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Job Description Summary

The SVP, Investment Strategy is a senior member of the portfolio management team, with a dual focus on contributing to the investment strategy and deepening engagement across key stakeholders. This role brings together macro insight, multi-asset thinking, and strong fixed income expertise with a practical understanding of execution, communication and commercial alignment.

As both an investment contributor and business leader, the SVP will support the continued evolution of our income portfolios - working across research, trading, product, and distribution to help ensure Eagle's strategies remain disciplined, differentiated, and client-focused.

Job Description

Responsibilities:

Investment Strategy & Portfolio Leadership

+ Contribute to the development and application of macro views across income-oriented and multi-asset portfolios

+ Collaborate with PMs, analysts, and traders on portfolio positioning, performance drivers, and construction techniques

+ Leverage tools and data to enhance investment insight, attribution analysis, and risk oversig **ht**

Advisor Engagement & Commercial Alignment

+ Represent investment strategy across advisor and end client audiences - translating complex market views into clear, actionable messages

+ Partner with distribution to support key relationships and strengthen platform visibility through events, content and meetings

+ Gather field intelligence to inform investment views, product development, and distribution

Cross-Functional Collaboration & Leadership

+ Coordinate closely with research, trading and operations to support consistency and alignment across the platform

+ Contribute to a collaborative and disciplined investment culture; support mentoring and knowledge sharing across the team

+ Partner with the Managing Director and senior leaders on planning, strategic initiatives, and growth opportunities

Key First-Year Objectives:

1. Investment & Portfolio Integration

+ Build deep familiarity with taxable corporate credit and dividend income strategies

+ Participate in model reviews, investment discussions and attribution analysis

2. Internal Alignment & Continued Process Optimization

+ Gain fluency in asset allocation methodologies and execution workflows currently used by the team

+ Engage closely with portfolio managers, analysts, and trading desk to reinforce collaboration and support workflows

3. Advisor & Commercial Engagement

+ Reconnect with key advisor and distribution partners (target 10+ meetings in 90 days)

+ Represent the team at client events, conferences, and strategic presentations (e.g., attend all key Raymond James conferences)

4. Strategic & Leadership Contribution

+ Support long-term planning around product growth and team development

+ Actively contribute to culture, mentoring, and cross-functional initiatives (e.g., within Eagle, RJIM, and RJ more broadly)

Education

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

Work Experience

General Experience - More than 15 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Up to 50%

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.