Analyst, FI Solutions (St. Petersburg)

Raymond James • Saint Petersburg, FL

24d

About The Position

Under limited supervision, uses specialized knowledge and skills obtained through education and experience to assist financial advisors with fixed income proposals, reviews, general strategies, as well as any other fixed income related questions and/or requests via printed publication, electronic media and personal presentation. Guidance is provided to perform varied, complex, activities that require evaluation, originality and ingenuity in making moderately complex decisions. Regular contact with internal customers is required to obtain, clarify and provide information or plan, coordinate or advise on projects. In addition to working with financial advisors, manage various technology platforms used within the department, including working with internal associates on how to best utilize technologies.

Requirements

• Bachelor’s degree in a related field
• None required immediately; ability to obtain SIE, FINRA Series 7, 52, and 66 within one year of hire.
• General Experience - 3 to 6 years

Responsibilities

• Take incoming calls from advisors and assist in any fixed-income related questions or help that they need. Products supported include: corporate bonds, municipal bonds, preferred stocks, Treasuries, agencies, brokered CDs, and mortgage-backed securities.
• Assist advisors in learning and navigating the various fixed income systems (primarily BondDesk Trading and Portfolio Solutions). This includes how to: search for securities, place trades, run reports, and find information on securities.
• Perform reviews of fixed income securities and portfolios as requested.
• Assist in creating fixed income proposals as requested.
• Assist in business development and helping new advisors and trainees familiarize themselves with the resources of the fixed income department.
• Assist in the creation, publication, and distribution of fixed income marketing materials.
• Design, maintain and run various reports for the Fixed Income department as needed.
• Maintains records and files as needed.
• May use computer modeling techniques.
• Performs other duties and responsibilities as assigned.
• Knowledge of Company’s working structure, policies, mission, and strategies.
• Advanced concepts, practices, and procedures of Fixed Income.
• Principles of banking and finance and securities industry operations.
• Financial markets and products.
• Strong analytical and statistical modeling tools and techniques.
• Concepts of lifetime value and return on investment (ROI).
• Customer analysis and profiling; market segmentations; program tracking and evaluation; and test design market data analysis.
• Advanced concepts and practices of competitive intelligence.
• Principles and practices of and customer service.
• Skill in Operating standard office equipment and using required software including email, graphics, presentation, spreadsheet, database and project management software including HTML and PDF document formatting.
• Analyzing service/product postures.
• Maintaining databases.
• Communicating technical concepts and ideas to non-technical audiences.
• Organizing and maintaining research records, files and materials.
• Using computer modeling techniques.
• Operating standard office equipment and using required software
• Advanced skills in Excel
• Communicate effectively both orally and in writing with individuals at all organizational levels.
• Organize, manage and track multiple projects with frequently changing priorities in a fast-paced work environment.
• Convey information clearly and effectively through both formal and informal documents.
• Read, interpret, analyze and apply information from industry data.
• Attend to detail while maintaining a big picture orientation.
• Interpret and apply policies and identify and recommend changes as appropriate.
• Work independently as well as collaboratively within a team environment.
• Establish and maintain effective working relationships at all levels of the organization; including negotiating resources.
• Project a positive, professional image both internal and with external business contacts.
• Provide a high level of customer service.

Benefits

• This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees