• AMS Overlay Portfolio

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …**Job Summary** You will be a member of the AMS Trading team. As the Overlay Portfolio Reviewer , you will use the knowledge and skills gained through ... work experience to review and apply tax-optimized model portfolio overlays...and resolving account issues. **Essential Duties and Responsibilities** + Overlay accounts to pre-defined single and multi-sleeve trading models… more
    Raymond James Financial, Inc. (10/15/24)
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  • Portfolio Reviewer I - AMS

    Raymond James Financial, Inc. (Memphis, TN)
    …You will be a member of the AMS Freedom Trading team. As the Portfolio Reviewer I, you will use the knowledge and skills gained through work experience ... to review and apply model portfolio overlays on...and resolving account issues. **Essential Duties and Responsibilities** + Overlay accounts to pre-defined MF/ETF trading models and execute… more
    Raymond James Financial, Inc. (11/14/24)
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