Raymond James
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Junior Strategist
role at
Raymond James .
Job Description Summary Under direct supervision, uses specialized knowledge and skills obtained through education and experience to support the sales force within Fixed Income. Guidance is provided to perform multiple projects with less significant scope, complexity, and impact. Understanding of strategic direction and the ability to complete moderately complex assignments with reviewed actions or decisions are required. Contact with customers, brokers, and senior management is necessary to obtain, clarify, and provide information or plan, coordinate, or advise on projects.
Essential Duties and Responsibilities
Provides training and/or assistance in the Fixed Income business unit.
Creates information and ideas that are relevant to our clients and to clients/brokers.
Develops and implements processes and procedures to ensure efficient and timely workflow.
Develops balance sheet and investment strategies for banks, credit unions, and municipalities.
Determines the right technology platforms for use in quantitative analytics.
Uses analytical tools and methodologies to provide solutions for clients.
Constructs and implements appropriate fixed‑income investment strategies for each client while ensuring compliance with all applicable internal and external policies and regulations.
Assists with the retention of existing accounts through periodic meetings with clients.
Collaborates with the sales force by assisting in the development of marketing materials and by participating in sales presentations as appropriate.
Knowledge of
Fixed‑Income analytics
Bank, credit union, and municipality regulations
Company’s structure, policies, mission, and strategies
Financial markets and products
Basic concepts, principles, and practices used in portfolio analysis for selecting fixed‑income products
Basic use of portfolio analytical tools
Broker/dealer operations
Skill in
Interpreting and applying policies and procedures
Preparing reports
Identifying trends in the financial institution industry
Ensuring resolution and completion of tasks (follow‑up)
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, and spreadsheets
Ability to
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with RJ employees and external clients
Construct portfolios using the latest risk‑management and portfolio‑construction tools and methodologies
Attend to detail while maintaining a big‑picture orientation
Interpret and apply policies and recommend changes as appropriate
Work independently, making routine decisions and resolving less complex problems
Demonstrate uncompromising adherence to ethical principles
Organize and track multiple detailed tasks and assignments with changing priorities and deadlines in a fast‑paced environment with frequent interruptions
Balance conflicting resource and priority demands
Partner with other functional areas to accomplish objectives
Work independently as well as collaboratively within a team environment
Establish and maintain effective relationships at all levels of the organization
Provide a high level of customer service
Educational / Previous Experience Requirements
Bachelor’s Degree (B.A.) in business, economics, finance or related field and 0‑2 years of related experience
OR any equivalent combination of experience, education, and/or training approved by Human Resources
Licenses / Certifications
Ability to obtain the SIE within one (1) year of hire
Ability to obtain the FINRA Series 7 and 63 license within one (1) year of hire
Education
Bachelor’s: Accounting (Required)
Bachelor’s: Business Administration (Required)
Bachelor’s: Finance (Required)
Work Experience General experience – 3 to 6 years
Travel Less than 25%
Workstyle Resident
Our Core Values and Expectations
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
Seniority Level Entry level
Employment Type Full‑time
Job Function Business Development and Sales
The Company is an equal‑opportunity employer and makes all employment decisions on the basis of merit and business needs.
#J-18808-Ljbffr
Junior Strategist
role at
Raymond James .
Job Description Summary Under direct supervision, uses specialized knowledge and skills obtained through education and experience to support the sales force within Fixed Income. Guidance is provided to perform multiple projects with less significant scope, complexity, and impact. Understanding of strategic direction and the ability to complete moderately complex assignments with reviewed actions or decisions are required. Contact with customers, brokers, and senior management is necessary to obtain, clarify, and provide information or plan, coordinate, or advise on projects.
Essential Duties and Responsibilities
Provides training and/or assistance in the Fixed Income business unit.
Creates information and ideas that are relevant to our clients and to clients/brokers.
Develops and implements processes and procedures to ensure efficient and timely workflow.
Develops balance sheet and investment strategies for banks, credit unions, and municipalities.
Determines the right technology platforms for use in quantitative analytics.
Uses analytical tools and methodologies to provide solutions for clients.
Constructs and implements appropriate fixed‑income investment strategies for each client while ensuring compliance with all applicable internal and external policies and regulations.
Assists with the retention of existing accounts through periodic meetings with clients.
Collaborates with the sales force by assisting in the development of marketing materials and by participating in sales presentations as appropriate.
Knowledge of
Fixed‑Income analytics
Bank, credit union, and municipality regulations
Company’s structure, policies, mission, and strategies
Financial markets and products
Basic concepts, principles, and practices used in portfolio analysis for selecting fixed‑income products
Basic use of portfolio analytical tools
Broker/dealer operations
Skill in
Interpreting and applying policies and procedures
Preparing reports
Identifying trends in the financial institution industry
Ensuring resolution and completion of tasks (follow‑up)
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, and spreadsheets
Ability to
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with RJ employees and external clients
Construct portfolios using the latest risk‑management and portfolio‑construction tools and methodologies
Attend to detail while maintaining a big‑picture orientation
Interpret and apply policies and recommend changes as appropriate
Work independently, making routine decisions and resolving less complex problems
Demonstrate uncompromising adherence to ethical principles
Organize and track multiple detailed tasks and assignments with changing priorities and deadlines in a fast‑paced environment with frequent interruptions
Balance conflicting resource and priority demands
Partner with other functional areas to accomplish objectives
Work independently as well as collaboratively within a team environment
Establish and maintain effective relationships at all levels of the organization
Provide a high level of customer service
Educational / Previous Experience Requirements
Bachelor’s Degree (B.A.) in business, economics, finance or related field and 0‑2 years of related experience
OR any equivalent combination of experience, education, and/or training approved by Human Resources
Licenses / Certifications
Ability to obtain the SIE within one (1) year of hire
Ability to obtain the FINRA Series 7 and 63 license within one (1) year of hire
Education
Bachelor’s: Accounting (Required)
Bachelor’s: Business Administration (Required)
Bachelor’s: Finance (Required)
Work Experience General experience – 3 to 6 years
Travel Less than 25%
Workstyle Resident
Our Core Values and Expectations
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
Seniority Level Entry level
Employment Type Full‑time
Job Function Business Development and Sales
The Company is an equal‑opportunity employer and makes all employment decisions on the basis of merit and business needs.
#J-18808-Ljbffr