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Job Description

Essential Duties and Responsibilities

• Work with functional areas within the department to understand the business case and primary objectives of new projects.

• Collaborate with stakeholders to ensure strategic alignment on initiatives and projects.

• Ability to be involved in numerous projects simultaneously and understand how to prioritize alongside supporting operational functions.

Reviews operational procedures and methods; maps current business processes; defines and analyzes business activities; identifies best practices; and recommends improvements.

Consults with users to identify, analyze, refine, and document business requirements.

• Perform gap analysis and translate findings into business process and/or system requirements;

• Support quality assurance reviews of operational processes and oversight.

• Gather data to better forecast and optimize utilization of staff. Develop and define metrics (i.e.. productivity, quality, staffing) for department targets.

• Other duties as assigned.

Qualifications

Knowledge, Skills, and Abilities

Knowledge of

Functional, operational, and technical requirements of assigned project(s)/business unit initiatives.

Back-office concepts, practices and procedures used in the securities industry.

General financial industry knowledge and knowledge of supported business area.

Concepts, practices, and procedures analyzing business processes. Business analytics and process improvement.

Skill in

• Verbal and written communication;

• Analytics and problem solving; and decision making.

Preparing various reports, summaries, surveys, and written recommendations.

• Developing and maintaining project plans.

• Business Analysis tools: Microsoft Office suite (Word, Excel, PowerPoint, and Outlook).

Ability to

• Work cross-functionally within an organization to accomplish objectives;

• Maintain a strong attention to detail;

• Communicate effectively with a broad range of audiences;

• Quickly learn new concepts, systems, and processes;

• Establish priorities and meet project time and quality targets; and

• Work independently and with minimal supervision.

• Establish and maintain effective working relationships with others.

• Ask pointed questions to verify clear understanding of client issues.

• Analyze a business function and derive a set of requirements to satisfy a general request.

• Take ownership of an aspect or task on a project with little to no assistance.

Educational/Previous Experience Requirements

Bachelor’s degree.

Requires technical and business knowledge, training, and understanding of job's requirements.

Requires a minimum of two (2) years of relevant work experience.

OR ~

Any equivalent combination of experience, education, and/or training approved by Human Resources.

Financial services industry experience is a definite asset.

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

Manager Experience - 0 to 3 months

Certifications

Travel

Less than 25%

Workstyle

Hybrid

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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