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Job Description

Responsibilities:

Carry out feasibility and assessment work for proposed and current projects to contribute to the development and continuous review of business cases.

Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.

Work with existing systems and protocols to carry out designated economic research activities, either to support others or to deliver prescribed outcomes for part of a research program.

Provide basic financial modeling input into business cases, costs, and schedules to support growth in the business.

Extract and combine data to generate standard reports.

Use data management systems to access specific information as and when required.

Assist with the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.

Resolve complex queries from internal or external customers or suppliers by providing information on policies and/or procedures, referring the most complex issues to others.

Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Provide information and clarification on existing procedures, processes, and precedents.

Skills:

Works without supervision and provides technical guidance when required on analyzing data trends for use in reports to help guide decision making.

Supports business processes without supervision by understanding and effectively using standard office equipment and standard software packages, while providing technical guidance as needed.

Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations and requirements.

Works under guidance (but not constant supervision) to acquire, organize, protect and process data to fulfill business objectives.

Works without supervision and provides technical guidance when required on supporting research schedules using appropriate analytical processes and procedures.

Works with full competence to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works without supervision and may provide technical guidance.

Works with full competence to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment. Typically works without supervision and may provide technical guidance.

Works without supervision and provides technical guidance when required on developing financial and economic models for planning and monitoring purposes.

Uses an understanding of numerical concepts to perform mathematical operations such as report analysis without supervision and provides technical guidance when required.

Works with full competence to prioritize components of a project, program, or portfolio work in context with risks, activities, stakeholders, etc. across the life of the project or program. Typically works without supervision and may provide technical guidance.

Works with full competence to estimate and manage the effort and finances to complete the work within budget. Typically works without supervision and may provide technical guidance.

Works with full competence to estimate each of the components of project, program, or portfolio work, including costs, activity durations, resource needs, risks, stakeholders, etc. across the life of the project or program. Typically works without supervision and may provide technical guidance.

Works with full competence to manage the work that determines the quality policies, procedures, and responsibilities so the work satisfies the needs for which it was undertaken. Typically works without supervision and may provide technical guidance.

Works without supervision and provides technical guidance when required on identifying, assessing, prioritizing and managing project-related risks.

Works with full competence to lead facilitated sessions for requirements elicitation, focus groups, and user acceptance testing. Typically works without supervision and may provide technical guidance.

Works without supervision and provides technical guidance when required on conducting research using appropriate methods, tools, processes and software.

Works without supervision and provides technical guidance when required on creating research specifications and related materials.

Works with guidance (but not constant supervision) to achieve full compliance with applicable rules and regulations in management and/or operations.

Conducts research and analyzes data with guidance (but not constant supervision) in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.

Works with guidance (but not constant supervision) to plan, organize, prioritize and oversee activities to efficiently meet business objectives.

Works with guidance (but not constant supervision) to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.

Works with guidance (but not constant supervision) to interpret and apply knowledge of laws, regulations and policies in area of expertise.

Works with guidance (but not constant supervision) to create relevant, lucid and effective reports.

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, Bachelor’s (Required)

Work Experience

General Experience - 13 months to 3 years

Certifications

s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Resident

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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