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 support the enhancement, build-out, and future use of models leveraged for capital stress testing and modeling. Supports analyses and projects that are broad in nature and cover topics relevant to capital risk management, estimation, adequacy, actioning, general planning and strategy. Supports analyses on complex projects that are broad in nature, with responsibility for recommending solutions and proper treatment.

Essential Duties and Responsibilities

• Supports the building, ongoing maintenance, and running of RJF Capital Stress Models, financial statement projections, analysis surrounding regulatory capital, and various FP&A analyses for capital and liquidity.

• Supports Finance leadership with planning and executing strategic initiatives.

• Collaborates with associates and management at all levels of the firm.

• Participates in meetings and assists with the development of presentations for executive management.

• Builds and maintains key relationships with stakeholders, demonstrating a culture of engagement and assistance.

• Stays abreast of evolving capital regulatory requirements.

• Recommends process improvements to mitigate risk and increase efficiency.

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

• Performs other duties and responsibilities as assigned.

Knowledge of

• The firm’s working structure, policies, mission, and strategies.

• Financial modeling and analysis concepts, practices, and procedures.

• Fundamental concepts of financial markets.

• Financial modeling and risk management.

Ability to

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

• Use Excel for financial modeling, data manipulation, and creating financial forecasts.

• Communicate effectively, both orally and in writing, with all organizational levels, including senior leaders.

• Prioritize and meet critical deadlines.

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

• Attend to detail, with a focus on accuracy and precision.

• Partner with other functional areas to accomplish objectives.

• Convey information clearly and effectively through both formal and informal documents.

Education/Previous Experience

• Bachelor’s Degree (B.A.) in Business Administration, preferably with a major in Finance or a related field. Minimum of two years of relevant experience.

• OR ~

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

• Experience with Python, or other statistical modeling programs is a plus.

Licenses/Certifications

• None required. MBA, CFA, or demonstrated progress toward such is a plus.

• FINRA NOT required.

Travel Required: No

Education

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

Work Experience

General Experience - 13 months to 3 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.