Found Description
Managed Account Trader
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.
How does the role impact the organization?
As a member of the Asset Management Services team, you will play a vital role in ensuring the accurate stewardship of client’s fee-based assets and the overall goal of increasing fee-based assets and revenues at Raymond James Ltd.
What will your role be responsible for?
- Monitor e-mail for incoming trade instructions from 3 rd party managers on the SMA program as well as internal Raymond James portfolio managers.
- Update models and generate trades for market execution while coordinating with the trading desk on larger orders.
- Query for daily asset movement on the SMA program and amalgamate bulk trading lists for market execution.
- Calculate foreign exchange exposure and arrange for rates on all cross-curre...