- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Saint Petersburg, FL corporate offices._ As part of the AMS Trading team, the Portfolio Reviewer I 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… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …price adjustments and trade corrections support for client accounts. + Review trade problems and determine appropriate corrective action. + Resolves comparison ... issues and assists in the portfolio allocation process. + Coordinates large block orders for advisors with appropriate trading desks. + Ensures that trades are… more