Description

Summary

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 supervision, uses established procedures and guidelines to perform a variety of trading and analytical tasks requiring evaluation and complex decision making to execute trades and resolve account issues.

Essential Duties and Responsibilities

• Overlay accounts to pre-defined single and multi-sleeve trading models and execute trades based on product guidelines.

• Facilitate team workflow from multiple sources, ensuring timely processing of trade requests.

• Perform variety of report generation and review.

• Field questions and resolve issues from various internal departments and branches.

• Perform tax loss harvesting.

• Produce overlap analysis on existing and/or new assets.

• Perform other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities:

Knowledge of:

• General knowledge of managed account practices.

• Principles of banking and finance and securities industry trading and operations.

• Knowledge of products including equities, ADRs, ETFs, UCITs, and Mutual Funds.

• Financial markets and investment products and services.

• Mathematical ability sufficient to calculate transactions accurately and efficiently.

• Intermediate Excel experience.

Skill in

• Advanced analytical skills; analyze data to draw logical conclusions and interpret results for use in decision-making.

• Personal resilience while providing a high-level customer service in a fast-paced environment.

• Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.

• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

Ability to

• Organize, prioritize, and manage multiple activities/tasks simultaneously and complete work efficiently.

• Communicate effectively and professionally, both orally and in writing.

• Ability to work independently as well as collaboratively within a team environment.

• Attention to detail while maintaining a big picture orientation.

• Identify the needs of customers through effective questioning and listening techniques.

• Work in a hybrid environment, with 40% in-office and up to 60% work-from-home, if desired. If not, can work full time in the office. Must live within commuting distance to our home office located in St. Petersburg, FL.

Education/Previous Experience

• Bachelor’s Degree in a related field and a minimum of two (2) years’ experience in managed accounts within the financial services industry.

OR

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications:

• None required.

Job: Operations

Primary Location: US-TN-Memphis-Memphis

Other Locations: US-FL-St. Petersburg-Saint Petersburg

Organization Asset Management Services

Schedule Full-time

Job Shift Day Job

Travel No

Req ID: 2401644