• Portfolio Reviewer II

    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 number ... of shares for execution. + Determines 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). + Communicates with outside managers regarding… more
    Raymond James Financial, Inc. (11/20/24)
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