- 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
- University of Maine System (Bangor, ME)
- About the University UMA transforms the lives of students of every age and background across the State of Maine and beyond through access to high-quality distance ... support, civic engagement, and professional and liberal arts programs. UMA is the third-largest public university in Maine. In...limited to: + Clinical grading using an electronic grading portfolio + Correspondence with students in person and via… more
- Aristotle Capital Management (Denver, CO)
- …investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide. Our mission is ... help our clients reach their long-term financial goals with active portfolio management using our research-driven investment framework. Aristotle attracts and… more
- Comerica (Walnut Creek, CA)
- …of the Investment Manager on Comtrac or APM. * Rebalances portfolios traded as UMA accounts. * Monitor cash levels for all type of accounts and make recommendations ... * Apply knowledge of performance statistics and other analytical techniques to review investment results with clients. Risk Management * Understand and apply… more