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© All Rights Reserved. ApplyBlast.com
Raymond James
The Overlay Portfolio Reviewer role involves reviewing and implementing tax-optimized model portfolio overlays on managed account platforms using various exchange-traded products. This position requires daily management of multi-sleeve accounts, executing trades under tight time constraints, and resolving complex account issues. The role also encompasses extensive communication with outside money managers and performing tax loss harvesting to ensure investment objectives are met.
N/A
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Raymond James.
Raymond James didn’t post a salary, so this is our estimate from similar listings.
32% below the average for this role
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