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Under general supervision, uses knowledge and skills obtained through education and/or experience to assist in the coordination of the end-to-end capital stress test process, capital plan, and associated governance. Supports the maintenance of the firm-wide stress test calendar identifying key dates, activities, and owners. A successful candidate will have a demonstrated history of being exceptionally well-organized, a self-starter who works efficiently to meet tight deadlines, and has exceptional communication skills across multiple levels of management.

Essential Duties and Responsibilities

+ Supports the execution of key elements of the firm-wide capital stress test including preparation and coordination of enterprise-wide stress testing meetings, tracking key dates, liaising with stakeholders, creating/maintaining process documentation, and coordination of the review and challenge process, in addition to other relevant governance elements.

+ Contributes to the development, tracking, aggregation, and maintenance of the capital plan documentation, including the sourcing & QA/QC of data within all sections.

+ Assists Capital PMO with initiatives related to capital stress testing and the capital plan.

+ Participates in cross-functional meetings and assists with tracking action items and deliverables

+ Supports research, analysis, and issue resolution related to challenges raised during the stress testing or capital planning activities.

+ Prepares materials and responds to information requests from Risk Management, Internal Audit, and regulators.

+ Aids in preparation of ad hoc analyses and reports for the RJF Board of Directors and other management committees.

+ Stays abreast of evolving capital regulatory requirements.

+ Contributes to process improvement initiatives aimed at enhancing efficiency and documentation quality

+ Performs other duties and responsibilities as assigned.

Knowledge and Abilities

+ General concepts, practices and procedures related to planning and project management.

+ Specific subject matter expertise regarding area of responsibility and a solid business understanding of Raymond James products and services.

+ Fundamental concepts of financial markets.

+ Financial risk management and mitigation strategies to support sound financial planning.

+ Regulatory expectations for Large Financial Institutions (LFI).

Ability to

+ Organize, manage, and track multiple tasks with frequently changing priorities in a fast-paced work environment; and maintain accuracy on completed work

+ Stay organized throughout the project lifecycle, effectively working with stakeholders throughout the organization to achieve desired outcomes.

+ Gather and analyze financial information to identify key trends, risks, and insights. Analyze issues, evaluate alternatives, develop proposals, and present recommendations.

+ Use Excel for data manipulation, visual creation, & project management.

+ Communicate effectively, both orally and in writing, across all organizational levels.

+ Partner with other functional areas to accomplish objectives.

+ Proactively address issues and develop solutions.

+ Reengineer existing processes and implement process improvement initiatives.

Educational/Previous Experience Requirements

+ Bachelor’s Degree, preferably with a major in Finance, Economics or a related field.

+ Experience with Bank Holding Company requirements preferred.

+ Experience with Workiva, SharePoint, and/or ThoughtSpot are preferred.

+ ~or~

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

Licenses/Certifications

+ None Required

**Travel Required:** <5%