Institutional RIA Analyst

Raymond James-posted 1 day ago
Full-time • Entry Level
Onsite • Saint Petersburg, FL
5,001-10,000 employees
Resume
Match Score
Upload and Match ResumeTrack Jobs with Teal

Under limited supervision, uses specialized knowledge and skills obtained through education and experience to support the marketing of fixed income securities, to Registered Investment Advisors and their clients via printed publication, electronic media and personal presentation. Daily responsibilities include maintaining operations of the unit, monitoring trade flow, supporting the portfolio specialists and analyzing department data.

  • Track trade flow to ensure timely execution
  • Work with traders and team members to identify specific securities consistent with investment objectives
  • Support portfolio managers in delivering top service to RIA clients
  • Conduct periodic portfolio reviews, including credit assessments to determine continued suitability of investment consistent with risk tolerance and portfolio objectives.
  • Learn all facets of the operation to increase productivity and contribution abilities
  • Performs other duties and responsibilities as assigned.
  • Support the senior members of the team in all areas of the business as needed.
  • Knowledge of Company's working structure, policies, mission, and strategies.
  • Working concepts, practices, and procedures of Fixed Income.
  • Knowledge of bond market, trading practices, credit and bond trading systems.
  • Fundamentals of fixed income portfolio management & credit analysis
  • Financial markets and products.
  • United States Economic Reporting & Central Bank Policy
  • 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.
  • Strong working knowledge of bond ATS platforms, preferably Bond Desk, MuniCenter, Bloomberg
  • Communicating technical concepts and ideas to non-technical audiences.
  • Organizing and maintaining records, files and materials.
  • Ability to 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.
  • Attention 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.
  • Bachelor's degree and a minimum of two (2) years of fixed income experience in a trading or credit research function; municipal market experience is highly preferred.
  • Any equivalent combination of education, training and/or experience approved by Human Resources.
  • SIE required provided that an exemption or grandfathering cannot be applied.
  • FINRA Series 7 license, Series 52 license
  • Various programing languages is a preferred.
  • A desire to pursue the CFA is encouraged
Track Jobs with Teal

Job Search Resources

•
Resume Builder
•
Resume Examples
•
Cover Letter Examples

Tools

Career Hubs

Guides

Company

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service