Pricing Analyst - RJ Bank

Raymond James•Saint Petersburg, FL

23h•Hybrid

About The Position

Under general supervision, the Pricing Analyst uses knowledge and skills gained through experience or training to provide advanced support within a unit or department. The position serves as a liaison between senior management and RJ Bank to coordinate loan pricing approvals for the Loan Pricing Desk. The work is varied and often difficult, requiring evaluation, originality, and ingenuity to make moderately complex decisions. The analyst maintains extensive contact with internal and external customers to identify, research, and resolve problems; adapts procedures and techniques to meet role requirements; and serves as a resource to others resolving complex problems and issues. The role supports Securities Based Lending (SBL), Margin, and Structured Loan discount setups; coordinates work across groups; handles escalated issues; and helps improve processes and controls. It also involves preparing and presenting internal reports, tracking departmental information and progress, developing efficient workflows, and assisting with employee orientation, training, and coaching. The analyst may serve as a team lead. The position is hybrid, with travel of less than 25%. The required education is a bachelor's degree in Accounting, Business Administration, or Finance, and the stated general work experience is 4 to 6 months.

Requirements

Bachelor’s degree in Accounting, Business Administration, or Finance.
General work experience of 4 to 6 months.
Knowledge of basic mathematical calculations.
Knowledge of key internal and/or external contacts from whom to request assistance or expertise.
Knowledge of concepts, principles, and practices of loan discounts and FA compensation.
Knowledge of investment concepts, practices, and procedures used in the securities industry.
Knowledge of banking and finance operations.
Knowledge of financial markets and products.
Organizational and time-management skills to prioritize workload, handle multiple tasks, and meet deadlines.
Skill operating standard office equipment and using required software to produce correspondence and electronic communications and maintain spreadsheets and databases.
Skill interpreting and applying policies and procedures.
Skill implementing processes and procedures for efficient, timely workflow.
Skill promoting effective coordination between work groups.
Ability to build effective working relationships and coach others to develop their skills.
Ability to execute instructions and request clarification when necessary.
Ability to provide courteous, timely service when addressing customer questions and concerns.
Ability to speak clearly and concisely and convey information clearly through formal and informal documents.
Ability to facilitate meetings and ensure viewpoints, ideas, and problems are addressed.
Ability to partner with other functional areas to accomplish objectives.
Ability to work constructively under stress and pressure when facing high workloads and deadlines.
Ability to plan, organize, and coordinate work assignments.
Ability to promote team cohesiveness, cooperation, and effectiveness.
Ability to work independently with minimal supervision.

Responsibilities

Serve as a liaison between groups to ensure accuracy of Securities Based Lending (SBL), Margin, and Structured Loan discount setups.
Coordinate effectively within the assigned work group and with other work groups.
Handle escalated issues and support others in resolving complex problems, primarily related to loan discounts.
Interpret and apply organizational policies and procedures.
Review, evaluate, and implement process improvements as appropriate.
Review and evaluate suggestions for additional controls to improve current processes.
Coordinate with senior management on the preparation and presentation of internal reports for management review.
Establish objectives and develop processes and procedures to ensure efficient and timely workflow.
Schedule, report, and track departmental information.
Periodically report on work progress and project completions, and prepare additional ad hoc reports as needed.
Assist in orienting, training, and coaching employees.
May serve in a team lead function.
Perform other duties and responsibilities as assigned.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Critical illness insurance
Accident insurance
Disability benefits
Retirement savings
Paid time off, including vacation, holidays, and sick leave
Parental leave
Additional compensation may include cash or equity, discretionary bonuses, or commissions