Fixed Income Operations Advisor jobs in United States
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Raymond James · 12 hours ago

Fixed Income Operations Advisor

Raymond James is a financial services firm, and they are seeking a Fixed Income Operations Advisor to assist in managing financial transactions and preparing performance reports. The role involves providing operational support, supervising a client service team, and handling complex finance administration projects.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Provide operational support by performing a range of routine activities using existing systems and protocols
Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems
Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for special reports
Find the most effective ways to respond to routine functional inquiries. Involves following procedures and precedents
Act as first-line supervisor of a team providing client service support, and play a key role in helping to achieve targets in areas such as productivity or turnaround times. Deal with most complex and valuable issues

Qualification

Financial transactions managementPerformance reportingClient relationship managementComplex document preparationStandard office softwareTeam supervisionData summarization

Required

Bachelor's: Accounting (Required)
Bachelor's: Business Administration (Required)
Bachelor's: Finance (Required)
General Experience - 7 to 12 months
Provide operational support by performing a range of routine activities using existing systems and protocols
Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems
Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software
Gather and summarize data for special reports
Find the most effective ways to respond to routine functional inquiries
Act as first-line supervisor of a team providing client service support
Help achieve targets in areas such as productivity or turnaround times
Deal with most complex and valuable issues
Understand and effectively use standard office equipment and standard software packages to support business processes
Connect with clients to strengthen the relationship, meeting personal needs through positive client experiences
Navigate conversations in which the client is frustrated or unhappy with the organization
Orient the organization around delivering to the key needs of clients

Company

Raymond James

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

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 Company
Total Funding
$1.5B
2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO

Leadership Team

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Paul Shoukry
Chief Executive Officer
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James Sickling
COO - Fixed Income
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Company data provided by crunchbase