Portfolio Reviewer I - AMS Freedom Trading

DescriptionJob 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 Mutual Fund/ETF (MF/ETF) managed account platforms. 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 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 variety of report generation and review.

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

Perform tax loss harvesting.

Perform other duties and responsibilities as assigned.

QualificationsKnowledge 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 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.

Attend 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.

Educational/Previous Experience Requirements:

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

Experience with Mutual Funds, ETF's, and Trading preferred.

or

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

Licenses/Certifications:None required.Job: TradingPrimary Location: US-FL-St. Petersburg-Saint PetersburgOrganization Asset Management ServicesSchedule Full-timeJob Shift Day JobTravel NoReq ID: 2402611