- Raymond James Financial, Inc. (Memphis, TN)
- …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 managers… more
- 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