on investing in disruptive innovation that is changing the way the world works. Majority Owner, Catherine D. Wood, founded ARK in 2014 on the b ...

    St. Petersburg, FL

    1 week ago

  • Work in company

    Asset Management Trading Associate

    Only for registered members

    Aid in managing client assets by developing portfolio strategies and reviewing asset management strategies. · 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. · ...

    St. Petersburg

    3 weeks ago

  • Work in company

    Asset Management Trading Associate

    Only for registered members

    Aid in managing client assets by developing portfolio strategies, performing stock analysis, and reviewing asset management strategies. · ...

    Saint Petersburg Full time

    3 weeks ago

  • Work in company

    Trading Support Associate III

    Only for registered members

    Aid in managing client assets by developing portfolio strategies performing stock analysis and reviewing asset management strategies. · Provides technical support to internal clients who require assistance with various trading systems. · ...

    Saint Petersburg Full time

    1 month ago

  • Work in company

    Asset Management Trading Associate

    Only for registered members

    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- ...

    St. Petersburg

    2 weeks ago

  • Work in company

    Trading Support Associate III

    Only for registered members

    +Job Summary · This person will be responsible for supporting the Asset Management Services team. · +ResponsibilitiesLeads the work of others and provides training, coaching and mentoring to less experienced associates. · Serves as a resource to others in resolving complex proble ...

    St. Petersburg $19.66 - $26.21 (USD)

    3 weeks ago

  • Work in company

    Sr. Associate, Mutual Fund Trading

    Only for registered members

    This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. · As a Sr. Associate on the Mutual Fund Trading Support team, you will be responsible for executing a variety of standard and specialized financial transactions ...

    St. Petersburg

    1 month ago

  • This is a temporary role as summer associate in fixed income sales/trading for Raymond James. Performs routine department work using specialized knowledge and skills obtained through education, experience and/or training. · ...

    St. Petersburg

    1 month ago

  • Work in company

    Mutual Funds Sr Associate

    Only for registered members

    Execute standard banking transactions for specific units or operating/processing departments in accordance with administrative and operational processes.Process a range of specialized and non-standard transactions that usually require some research or investigation. · As a Sr Mut ...

    St. Petersburg

    1 month ago

  • Work in company

    Clearing Operations Senior Associate

    Only for registered members

    Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Our vision has always been to empower individual investors with the tools and ...

    St. Petersburg $90,000 - $140,000 (USD)

    1 week ago

  • Work in company

    Trade Support Specialist

    Only for registered members

    This person will be responsible for supporting the Asset Management Services team, specifically working with Separately Managed Accounts (aka SMA). Under limited supervision, uses advanced knowledge and skills obtained through experience and/or training to lead others in providin ...

    St. Petersburg

    3 weeks ago

  • Work in company

    Assistant General Counsel, Fixed Income

    Only for registered members

    The Assistant General Counsel will provide legal support to the Fixed Income Capital Markets (FICM) division of Raymond James. · The role is transaction-focused and requires hands-on experience with fixed income products and derivatives transactions. · Key qualifications include ...

    Saint Petersburg Full time

    3 weeks ago

  • Work in company

    Assistant General Counsel, Fixed Income

    Only for registered members

    The Assistant General Counsel will provide legal support to the Fixed Income Capital Markets division of Raymond James. · Serve as legal coverage for the Fixed Income Capital Markets business. · Draft, review, negotiate, and advise on a broad range of agreements. · ...

    St. Petersburg

    3 weeks ago

  • Work in company

    Senior Manager, Fixed Income Supervision

    Only for registered members

    The Senior Manager will oversee internal reviews to ensure compliance with regulatory requirements and develop compliance policies in liaison. They will also review day-to-day trading activity and alert management for Fixed Income Sales. · Serves as a member of the Supervision te ...

    St. Petersburg

    1 month ago

  • Work in company

    Senior Manager, Fixed Income Supervision

    Only for registered members

    The job involves conducting internal reviews to ensure compliance with regulatory requirements and internal policies. · Conducting day-to-day trading activity and alerts for Fixed Income Sales. · Responsibilities include coordinating supervision functions, developing training pro ...

    Saint Petersburg Full time

    1 month ago

  • Work in company

    Institutional RIA Analyst

    Only for registered members

    Support the marketing of fixed income securities to Registered Investment Advisors and their clients via printed publication, electronic media and personal presentation. · Maintaining operations of the unit · Monitoring trade flow · ...

    St. Petersburg

    1 month ago

  • Work in company

    Lead Engineer – Full Stack Application Development

    Only for registered members

    We are seeking a hands-on, technically exceptional Lead Engineer to join our high-performing trading software engineering team.This is a unique opportunity to help architect and build world-class trading applications that empower Raymond James financial advisors and drive innovat ...

    St. Petersburg

    1 month ago

  • Work in company

    Lead Analyst, Technology

    Only for registered members

    As a key member of our Trading Technology team the Lead Analyst plays a pivotal role in shaping the future of our Advisor-facing trading platforms. · In this role you will partner closely with both business and technology teams to deliver innovative scalable and high-impact solut ...

    St. Petersburg

    3 weeks ago

  • Work in company

    Lead Engineer – Full Stack Application Development

    Only for registered members

    We are seeking a hands-on technically exceptional Lead Engineer to join our high-performing trading software engineering team. This is a unique opportunity to help architect and build world-class trading applications that empower Raymond James financial advisors and drive innovat ...

    St. Petersburg

    1 month ago

  • Work in company

    Lead Analyst, Technology

    Only for registered members

    As a key member of our Trading Technology team, the Lead Analyst plays a pivotal role in shaping the future of our Advisor-facing trading platforms. In this role, you will partner closely with both business and technology teams to deliver innovative, scalable, and high-impact sol ...

    Saint Petersburg Full time

    3 weeks ago

  • Work in company

    Director, Technology

    Only for registered members

    Lead the design development and performance optimization of Oracle-based systems supporting asset management operations including portfolio accounting performance reporting and trade lifecycle automation. Oversee development of ETL pipelines and data transformation processes brid ...

    Saint Petersburg Full time

    3 weeks ago

Jobs