Structured Investments Origination Associate

Raymond James•Saint Petersburg, FL

1d•Hybrid

About The Position

Supports and leads the development of a financial product; including, but not limited to the research of the product and market viability, the development and execution of a minimum viable product or business area specific client offering, and the delivery of the new product or service with the associated technology. The Structured Investments Origination Associate role supports the design, pricing, and distribution of structured investments (also known as market-linked notes and market-linked CDs) for retail, high‑net‑worth and institutional clients. The role partners closely with the Sales, Trading, and Structuring teams of our issuer partners (external investment banks) to deliver customized investment products aligned with client objectives, market conditions, and regulatory requirements. Primary functions include identifying and conducting quantitative and qualitative due diligence, investment analysis, and product development on structured investments. This is a front‑office role combining financial analysis, product development, external collaboration and client support in a fast‑paced market driven environment.

Requirements

Understanding of derivatives, payoff structures, and capital markets
Solid financial and quantitative analysis skills
Proficiency in Excel and PowerPoint
Ability to communicate complex investment concepts clearly and concisely
Detail‑oriented, highly organized, and able to manage multiple priorities. The ability to multi-task is critical
Strong interpersonal skills and a collaborative mindset
Commercial intuition and client‑focused approach
Comfortable working in a fast‑moving, front‑office environment
Cultivates and maintains effective working relationships at all levels of the organization.
Demonstrates uncompromising adherence to ethical principles
Bachelor’s Degree (B.A.) or equivalent with a minimum of three (3) years of financial services experience.
Existing (or an ability to quickly acquire) knowledge required to appropriately support the Structured Investments trading and operations platform.
Any equivalent combination of experience, education, and/or training approved by Human Resources.
Bachelor’s: Accounting
Bachelor’s: Business Administration
Bachelor’s: Finance
FINRA Series 7 license
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Responsibilities

Support the origination of structured investment solutions across broad based calendar and custom offerings
Assist in designing and analyzing payoff structures tailored to client investment objectives and risk profiles
Partner with Structuring and Trading teams to evaluate product feasibility, pricing, and hedging considerations
Educating financial advisors and their clients as well as other departments within Global Wealth Solutions about structured investments
Work with RJ SI Consultant team to respond to client requests, RFQs, and bespoke structuring initiatives
Job scope includes identifying and performing quantitative and qualitative investment analysis (e.g., financial modeling, risk analysis, validating investment merits, etc.) on structured investments, and preparing detailed product memos
Coordinate transaction execution with Legal, Compliance, Operations, and Middle Office teams
Support product approvals, issuance documentation, and lifecycle management activities
Monitor market trends, volatility, and structured product issuance to identify product opportunities
Ensure all transactions adhere to internal risk, control, and regulatory requirements
Assist with various operational duties relating to product development and support
Performs other duties and responsibilities as assigned.