Managed account trading demands analytical precision and model-based execution at Raymond James Ltd. This role offers versatile workstyles while supporting fee-based assets.
As a Managed Account Trader on the Asset Management Services team, you will steward client fee-based assets accurately. You will monitor trade instructions, update models, generate trades, and coordinate larger orders with the trading desk. The work also supports revenues across Raymond James Ltd.
Key Responsibilities: Monitor instructions from third-party managers and portfolio managers
Update models and generate trades for market execution
Query asset movements and amalgamate bulk trading lists
Calculate foreign exchange exposure and arrange transaction rates




Perform trade quality checks and distribute recurring reports
Requirements: Post-secondary diploma or degree
Minimum two years trading discretionary accounts using model-based approaches
Microsoft Office proficiency and willingness to learn applications
Strong analytical and problem-solving skills
CSC and CPH completion or Dataphile familiarity is an asset
Apply your trading, analytical, and quality-control expertise to Raymond James Ltd. managed account operations and fee-based platforms.

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📌 Managed Account Trading Specialist (Ontario)
🏢 Raymond James Financial
📍 Ontario