Senior Analyst

Job Description

This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at our Saint Petersburg, FL corporate offices.

As the Senior Analyst, you will work with limited supervision, utilizing the specialized knowledge and skills you have gained through experience and formal training. You will collaborate with other AMS analysts and Officers, and you will communicate regularly with external investment managers, strategists, economists, and other subject matter experts. Your interactions will also include some limited contact with the Asset Management Services (AMS) sales team and financial advisors.

Your primary focus will be to conduct thorough research and analysis on current and potential investments, including active investment managers, ETFs, and asset allocation strategies. You will receive guidance for performing various complex functions and will be responsible for making non-routine decisions. Regular communication with both internal and external clients will be necessary to gather, clarify, and provide essential facts and information.

Responsibilities: 

• Participates in analyst teams to provide job-related input.

• Assists in maintaining and publishing various reoccurring reports regarding AMS products and investment topics

• Identifies potential process improvements to increase efficiency in processing or analyzing due diligence.

• Assists in interpreting investment performance, with thorough knowledge of all performance formulas, calculations, and understanding of CFA/GIPS and SEC Compliance.

• Attends or hosts conference calls and meets with portfolio managers, analysts, and other subject matter experts concerning investment processes and products.

• Assists in generating or maintaining projects from Excel, Access, Word, Informa PSN, FactSet, Callan, Morningstar, EnCorr, and Mercer.

• Maintains spreadsheets and databases related to portfolio analysis.

• Assists with requests for immediate projects and also investment performance-type questions from the AMS Sales Team and Financial Advisors.

• Performs other duties and responsibilities as assigned.

Skills:

• Intermediate concepts, practices, and procedures of AMS investment research.

• Intermediate investment concepts, practices, and procedures used in the securities industry.

• Financial markets and products.

• Quantitative and qualitative understanding of the investment management business and performance measurement. 

• Performance calculations.

• Analyzing financial information.

• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, and spreadsheets.

• Produce accurate information on products and projects.

• Exhibit excellent written, verbal, and interpersonal communication skills, as this position will be a contact point for Financial Advisors who wish to talk in detail about all aspects of AMS and specifics about investment managers and performance reporting.

• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

• Attend to detail while maintaining the big-picture orientation.

• Read, interpret, analyze, and apply information from professional publications.

• Meet many deadlines to provide quarterly and monthly data to internal associates and external Financial Advisors.

• Work independently as well in a team environment.

• Assist in leading meetings and contribute to team efforts by ensuring all relevant information is included in the outcomes.

Licenses/Certifications:

• Series 7 is preferred

• Prefer candidate for the CFA

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Economics

Work Experience

General Experience - 3 to 6 years

Certifications

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

Travel

Less than 25%

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. 

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