Top 6 Finance associate Jobs in Memphis Tn

Asset Management Trading Associate - UMA Trading
Raymond James Financial, Inc. —Memphis, TN
- Full-time
- Hybrid work
- Writing skills
- Research
- Mid-level
- Paid holidays
- Health insurance
Part Time (20 Hours) Associate Banker, Cordova Branch, Cordova, TN
JPMorganChase —Cordova, TN
- Full-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
9d
Financial Strategies Associate
HilltopSecurities —Memphis, TN
- Full-time
- Mid-level
- Office
- Finance
Investor Finance & Accounting Associate
Fogelman Properties —Memphis, TN
- Full-time
- Mid-level
- Finance
- Analysis skills
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14d
Investment Portfolio Associate-Memphis, TN
Raymond James Financial, Inc. —Memphis, TN
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance

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finance associate jobs near memphis tn

Asset Management Trading Associate - UMA Trading

Raymond James Financial, Inc. -
Memphis, TN

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Job Details

Full-time

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Customer communication
Trade execution in financial markets
Finance
Bachelor's degree in finance
Investment operations
Spreadsheets
Writing skills
Data reporting
Tax optimization
Research
Mid-level
Bachelor's degree in business administration
Finance
High school diploma or GED
Analysis skills
Math
Bachelor's degree
Internal employee customer service
Task prioritization
Decision making
Equities
Computer skills
Business Administration
Productivity software
Bachelor's degree in accounting
Cross-functional collaboration
Business
Accounting
Banking
Data analysis software

Full Job Description

Job Description Summary

An individual contributor with recognized skills in a specialized role in the field of Asset Management.

Job Description

This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at our corporate office in Memphis, TN.

As part of the AMS Trading team, the Asset Management Trading Associate 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.

Responsibilities

Overlay accounts to pre-defined single and multi-sleeve trading models and execute trades based on product guidelines.
Facilitate team workflow from multiple sources, ensuring timely processing of trade requests.
Perform a variety of report generation and review.
Field questions and resolve issues from various internal departments and branches.
Perform tax loss harvesting.
Produce overlap analysis on existing and/or new assets.
Perform other duties and responsibilities as assigned.

Skills:

General knowledge of managed account practices.
Principles of banking and finance and securities industry trading and operations.
Knowledge of products, including equities, ADRs, ETFs, UCITs, and Mutual Funds.
Financial markets and investment products and services.
Mathematical ability sufficient to calculate transactions accurately and efficiently.
Intermediate Excel experience.
Advanced analytical skills: analyze data to draw logical conclusions and interpret results for use in decision-making.
Personal resilience while providing 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.
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.
Attention to detail while maintaining a big-picture orientation.
Identify the needs of customers through effective questioning and listening techniques

Licenses/Certifications:

None required.

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS) (Required)

Work Experience

General Experience - 13 months to 3 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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Refine Your Search

finance associate jobs in memphis tn

Asset Management Trading Associate - UMA Trading

Part Time (20 Hours) Associate Banker, Cordova Branch, Cordova, TN

Financial Strategies Associate

Investor Finance & Accounting Associate

Investment Portfolio Associate-Memphis, TN

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