Job Description Summary

Prepares economic, financial or statistical research and analysis for use in the development of business strategies and tactics. Has excellent theoretical and practical knowledge of different financial and analytical techniques, and the capability to plan own work and meet deadlines.

Responsibilities: Carry out feasibility and assessment work for proposed and current projects to contribute to the development and continuous review of business cases. Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats. Support others by carrying out a range of economic research activities. Provide basic financial modeling input into business cases, costs, and schedules to support growth in the business. Extract and combine data to generate standard reports. Use data management systems to access specific information as and when required. Support the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice. Resolve complex queries from internal or external customers or suppliers by providing information on policies and/or procedures, referring the most complex issues to others. Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. Provide information and clarification on existing procedures, processes, and precedents. Conduct routine tasks of preparing and disseminating financial reporting aligning with the organization's established protocols. Skills: Works without supervision and provides technical guidance when required on analyzing data trends for use in reports to help guide decision making. Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations and requirements. Works under guidance (but not constant supervision) to acquire, organize, protect and process data to fulfill business objectives. Works with guidance (but not constant supervision) to support research schedules using appropriate analytical processes and procedures. Works at an intermediate level to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works with guidance. Works with full competence to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment. Typically works without supervision and may provide technical guidance. Works without supervision and provides technical guidance when required on developing financial and economic models for planning and monitoring purposes. Uses an understanding of numerical concepts to perform mathematical operations such as report analysis with guidance (but not constant supervision). Works at an intermediate level to prioritize components of a project, program, or portfolio work in context with risks, activities, stakeholders, etc. across the life of the project or program. Typically works with guidance. Works at an intermediate level to manage the work that determines the quality policies, procedures, and responsibilities so the work satisfies the needs for which it was undertaken. Typically works with guidance. Works with guidance (but not constant supervision) to identify, assess, prioritize and manage project-related risks. Works at an intermediate level to lead facilitated sessions for requirements elicitation, focus groups, and user acceptance testing. Typically works with guidance. Works with guidance (but not constant supervision) to conduct research using appropriate methods, tools, processes and software. Works with guidance (but not constant supervision) to create research specifications and related materials. Conducts research and analyzes data with guidance (but not constant supervision) in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments. Works with guidance (but not constant supervision) to plan, organize, prioritize and oversee activities to efficiently meet business objectives. Works with guidance (but not constant supervision) to create relevant, lucid and effective reports. Needs guidance (but not supervision) to communicate with other people by speaking in a clear, concise and compelling manner. Works with guidance (but not constant supervision) to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.

Bachelor’s: Accounting, Bachelor’s: Finance

General Experience - 4 to 6 months

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 
We expect our associates at all levels to:
•  Grow professionally and inspire others to do the same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in mind
•  Take ownership and hold themselves and others accountable for delivering results that matter
•  Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. 

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