About The Position

Job Description Summary Buy and sell assets and commodities for external clients (such as oil, electricity, shares, bonds, etc.). Build and maintain relationships with external customers, evaluate their portfolios and advise them on buying or selling. Job Description Responsibilities Deal in a complex financial market by applying market expertise and knowledge and by leading and managing a treasury/trading team. Develop and maintain relationships with key customers, ensuring they remain satisfied and loyal to the organization. Analyze and evaluate the feasibility and relevance of proposed complex financial products, and develop and amend as necessary with guidance from senior colleagues. May also be responsible for supervising activities performed by a financial product development or specialist team. Oversee a complex area or set of projects, guiding the financial risk management activities of a business unit, strengthening the organization's overall risk posture. Manage a highly complex and impactful data analysis function and interpret policy changes aimed at reaching business goals. Analyze, assess, and quantify the risks associated with products, individual applications, business activities, and the market to determine whether any risk is within the agreed risk appetite. Undertake tactical risk modeling. Skills Communicate and articulate potential resolutions or strategies in a clear, compelling, and tailored manner to address specific challenges or meet organizational needs. Determine and analyze trends from data that is collected to assist in compiling reports that will help in decision-making. Analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications. Education Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required) Work Experience General Experience - 13 months to 3 years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Salary Range $100,000.00-$125,000.00 Travel Less than 25% Workstyle Resident 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.

Requirements

  • Communicate and articulate potential resolutions or strategies in a clear, compelling, and tailored manner to address specific challenges or meet organizational needs.
  • Determine and analyze trends from data that is collected to assist in compiling reports that will help in decision-making.
  • Analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders.
  • Express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications.
  • Bachelor’s: Accounting (Required)
  • Bachelor’s: Business Administration (Required)
  • Bachelor’s: Finance (Required)
  • General Experience - 13 months to 3 years
  • Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Responsibilities

  • Buy and sell assets and commodities for external clients (such as oil, electricity, shares, bonds, etc.).
  • Build and maintain relationships with external customers, evaluate their portfolios and advise them on buying or selling.
  • Deal in a complex financial market by applying market expertise and knowledge and by leading and managing a treasury/trading team.
  • Develop and maintain relationships with key customers, ensuring they remain satisfied and loyal to the organization.
  • Analyze and evaluate the feasibility and relevance of proposed complex financial products, and develop and amend as necessary with guidance from senior colleagues.
  • May also be responsible for supervising activities performed by a financial product development or specialist team.
  • Oversee a complex area or set of projects, guiding the financial risk management activities of a business unit, strengthening the organization's overall risk posture.
  • Manage a highly complex and impactful data analysis function and interpret policy changes aimed at reaching business goals.
  • Analyze, assess, and quantify the risks associated with products, individual applications, business activities, and the market to determine whether any risk is within the agreed risk appetite.
  • Undertake tactical risk modeling.
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