Portfolio Reviewer

Overlays accounts to pre-defined trading models and executes trades based on product guidelines. Analyzes data for outliers of current positions versus models. Assists with the review of accounts to ensure they meet the portfolio manager’s specifications. Frequently creates large block trade allocations to determine number of shares for execution. Determines method of execution for large block trade orders (including limits, use of local markets for ADR conversions and Authorized Participants for ETF creation or redemption units). Communicates with outside managers regarding execution, model discrepancies. Allocates cash flows into accounts. Researches complex account errors and provide necessary corrections. Updates trading models based on data provided by outside money managers. Ongoing monitoring of manager models based on historical update frequency to ensure models are current.

According to JobzMall, the average salary range for a Portfolio Reviewer in 4933 Tamiami Trail N, Naples, FL 34103, USA is $55,000 to $72,000 per year. This range is based on the salary data of similar positions in the area.

Raymond James Financial, Inc. is a holding company, which engages in the provision of financial and investment services. It operates through the following segments: Private Client Group, Capital Markets, Asset Management, and RJ Bank.