- Raymond James Financial, Inc. (St. Petersburg, FL)
- …problems. **Essential Duties and Responsibilities:** + Overlays account for pre-defined trading models and executes trades based on product guidelines. + Analyzes ... + Researches complex account errors and provides necessary corrections. + Updates trading models based on data provided by outside money managers. + Ongoing… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …trade related databases and 3rd party applications. + Researches and corrects Asset Management Services portfolio rebalance issues. + Produce, update, and ... action. + Contacts internal and external customers to resolve trading problems. + Maintains currency in trading ...maintain files containing the correspondence and records of a senior colleague. + Help manage internal client relationships by… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …between branches and the home office. Reviews, updates, maintains, and services accounts. Asset Management Services (a division of Raymond James & Associates) ... offers comprehensive asset management services and products for Raymond James financial advisors. **Essential Duties and Responsibilities:** + Performs a variety… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in investment and financial planning, in addition to capital markets and asset management . The Supervision department partners closely with the business ... to administer and analyze complex suitability reviews to detect trends, trading patterns and possible rules violations to ensure adherence to securities… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in securities underwriting, private placements, syndicate matters, Reg M, and electronic trading risks across multiple asset classes. + Oversee the development ... trading risks. **Advanced Skill in:** + Leadership and collaboration across senior business units. + Strategic planning, risk management , and regulatory… more