Senior Portfolio Manager

2 days ago


Vancouver, British Columbia, Canada Raymond James Financial Full time

Company Overview

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Raymond James Financial is a leading financial services company that provides investment and wealth management services to individuals, corporations, and institutions. Our company is committed to providing exceptional client service and building long-term relationships with our clients.

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Job Summary

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We are seeking an experienced Senior Managed Account Trader to join our Asset Management Services team. As a key member of our team, you will play a vital role in ensuring the accurate stewardship of client's fee-based assets and contributing to the overall goal of increasing fee-based assets and revenues at Raymond James Ltd.

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Key Responsibilities

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  • Monitor trade instructions from 3rd party managers on the SMA program as well as internal Raymond James portfolio managers, ensuring timely execution and accuracy.
  • Update models and generate trades for market execution while coordinating with the trading desk on larger orders, maximizing efficiency and minimizing risk.
  • Query for daily asset movement on the SMA program and amalgamate bulk trading lists for market execution, maintaining up-to-date records and reports.
  • Identify and rebalance accounts with excess cash on a quarterly basis, optimizing portfolio performance and client satisfaction.
  • Perform quality control checks on trades, ensuring compliance with regulatory requirements and company policies.
  • Assist with various projects and initiatives related to fee-based accounts, demonstrating adaptability and a willingness to learn.
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Requirements

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  • Minimum of 2 years of industry experience trading in discretionary accounts using a model-based approach, with a proven track record of success.
  • Proficiency with Microsoft Office (Word, Excel, PowerPoint, Access) and a willingness to learn new applications, staying up-to-date with industry developments.
  • Familiarity with Dataphile, Croesus, or similar service provider is an asset, but not required.
  • Demonstrate email, videoconferencing, and telephone etiquette and relationship management skills, building strong relationships with clients and colleagues.
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Salary and Benefits

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We offer a competitive salary range of $60,000 - $70,000 per year, plus performance bonuses and incentives. Additionally, we provide a comprehensive benefits package, including flexible work styles, a competitive compensation and benefits package, support for internal promotion and community involvement.

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About Us

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Raymond James Financial is a leading financial services company that values diversity, equity, and inclusion. We are committed to creating a workplace culture that respects and celebrates individual differences and promotes opportunities for growth and development.



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