Raymond James & Associates-posted 9 months ago
$70,000 - $90,000/Yr
Full-time • Entry Level
Wellesley, MA
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Under general supervision, uses specialized knowledge and skills obtained through experience, specialized training or certification to provide analytical support to senior analysts, sales, trading and clients. Responsibilities include collection, organization, and analysis of market and financial data, and development of trade ideas for client investment portfolios based on analysis, as well as trader, client and broker input. Guidance is provided to perform a variety of tasks that are somewhat difficult in character requiring some evaluation, originality or ingenuity to make moderately complex decisions.

  • Utilizes databases covering fixed income products and analytics (Intex, Yield Book, Bloomberg and eFolio).
  • Assists in development, maintenance and interpretation of financial models for relative value analysis of fixed income products, trader support and preparation of broker and client reports/recommendations.
  • Assists in preparation of informative written reports for timely distribution to clients as well as to fixed income sales and trading.
  • Gathers and synthesizes critical data from relevant sources in support of ongoing research projects.
  • Prepares product specific reports.
  • Handles client and broker requests for critical and time sensitive information.
  • Maintains the confidentiality of company and client information.
  • Performs other duties and responsibilities as assigned.
  • Ideal candidate will have at least two years of relevant fixed income experience.
  • Bachelor's Degree (B.A.) in a related field.
  • MBA, CFA or CPA is a plus.
  • Experience with VBA, Python, SQL statistical modelling, or other programming a plus but not required.
  • Series 7 and 63 designations are expected to be obtained within 6 months.
  • Salary Range: $70,000.00-$90,000.00
  • Travel Required: Yes, 10 % of the Time.
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