Job Description Summary

Under direct supervision, knowledge and skills, obtained through education and/or experience, training and/or certification, to conduct financial analysis and performance metrics activities of limited scope and complexity in assigned processes within Risk Management. Recommend financial analysis, reporting, and process improvements for departmental and business unit processes and procedures to improve internal controls and mitigation strategies. Guidance is provided to perform varied work that is difficult in character requiring some evaluation, originality and ingenuity to make decisions. Resolves or recommends solutions to problems. Results are evaluated at agreed upon milestones for effectiveness. Routine contact with internal customers is required to identify, research and resolve problems.

Job Description

Please note: This role is not eligible for immigration Work Visa sponsorship, either currently or in the future.

Essential Duties and Responsibilities

• Supports ongoing financial analysis, metrics and internal documentation for risk management activities in accordance with internal standards, relevant government statutes and regulations.
• Partners with colleagues and business process owners to evaluate the control environment and develop recommendations to strengthen internal controls and mitigation strategies.
• Stays up to date with evolving regulatory changes and market events impacting the business.
• Develops and maintains an in-depth understanding of business areas, their products, and supporting functions.
• Performs data collection and analysis in compliance with program requirements to assist in identifying, analyzing and recommending changes and support expense control, budget analysis and preparation, metrics and other internal documentation.
• Assists in performing reviews for assigned areas to identify key controls and mitigation strategies.
• Performs evaluations of key controls or remediation activities.
• 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.
• Track progress against budgets within established finance systems and report variances to more senior colleagues.
• Analyze and assess the risks associated with products, individual applications, new business areas, and the market to quantify risk and ensure it is within the agreed risk appetite.
• Contribute to the preparation of various data and analytics reports.
• Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.

Knowledge, Skills, and Abilities

Knowledge of

• Fundamental concepts, practices and procedures of financial analysis and reporting with some awareness of risk management.
• Fundamental concepts of financial markets and products.

Skill in

• Strong interpersonal skills for interfacing with all levels of management.
• Strong analytical skills, particularly regarding inspect, cleanse, transform, and model data to discover useful information, inform conclusions, and support decision-making.
• Identify, assess, prioritize and manage risks.
• Review and evaluate recommendations and requirements and develop appropriate plans or delivery actions required.
• Documentation: procedures, reports, analysis, metrics.
• Enthusiastic, self-motivated, effective under pressure.
• Proven ability to manage time and deliver against deadlines.
• Analyze Alternatives and Recommend Solutions
• Project Testing
• Costing and Budgeting
• Numerical Skills
• Assessment
• Reporting
• Data Collection and Analysis
• Review and Reporting
• Data Control
• Computer Skills

Ability to

• Attend to detail while maintaining a big picture orientation.
• Gather information, identify linkages and trends and apply findings to assignments.
• Interpret and apply policies and identify and recommend changes as appropriate.
• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
• Meet tight deadlines within budgeted hours.
• Work independently, demonstrating initiative and problem-solving skills.
• Establish and maintain effective working relationships at all levels of the organization.
• Provide a high level of customer service.
• Recommended knowledge on Qlik, Tableau or similar applications

Educational/Previous Experience Requirements

Education/Previous Experience

• Bachelor’s Degree or
• Any equivalent combination of education, training or experience approved by Human Resources.

Education

Bachelor’s

Work Experience

General Experience - 13 months to 3 years

Certifications

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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