• Portfolio Reviewer I - AMS

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …with the review of accounts to ensure they meet the portfolio manager's specifications. + Frequently creates large block trade allocations to determine the ... number of shares for execution. + Determines the method of execution for large block trade orders (including limits, use of local markets for ADR conversions, and Authorized Participants for ETF creation or redemption units). + Communicate with outside… more
    Raymond James Financial, Inc. (01/25/25)
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  • AMS Overlay Portfolio

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …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 on several managed account platforms using various exchange-traded products. This role also… 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 several managed account platforms using various exchange-traded products.… more
    Raymond James Financial, Inc. (01/09/25)
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  • Portfolio Reviewer I - UMA Trading

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …office._ You will be a member of the AMS 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 multiple managed account platforms using exchange-traded products. You will be working under general supervision;… more
    Raymond James Financial, Inc. (01/29/25)
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  • WHC Specialist

    Bayer (Tampa, FL)
    …Specialist (WHS) will be responsible for managing the Intrauterine Devices (IUDs) business portfolio as well as driving the launch objectives for a new therapy in ... monitor contract performance and ensure completion of quarterly customer business review meetings on top priority accounts. Support implementation of pull-through… more
    Bayer (01/17/25)
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