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Raymond James · 2 months ago

Institutional RIA Analyst

Saint Petersburg, Florida - United States

Full-time

Onsite

Entry, Mid Level

2+ years exp

Raymond James is a financial services company seeking an Institutional RIA Analyst to support the marketing of fixed income securities to Registered Investment Advisors and their clients. The role involves maintaining operations, monitoring trade flow, supporting portfolio specialists, and analyzing department data.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

H1B Sponsor Likely

Responsibilities

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

Qualification

Fixed Income KnowledgeBond Market KnowledgeCredit AnalysisPortfolio ManagementBond ATS PlatformsFinancial Markets KnowledgeProgramming LanguagesCustomer ServiceCommunication SkillsOrganizational SkillsTeam CollaborationAttention to Detail

Required

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

SIE required provided that an exemption or grandfathering cannot be applied

FINRA Series 7 license, Series 52 license

Bachelor's: Business Administration (Required)

Bachelor's: Economics (Required)

Bachelor's: Finance (Required)

General Experience - 13 months to 3 years

Preferred

Municipal market experience is highly preferred

Various programming languages is a preferred

A desire to pursue the CFA is encouraged

Company

Raymond James

Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.

Founded in 1962

Atlanta, Georgia, USA

10001+ employees

http://www.raymondjames.com

H1B Sponsorship

Raymond James has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

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Trends of Total Sponsorships

2023 (1)