Cost Basis Associate
Raymond James
About this role
The Cost Basis Associate manages and maintains accurate cost basis, gain/loss, and corporate action data using the firm’s Cost Basis Reporting System and approved platforms. The role delivers timely, high-quality support to clients and internal departments, collaborating across teams to ensure data integrity and consistency. The position follows a hybrid schedule with an initial 90-day onsite requirement in St. Petersburg, FL or Memphis, TN.
Skills
Qualifications
About Raymond James
rjcapitalmarkets.comN/A
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About Raymond James
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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Salary
$50k – $67k
per year