AMS Overlay Portfolio Reviewer

_This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at one of our Saint Petersburg, FL Or Memphis, TN, corporate offices._

As part of the AMS Trading team, the Overlay Portfolio Reviewer role uses knowledge and skills obtained through work experience to review and implement tax-optimized model portfolio overlays on several managed account platforms using various exchange-traded products. This role also encompasses the daily management of multi-sleeve accounts with more than one trade discretion type. 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.

Responsibilities:

+ Overlay accounts to pre-defined single and multi-sleeve trading models and execute trades based on product guidelines.
+ Oversee the day-to-day management of multi-sleeve ...