Asset Management Trading Associate - Freedom Trading
Thecentermemphis, Memphis, TN, United States
Job Description Summary
An individual contributor with recognized skills in a specialized role in the field of Asset Management.
Job Summary You will be a member of the AMS Freedom Trading team. As the Asset Management Trading Associate, you will use your knowledge and skills to review and apply model portfolio overlays on Mutual Fund/ETF (MF/ETF) managed account platforms using exchange‑traded products. You will work under general supervision, using established procedures and guidelines to execute trading and analytical tasks that require evaluation and complex decision‑making, including 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 managed account practices.
Principles of banking and finance and securities industry trading and operations.
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.
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, High School (HS) (Required)
Work Experience General Experience – 13 months to 3 years
Certifications None specified
Travel Less than 25%
Workstyle Hybrid
Benefits The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status.
Equal Opportunity Employment The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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Job Summary You will be a member of the AMS Freedom Trading team. As the Asset Management Trading Associate, you will use your knowledge and skills to review and apply model portfolio overlays on Mutual Fund/ETF (MF/ETF) managed account platforms using exchange‑traded products. You will work under general supervision, using established procedures and guidelines to execute trading and analytical tasks that require evaluation and complex decision‑making, including 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 managed account practices.
Principles of banking and finance and securities industry trading and operations.
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.
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, High School (HS) (Required)
Work Experience General Experience – 13 months to 3 years
Certifications None specified
Travel Less than 25%
Workstyle Hybrid
Benefits The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status.
Equal Opportunity Employment The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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