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Job Description

_This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at our corporate office in Saint Petersburg, FL._

Under limited supervision, uses specialized knowledge and skills obtained through experience and training to organize and coordinate the AMS Manager Research & Due Diligence Team. Creates and maintains complex data spreadsheets, templates, and reports. Utilizes various systems to monitor the ratings and research opinions of third-party money managers. Acts as the primary contact for questions and research requests from outside professional money managers and Financial Advisors.

Essential Duties and Responsibilities:

+ Serves as the central point of contact for outside investment manager representatives to determine eligibility for inclusion on the AMS platform. Responds to general research support questions from managers regarding AMS products.

+ Coordinates and organizes the AMS Manager Research & Due Diligence Team.

+ Creates and maintains complex data spreadsheets, templates, and reports.

+ Utilizes various systems to monitor the ratings and research opinions on third-party money managers as part of managed portfolios on the multi-billion dollar AMS fee-based platform.

+ Responds to general requests for investment commentary in response to questions from the AMS Sales Team and Financial Advisors.

+ Coordinates the RFI process from all third-party managers on the AMS platform for AMS Manager Research and AMS Compliance.

+ Inputs data and maintains databases using Callan, MStar Direct, PSN, and FactSet. These systems are used by the AMS Research Team and for client proposals for sales and Financial Advisors.

+ Maintains various Due Diligence materials and research reports, including research opinions and performance data. This information is published on a regular basis, and includes RJNet design and maintenance.

+ Coordinates the ongoing research schedules for potential and existing money managers on the AMS platform for the Manager Research Team. Coordination includes organizing on-site travel and home office visits.

+ Validates performance returns that are generated versus individual money managers’ institutional composites and generates dispersion reports for AMS Compliance.

+ Scrutinizes and researches significant dispersion concerns for accuracy, including verifying trade activity, security pricing, and other account activity.

+ Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities:

Knowledge of:

+ The AMS product suite sufficient to communicate details to third-party money managers.

+ Fundamental concepts, practices, and procedures of Due Diligence and AMS Operations.

+ Fundamental investment concepts, practices, and procedures used in the securities industry.

+ Investment management operations with a focus on security valuation, portfolio accounting, or performance measurement.

+ Quantitative and qualitative understanding of the investment management business and performance measurement.

Skill in:

+ Performance calculations.

+ Critically analyzing client account activity.

+ Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, and spreadsheets.

Ability to:

+ Understand the performance drivers in fixed income and various equity asset classes.

+ Generate and analyze large data sets while using critical thinking skills to scrutinize the performance output for accuracy.

+ Exhibit excellent written, verbal, and interpersonal communication skills, as this position will serve as a point of contact for third-party money managers requesting detailed information regarding all aspects of AMS products.

+ Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

+ Attend to detail while maintaining the big picture orientation.

+ Meet many deadlines to provide quarterly and monthly data to internal associates, external Financial Advisors, and professional money manager contacts.

+ Work independently as well as in a team environment.

Licenses/Certifications:

+ Series 7 is preferred.

Education

Bachelor’s: Business Administration, Bachelor’s: Computer and Information Science, Bachelor’s: Construction Management

Work Experience

General Experience - 7 to 12 months

Certifications

PMI Certified Associate in Project Management (CAPM) - Project Management Institute (PMI)

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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