Portfolio Reviewer II- AMS UMA Trading

Job Summary

As part of the AMS Trading team, the Portfolio Reviewer II role uses knowledge and skills obtained through work experience to review and implement model portfolio overlays on several managed account platforms, using various exchange traded products. 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 single and multi-sleeve trading models and execute trades based on product guidelines.

• Create and execute large block trade allocations, determining method of execution including limits, use of local markets for ADR conversions, and Authorized Participants for ETF creation and redemption units.

• Analyze individual account data to identify outliers of current model positions and resolve discrepancies.

• Communicate with outside managers regarding trade execution, model discrepancies.

• Perform tax loss harvesting.

• Research and resolve complex account errors, providing necessary trade corrections.

• Update trading models based on data provided by outside money managers.

• Perform other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities:

Knowledge of:

• Market trading practices of products including equities, ADRs, ETFs, UCITs, and Mutual Funds.

• General knowledge of managed account practices.

• Principles of banking and finance and securities industry trading and operations.

• 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) to four (4) years' experience in financial services industry/managed accounts.

~or~

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

Licenses/Certifications:

• None required.