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Job Description Summary

Participate in developing investment recommendations for portfolio manages relating to existing and potential investments, through developing and amending quantitative models to analyze and forecast market developments, estimating risks, identifying factors influencing investment decisions, and quantifying potential risks and rewards.

Job Description

Responsibilities:

Work within established systems to deliver prescribed outcomes for a designated area of financial control.

Analyze and assess the risks associated with products, individual applications, new business areas, and the market to quantify risk and ensure it is within the agreed risk appetite.

Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.

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

Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios.

Advise managers how to apply a wide variety of existing procedures and precedents.

Help others get the most out of internal communications systems by offering support and advice.

Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.

Edit document in line with organizational style guidelines and prepare information for publication.

Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues.

Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Skills:

Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.

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

Independently supports business processes with comprehensive understanding and effective use of standard office equipment and standard software packages, while also providing guidance and training to others.

Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.

Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements.

Works without supervision and provides technical guidance when required on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations.

Works without supervision and provides technical guidance when required on achieving full compliance with applicable rules and regulations in management and/or operations.

Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.

Works without supervision and provides technical guidance when required on interpreting and applying knowledge of laws, regulations and policies in area of expertise.

Works without supervision and provides technical guidance when required on managing client accounts in a way that provides benefits both for the organization and its clients.

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 without supervision and provides technical guidance when required on costing, budgeting and finance tasks.

Conducts research and analyzes data without supervision while providing technical guidance as needed in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.

Works without supervision and provides technical guidance when required on acquiring, organizing, protecting and processing data to fulfill business objectives.

Works with full competence to conduct an enterprise readiness assessment to determine the organization's readiness for change. 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 design, create and administer the test scripts associated with the delivery of the project, ensuring that the requirements are being met from a functional, design and user experience perspective.Typically works without supervision and may provide technical guidance.

Works without supervision and provides technical guidance when required on reviewing and creating relevant, lucid and effective reports.

Identifies, assesses, prioritizes and manages risks without supervision and provides technical guidance when required.

Works with full competence to model, analyze, assess, and quantify the impact and probability of various risk scenarios and select the most appropriate course of action for the given situation. Typically works without supervision and may provide technical guidance.

Engages in strategic planning without supervision and provides technical guidance when required.

Education

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

Work Experience

General Experience - 3 to 6 years

Certifications

s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), 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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