Asset Management Trading Associate - Freedom Trading
BBF Wealth, Florida, New York, United States
Asset Management Trading Associate - Freedom Trading page is loaded## Asset Management Trading Associate - Freedom Tradinglocations:
Saint Petersburg, Florida - United Statestime type:
Full timeposted on:
Posted 2 Days Agotime left to apply:
End Date: March 10, 2026 (24 days left to apply)job requisition id:
R-0009450**Job Description Summary**Aid in managing client assets by developing portfolio strategies, performing stock analysis, and reviewing asset management strategies. Implement financial tracking systems, analyze credit policies and financial statements, and generate insightful reports.**Job Description***This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at one of our corporate offices in Memphis, TN, and Saint Petersburg, FL.***Job Summary**You will be a member of the AMS Freedom Trading team. As the Asset Management Trading Associate, you will use the knowledge and skills gained through work experience to review and apply model portfolio overlays on Mutual Fund/ETF (MF/ETF) managed account platforms using exchange-traded products. You will be working under general supervision; the role involves using established procedures and guidelines to execute various trading and analytical tasks that require evaluation and complex decision-making. This includes executing trades and resolving account issues.**Essential Duties and Responsibilities*** Overlay accounts to pre-defined MF/ETF trading models and execute trades based on product guidelines.* Analyze individual account data to identify outliers of current model positions and resolve discrepancies.* Research and resolve complex account errors, providing necessary trade corrections.* Administer team workflow, ensuring timely processing of trade requests.* Perform tax loss harvesting.* Perform a variety of report generation and review.* Field questions and resolve issues from various internal departments and branches.* Perform other duties and responsibilities as assigned.**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, ETFs, 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 high-level customer service in a fast-paced environment.* Problem-solving that is 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.* Attend to detail while maintaining a big-picture orientation.* Identify the needs of customers through effective questioning and listening techniques.**Education**Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS) (Required)**Work Experience**General Experience - 13 months to 3 years**Certifications****Travel**Less than 25%**Workstyle**HybridAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
•
Grow professionally and inspire others to do the same
•
Work with and through others to achieve desired outcomes
•
Make prompt, pragmatic choices and act with the client in mind
•
Take ownership and hold themselves and others accountable for delivering results that matter
•
Contribute to the continuous evolution of the firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.
When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.Raymond James is a diversified financial services company providing wealth management, capital markets,
asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay. #J-18808-Ljbffr
Saint Petersburg, Florida - United Statestime type:
Full timeposted on:
Posted 2 Days Agotime left to apply:
End Date: March 10, 2026 (24 days left to apply)job requisition id:
R-0009450**Job Description Summary**Aid in managing client assets by developing portfolio strategies, performing stock analysis, and reviewing asset management strategies. Implement financial tracking systems, analyze credit policies and financial statements, and generate insightful reports.**Job Description***This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at one of our corporate offices in Memphis, TN, and Saint Petersburg, FL.***Job Summary**You will be a member of the AMS Freedom Trading team. As the Asset Management Trading Associate, you will use the knowledge and skills gained through work experience to review and apply model portfolio overlays on Mutual Fund/ETF (MF/ETF) managed account platforms using exchange-traded products. You will be working under general supervision; the role involves using established procedures and guidelines to execute various trading and analytical tasks that require evaluation and complex decision-making. This includes executing trades and resolving account issues.**Essential Duties and Responsibilities*** Overlay accounts to pre-defined MF/ETF trading models and execute trades based on product guidelines.* Analyze individual account data to identify outliers of current model positions and resolve discrepancies.* Research and resolve complex account errors, providing necessary trade corrections.* Administer team workflow, ensuring timely processing of trade requests.* Perform tax loss harvesting.* Perform a variety of report generation and review.* Field questions and resolve issues from various internal departments and branches.* Perform other duties and responsibilities as assigned.**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, ETFs, 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 high-level customer service in a fast-paced environment.* Problem-solving that is 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.* Attend to detail while maintaining a big-picture orientation.* Identify the needs of customers through effective questioning and listening techniques.**Education**Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS) (Required)**Work Experience**General Experience - 13 months to 3 years**Certifications****Travel**Less than 25%**Workstyle**HybridAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
•
Grow professionally and inspire others to do the same
•
Work with and through others to achieve desired outcomes
•
Make prompt, pragmatic choices and act with the client in mind
•
Take ownership and hold themselves and others accountable for delivering results that matter
•
Contribute to the continuous evolution of the firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.
When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.Raymond James is a diversified financial services company providing wealth management, capital markets,
asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay. #J-18808-Ljbffr