2024 Full-time - Saint Petersburg, United States - Raymond James Financial, Inc.

Raymond James Financial, Inc.
Raymond James Financial, Inc.
Verified Company
Saint Petersburg, United States

3 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Full time
Description

2024 Full-Time - Fixed Income Operations Specialist (St. Petersburg, FL)-
2401753

Description

Job Summary
Under direct supervision, assist with coordinating and reviewing processes specific to supporting
transactions for deals within Fixed Income at Raymond James Financial. Helps to support maintenance
of deal and client records with confidentiality and coordinate CRM support with Bankers as needed. The
Fixed Income Operations Specialist role focuses on gaining a holistic view of fixed income sales and
trading by spending time in various support roles which could include sales administration, trading
assistance, clearing, operations, risk, and technology. Serves as a resource to all areas of the
department in resolving questions and problems. Assist with resolving or recommending solutions to non complex problems. Results are evaluated at agreed upon milestones for effectiveness. Routine contact
with internal and external customers is required to identify, research and resolve problems.


Essential Duties and Responsibilities

  • Stays uptodate with evolving regulatory changes and market events impacting the business
  • Performs data collection and analysis in compliance with program requirements to assist in identifying, analyzing and recommending changes
  • Assist with the preparation of written recommendations on the effectiveness of assigned business processes and prepares follow up plans to ensure recommendations are addressed
  • Provide data reports in a timely manner as requested
  • Assists with special projects, as required.
  • Provide support to our sales and trading teams and assist with everything from trade execution to settlement processes
  • Collaborate with team members to develop and implement new sales and trading processes, procedures and strategies
  • Understand the processes from the Front to Back lifecycle of a trade
  • Stay updated on industry and regulatory developments
  • Develop and maintain relationships with sales and trading associates across the Capital Markets area
  • Maintain confidentiality of sensitive information and uphold ethical standards at all times.
  • Develop competency and utilize systems including Bloomberg, Microsoft Office (Outlook, Excel, Word, PowerPoint)
  • Specified projects and assignments, which may vary
  • Performs additional responsibilities as assigned

Qualifications

Knowledge, Skills, and Abilities

Knowledge of

  • Fundamental concepts, principles, and process of Fixed Income regulatory requirements and needs.
  • Strong proficiency in Outlook, Excel, Word, and PowerPoint.
  • Operations and systems in assigned functional area.
  • General customer operations and financial industry knowledge.

Skill in

  • Understanding policies and procedures of banking regulations
  • Analytical skills in reviewing, analyzing and evaluating documents pertaining to regulations and business deals
  • Accurately tracking data for reporting and metrics
  • Provides strong communications skills to all internal and external stakeholders while demonstrating effective listening
  • Proven ability to build strong relationships with stakeholders, learn quickly, be flexible and think strategically
  • Identifying and resolving operational issues.
  • Enthusiastic and selfmotivated
  • Handling multiple responsibilities and seeing them through to completion.
  • Updating and maintaining information systems.
  • Superior analytical thinking and problem solving.
  • Executing tasks on a timeline.

Ability to

  • Effectively multitask, prioritize workload, and immediately seek management guidance when needed
  • Partner with peers, team members and other functional areas to accomplish objectives
  • Pay attention to details while not losing sight of the overall objective
  • Proactively communicate needs with clients and bankers to support the deal flow of transactions
  • Be a selfstarter, work under pressure on multiple tasks, and meet deadlines in a fastpaced work environment with frequent interruptions and changing priorities
  • Work independently as well as collaboratively within a teamdriven environment
  • Maintain a positive attitude and desire to contribute to the overall success of the firm
  • Establish and maintain effective working relationships at all levels within the team and organization
  • Maintain client and deal confidentiality while providing a high level of customer service
  • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fastpaced work environment.
  • Develops and maintains an indepth understanding of business areas, its products and supporting functions.
  • Performs a variety of operations procedures within Fixed Income.
  • Initiates efficiency and productivity improvements.
  • Prioritize and complete multiple tasks simultaneously, often under pressure and/or short deadlines.
  • Analyze and solve problems
  • Prioritize tasks and execute deliverables
  • Work independently as well as collaboratively within a team envi
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