Raymond James

Asset Management Trading Associate - UMA Trading

Memphis, Tennessee - United States, USA

Sponsorship not specifiedDetected 2 days ago

AccountingExcelCustomer SupportResearchCommunicationProblem Solving

About the role

Job Description Summary An individual contributor with recognized skills in a specialized role in the field of Asset Management.
Job Description This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at our corporate office in Memphis, TN.
When associates bring their best authentic selves, our organization, clients, and communities thrive.

Perform a variety of report generation and review.
Perform tax loss harvesting.
Perform other duties and responsibilities as assigned.
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.

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

General knowledge of managed account practices.
Principles of banking and finance and securities industry trading and operations.
Knowledge of products, including equities, ADRs, ETFs, UCITs, and Mutual Funds.
Financial markets and investment products and services.
Mathematical ability sufficient to calculate transactions accurately and efficiently.
Intermediate Excel experience.
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 sufficient to effectively analyze, research, and resolve inquiries and issues in a timely manner.
Communicate effectively and professionally, both orally and in writing.
Attention to detail while maintaining a big-picture orientation.

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
Eligibility for benefits and specific offerings may vary based on position and employment status.
To view more details of the benefits offered, visit Myrjbenefits.com.

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

This listing is sourced directly from Raymond James's careers page and normalized into a canonical job model.