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Raymond James · 2 months ago

Junior Strategist

Memphis, Tennessee - United States

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Raymond James is a financial services firm, and they are seeking a Junior Strategist to support the sales force within Fixed Income. This role involves assisting in various projects, developing investment strategies, and collaborating with clients and the sales team.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Responsibilities

Provides training and/or assistance in the Fixed Income business unit

Creates information and ideas that are relevant to our clients and to clients/brokers

Develops and implements processes and procedures to ensure efficient and timely workflow

Develops balance sheet and investment strategies for Bank, Credit Union & Municipalities

Determine the right technology platforms for use in quantitative analytics

Uses analytical tools and methodologies to provide solutions for Clients

Construct and implement appropriate fixed income investment strategies for each client while ensuring compliance with all applicable internal and external policies of regulations

Assists with the retention of existing accounts through periodic meetings with clients

Collaborates with sales force by assisting in the development of marketing materials and by participating in sales presentations as appropriate

Qualification

Fixed Income analyticsPortfolio analysisRisk management toolsFinancial markets knowledgeBroker/dealer operationsSecurities Industry Essentials ExamReport preparationCustomer serviceInterpersonal communication