Raymond James · 1 day ago
Institutional RIA Analyst
St. Petersburg, FL
Full-time
Onsite
Entry, Mid Level
2+ years expRaymond James is a financial services firm that supports the marketing of fixed income securities to Registered Investment Advisors and their clients. The Institutional RIA Analyst will track trade flow, support portfolio managers, conduct portfolio reviews, and maintain operations within the unit.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
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
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
A desire to pursue the CFA is encouraged
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
Ability to organize, manage and track multiple projects with frequently changing priorities in a fast-paced work environment
Ability to convey information clearly and effectively through both formal and informal documents
Ability to read, interpret, analyze and apply information from industry data
Attention to detail while maintaining a big picture orientation
Ability to interpret and apply policies and identify and recommend changes as appropriate
Ability to work independently as well as collaboratively within a team environment
Ability to establish and maintain effective working relationships at all levels of the organization; including negotiating resources
Ability to project a positive, professional image both internal and with external business contacts
Ability to provide a high level of customer service
Preferred
Municipal market experience is highly preferred
Various programming languages is a preferred
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
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
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
Company data provided by crunchbase