Structured Investments Trading & Operations Analyst -2400965
Description
Under general supervision, uses specialized knowledge and skills obtained through experience or training to facilitate the operational and trading functions of the Raymond James Structured Investments (RJ SI) Platform. Follows established procedures to perform routine tasks facilitating the entire life cycle of structured investments, including initial product setup, pre-trade suitability review and checks, ongoing reporting and support, and primary and secondary market trading. Accurately executes trades for structured investments and provides timely execution reports to financial advisors. Guides financial advisors and Management in the resolution of complex problems and issues. Resolves most questions and problems and refers new or unusual issues to leadership. Routine contact with internal and external stakeholders is required to obtain, clarify, or provide facts and information. Employs knowledge to conceptualize, plan, and execute a variety of process/systems improvement initiatives that often will involve several areas of the firm outside of RJ SI. Receives Management guidance and direction to perform other work with substantial variety and complexity as needed.Job Summary Develops deep trading and operational expertise on structured investments in order to holistically support the RJ SI platform, and the financial advisors and clients who use it.Essential Duties and Responsibilities
Qualifications
Principles of banking, finance, and securities industry operations.Knowledge, Skills, and Abilities Cultivating and maintaining effective relationships at all levels of the organization.Skill in Represent the company in a highly professional manner.Ability to Bachelor's Degree (B.A.) or equivalent with a minimum of one (1) year of financial services experience.Educational/Previous Experience Requirements FINRA Series 7 and Series 57 licenses or the ability to obtain within one hundred twenty (120) days.Licenses/CertificationsRaymond James Guiding BehaviorsAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firms core values of client-first, integrity, independence and a conservative, long-term view.We expect our associates at all levels toAt 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.
Job
Private Clients Solutions
Primary Location
US-FL-St. Petersburg-Saint Petersburg
Organization
Private Client Group
Schedule
Full-time
Shift
Day Job
Travel
Yes, 10 % of the TimeEligible for Discretionary BonusYes#LI-TG1