Job Description Summary

This position manages Financial Analysts and will perform a wide range of other economic or financial analyses such as competitive trends, pricing, cash flow, product line evaluation, and capital additions. Reports may include, external economic trends, matters of potentially significant financial impact to the company, long-term profit or loss forecasts to facilitate management review of capital appropriations, expansion strategies, product line changes, evaluate and provide recommendations for pricing practices and review significant pricing decisions for economic soundness.

Job Description

Under limited supervision, the candidate uses specialized knowledge and skills obtained through education and experience to provide members of senior leadership, management level committees, and board level committees with reporting, analytics, governance, and ad hoc analyses. These materials will support the ongoing management of and strategic decision making related to the Firm’s interest rate risk management and reporting. A successful candidate will have a demonstrated history of being an individual self-starter, working efficiently to meet tight deadlines, and recommending solutions to complex problems.

Essential Duties and Responsibilities

• Assists finance leadership with planning and executing strategic initiatives, with a focus on delivering timely, accurate, and insightful materials to senior management, the Interest Rate Risk Working Group, RJF Asset Liability Committee (RJF ALCO), and RJF Board.
• Develops and maintains the firm’s reporting and model documentation related to Interest Rate Risk.
• Supports the annual updates to the Asset and Liability Management Policy, including any necessary updates to Interest Rate Risk metric limits and targets.
• Monitors and reports on interest rate risk metrics against targets/goals.

• Stays abreast of evolving regulatory requirements.
• Leads responses to requests from Risk Management, Internal Audit, and regulators.

• May be responsible for the oversight and management of direct reports.
• Identifies and recommends process improvements to increase efficiency in analyzing financial information.
• Assists in training others.

• Performs other duties and responsibilities as assigned.

Knowledge of

• Specific subject matter expertise regarding area of responsibility and a solid business understanding of Raymond James products and services.

• Financial analysis concepts, practices, and procedures.

• 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

• 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.
• Leverage technologies like Excel and Business Intelligence tools for forecasting, and reporting.
• Communicate effectively, both orally and in writing, across all organizational levels,
• Make independent decisions and solve complex problems.

• Partner with other functional areas to accomplish objectives.

• Proactively address issues and develop solutions.

• Reengineer existing processes and implement process improvement initiatives.

Education/Previous Experience

• Bachelor’s Degree, preferably with a major in Finance or a related field. Minimum of five (5) years of experience

• Experience with Bank Holding Company requirements 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: Business Administration, 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.