• AMS Overlay Portfolio

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …Petersburg, FL corporate office._ As part of the AMS Trading team, the Overlay Portfolio Reviewer role uses knowledge and skills obtained through work ... experience to review and implement tax-optimized model portfolio overlays...to execute trades and resolve account issues. Responsibilities: + Overlay accounts to pre-defined single and multi-sleeve trading models… more
    Raymond James Financial, Inc. (01/14/25)
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  • Portfolio Reviewer I - UMA

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …work 2-3 days a week at our 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...to execute trades and resolve account issues. Responsibilities: + Overlay accounts to pre-defined single and multi-sleeve trading models… more
    Raymond James Financial, Inc. (01/09/25)
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