Portfolio Reviewer I AMS Freedom Trading
Raymond James•Memphis, TN
394d•Hybrid
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About The Position
The Portfolio Reviewer I position at Raymond James Financial involves reviewing and applying model portfolio overlays on Mutual Fund/ETF managed account platforms. The role requires analytical skills to execute trades, resolve account issues, and ensure compliance with established procedures. The position operates under general supervision and is part of a hybrid work model, requiring in-office presence 2-3 days a week.
