Hybrid Senior Analyst, AMS Research en Raymond James

Job Summary: 

Under limited supervision, uses specialized knowledge and skills obtained through experience and formal training to work with other AMS analysts and Officers.  Will communicate regularly with outside investment managers, strategists, economists and other external subject matter experts, as well as limited contact with the Asset Management Services (AMS) sales force and the Financial Advisors. The main focus is to perform complete and thorough research and analysis on current and potential investments including:  active investment managers, ETFs, and asset allocation.  Guidance is provided to perform varied, complex functions with the responsibility for making non-routine decisions. Regular contact with internal and external customers is required to obtain, clarify, and provide facts and information.

Essential Duties and Responsibilities: 

• Participates in analyst teams to provide job related input.

• Assists in maintaining and publishing various reoccurring reports in regards AMS products and  investment topics

• Identifies potential process improvements to increase efficiency in processing or analyzing due diligence.

• Assists in interpreting investment performance, with thorough knowledge of all performance formulas, calculations, and understanding of CFA/GIPS and SEC Compliance.

• Attends or hosts conference calls and meets with portfolio managers and analysts as well as other subject matter experts concerning investment processes and products.

• Assists in generating or maintaining projects from Excel, Access, Word, Informa PSN, FactSet, Callan, Morningstar, EnCorr and Mercer.

• Maintains spreadsheets and databases related to portfolio analysis.

• Assists with requests for immediate projects and also investment performance-type questions from AMS Sales Team and Financial Advisors.

• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities:

Knowledge of:

• Intermediate concepts, practices, and procedures of AMS investment research.

• Intermediate investment concepts, practices and procedures used in the securities industry.

• Financial markets and products.

• Quantitative and qualitative understanding of the investment management business and performance measurement. 

Skill in:

• Performance calculations.

• Analyzing financial information.

• Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.

Ability to:

• Produce accurate information on products and projects.

• Exhibit excellent written, verbal and interpersonal communication skills, as this position will be a contact point for Financial Advisors who wish to talk in detail about all aspects of AMS and specifics about investment managers and performance reporting.

• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

• Attend to detail while maintaining the big picture orientation.

• Read, interpret, analyze and apply information from professional publications

• Meet many deadlines to provide quarterly and monthly data to internal associates and external Financial Advisors.

• Work independently as well in a team environment.

• Assist in leading meetings and contribute to team efforts by ensuring all relevant information is included in the outcomes.

Educational/Previous Experience Requirements:

• Bachelor’s Degree (B.A.) in a related field and three (3) years of experience at a broker/dealer or investment firm.

~or~

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications:

• Series 7 preferred

• Prefer candidate for the CFA