Raymond James Financial, Inc.
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 Bank, Credit Union & Municipalities.
Determine the right technology platforms for use in quantitative analytics.
Uses analytical tools and methodologies to provide solutions for Clients.
Construct and implement appropriate fixed income investment strategies for each client while ensuring compliance with all applicable internal and external policies of regulations.
Assists with the retention of existing accounts through periodic meetings with clients.
Collaborates with sales force by assisting in the development of marketing materials and by participating in sales presentations as appropriate.
Knowledge, Skills, and Abilities Knowledge of
Fixed Income analytics
Bank, Credit Union and Municipality regulations.
Company’s working structure, policies, mission and strategies.
Financial markets and products.
Basic concepts, principles and practices used in the portfolio analysis used for selecting fixed income products.
Basic use of portfolio analytical tools
Broker/dealer operations.
Skill in
Interpreting and applying policies and procedures.
Preparing reports.
Helping to identify trends in the financial institution industry.
Follow-up to ensure resolution and completion of tasks.
Operating standard office equipment and using required software application 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 identify and recommend changes as appropriate.
Work independently, making routine decisions and resolving less complex problems.
Demonstrate uncompromising adherence to ethical principles.
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work 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 working relationships at all levels of the organization.
Provide a high level of customer service.
Educational/Previous Experience Requirements Education/Previous Experience
Bachelor’s Degree (B.A.) in business, economics, finance or related field and 0-2 years of related experience.
Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications
Ability to obtain SIE required within one (1) year of hire. Provided that an exemption or grandfathering cannot be applied.
Ability to obtain the FINRA Series 7 and 63 License within one (1) year of hire.
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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 Bank, Credit Union & Municipalities.
Determine the right technology platforms for use in quantitative analytics.
Uses analytical tools and methodologies to provide solutions for Clients.
Construct and implement appropriate fixed income investment strategies for each client while ensuring compliance with all applicable internal and external policies of regulations.
Assists with the retention of existing accounts through periodic meetings with clients.
Collaborates with sales force by assisting in the development of marketing materials and by participating in sales presentations as appropriate.
Knowledge, Skills, and Abilities Knowledge of
Fixed Income analytics
Bank, Credit Union and Municipality regulations.
Company’s working structure, policies, mission and strategies.
Financial markets and products.
Basic concepts, principles and practices used in the portfolio analysis used for selecting fixed income products.
Basic use of portfolio analytical tools
Broker/dealer operations.
Skill in
Interpreting and applying policies and procedures.
Preparing reports.
Helping to identify trends in the financial institution industry.
Follow-up to ensure resolution and completion of tasks.
Operating standard office equipment and using required software application 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 identify and recommend changes as appropriate.
Work independently, making routine decisions and resolving less complex problems.
Demonstrate uncompromising adherence to ethical principles.
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work 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 working relationships at all levels of the organization.
Provide a high level of customer service.
Educational/Previous Experience Requirements Education/Previous Experience
Bachelor’s Degree (B.A.) in business, economics, finance or related field and 0-2 years of related experience.
Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications
Ability to obtain SIE required within one (1) year of hire. Provided that an exemption or grandfathering cannot be applied.
Ability to obtain the FINRA Series 7 and 63 License within one (1) year of hire.
#J-18808-Ljbffr