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Raymond James Financial, Inc. Global Portfolio Sales Trader- Overnight hours (Geographically flexible- potential for permanent remote) in San Francisco, California


Job Summary

Under some direction, uses knowledge and skills obtained through education and experience for prospecting, building and maintaining client relationships with both Index and Active Institutional clients at a global level – specifically covering portions of the Asian and European trading sessions. Consults with team members to develop trading strategies and deliver strong advisory and portfolio solutions to clients.

Essential Duties and Responsibilities

  • Sales Trading coverage of Portfolio Trading client base

  • Builds external and internal client relationships

  • Contribute to the execution strategy and portfolio solutions for clients

  • Handle pre-, live, and post-transaction cost analysis (TCA)

  • Consult and coordinate with clients on portfolio characteristics such as risk tolerance, benchmark, constraints, timeframe, impact cost eliminate, dollar and/or sector neutrality

  • Analyze client performance against various or designated benchmarks

  • Performs other duties and responsibilities as assigned


Knowledge, Skills, and Abilities

Knowledge of

  • Trading strategies and market characteristics within assigned securities type or sector

  • Understanding of concepts, practices, and procedures of Agency Trading

  • Principles of banking and finance and securities industry operations

  • Global financial markets and products

  • Company’s working structure, policies, mission, and strategies

Skill in

  • Strong math and analytic skills which are sufficient for quantitative analysis

  • Marketing skills and sales ability

  • Using technical/professional knowledge to understand client’s commitment to ideas, services and products

  • Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets

Ability to

  • Read, interpret, analyze and apply information from industry data

  • Organize and track multiple detailed tasks and assignments with critical deadlines in a fast-paced work environment

  • Use appropriate interpersonal styles and communicate effectively, both verbally and in writing with all organization levels

  • Attend to detail while maintaining big picture orientation

  • Work independently as well as collaboratively within a team environment

  • Project a positive, professional image both internal and with external business contacts

  • Convey information clearly and effectively through both formal and informal documents

Educational/Previous Experience Requirements

  • Bachelor’s Degree (B.A. or B.S.) in Finance, Accounting or Business and a minimum of (3) three to (5) five years of experience in the Agency Trading area of the financial services industry


  • SIE required provided that an exemption or grandfathering cannot be applied

  • FINRA Series 7, Series 57 and Series 63 license (Will accept series 55 or 56 if obtained prior to October 1, 2018)

Job: Investment Management

Primary Location: United States

Other Locations: US-CA-Los Angeles-Los Angeles, US-CA-San Francisco-San Francisco, US-IL-Chicago-Chicago, US-NY-New York-New York City, US-GA-Atlanta-Atlanta, US-MA-Boston-Boston

Schedule Full-time

Job Shift Day Job

Travel Yes, 25 % of the Time

Req ID: 2100283