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Raymond James · 3 days ago

Junior Strategist

Memphis, TN

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Raymond James is a financial services firm seeking a Junior Strategist to support the sales force within Fixed Income. The role involves providing training, developing investment strategies, and collaborating with clients and the sales team to ensure efficient workflow and compliance with regulations.

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 analysisSecurities Industry Essentials ExamFINRA Series 7 LicenseFinancial markets knowledgeAnalytical toolsCustomer serviceCommunication skillsTeam collaboration

Required

Bachelor's Degree (B.A.) in business, economics, finance or related field and 0-2 years of related experience

Ability to obtain SIE required within one (1) year of hire. Provided that an exemption or grandfathering cannot be applied

Ability to obtain the FINRA Series 7 and 63 License within one (1) year of hire

Knowledge of Fixed Income analytics

Knowledge of Bank, Credit Union and Municipality regulations

Knowledge of Company's working structure, policies, mission and strategies

Knowledge of Financial markets and products

Knowledge of Basic concepts, principles and practices used in the portfolio analysis used for selecting fixed income products

Knowledge of Basic use of portfolio analytical tools

Knowledge of Broker/dealer operations

Skill in Interpreting and applying policies and procedures

Skill in Preparing reports

Skill in Helping to identify trends in the financial institution industry

Skill in Follow-up to ensure resolution and completion of tasks

Skill in Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets

Ability to Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with RJ employees and external clients

Ability to Construct portfolios using the latest risk management and portfolio construction tools and methodologies

Ability to Attend 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, making routine decisions and resolving less complex problems

Ability to Demonstrate uncompromising adherence to ethical principles

Ability to Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions

Ability to Balance conflicting resource and priority demands

Ability to Partner with other functional areas to accomplish objectives

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

Ability to Provide a high level of customer service