Job Description Summary

Prepares economic, financial or statistical research and analysis for use in the development of business strategies and tactics. Has excellent theoretical and practical knowledge of different financial and analytical techniques, and the capability to plan own work and meet deadlines.

Job Description

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%

Education

Bachelor’s: Accounting, Bachelor’s: Finance

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.