time type Full time posted on Posted 2 Days Ago job requisition id R-0004250 Job Description This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at our corporate office in Saint Petersburg, FL. Under general supervision, uses specialized knowledge and skills obtained through experience and formal training to work with the Due Diligence Officers. Will communicate daily with outside investment managers, the Asset Management Services (AMS) sales force and Financial Advisors. The main focus is to perform complete and thorough due diligence on the current and potential Raymond James Consulting Services (RJCS) investment managers and Freedom (mutual fund and ETF) managers. Routine instructions, procedures, and guidelines are provided to perform routine tasks with limited decision-making responsibility. Regular contact with internal and external customers is required to obtain, clarify, and provide facts and information. Essential Duties and Responsibilities: Participates in manager research teams to scrutinize professional money managers and their products for potential inclusion or exclusion from a multi-billion-dollar fee-based platform. Serves as the central point of contact for outside investment manager representatives. Participates in maintaining various Due Diligence materials and research reports that may include portfolio characteristics and performance data, published regularly. Attend and host conference calls and home office visits with portfolio managers and analysts scrutinizing investment processes and products, aiding manager research to form an investment opinion. Obtain and apply a working knowledge of FactSet to conduct holdings-based analysis and Callan for performance-based analysis of managed portfolios. Obtain and apply command of Excel, Access, Word, Informa PSN, Morningstar, and eVestment for manager analysis and new manager research projects as they arise. Create and maintain complex data spreadsheets, databases, and templates utilizing various systems to analyze holdings and performance of managed portfolios on a multi-billion dollar fee-based platform. Assists in the investment manager approval process for the firm’s dual contract platform. Responds to requests for immediate projects and also detailed commentary in response to investment performance questions from the AMS Sales Team and Financial Advisors. Performs other duties and responsibilities as assigned. Qualifications - External Knowledge, Skills, and Abilities: Knowledge of: Fundamental concepts, practices, and procedures of Third Party Investment Manager Due Diligence. Fundamental 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. Operating standard office equipment and using required software applications 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 as in a team environment. Licenses/Certifications: CFA candidacy preferred but not required. Education Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Economics, Bachelor’s: Finance, High School (HS) (Required) Job Description This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at our corporate office in Saint Petersburg, FL. Under general supervision, uses specialized knowledge and skills obtained through experience and formal training to work with the Due Diligence Officers. Will communicate daily with outside investment managers, the Asset Management Services (AMS) sales force and Financial Advisors. The main focus is to perform complete and thorough due diligence on the current and potential Raymond James Consulting Services (RJCS) investment managers and Freedom (mutual fund and ETF) managers. Routine instructions, procedures, and guidelines are provided to perform routine tasks with limited decision-making responsibility. Regular contact with internal and external customers is required to obtain, clarify, and provide facts and information. Essential Duties and Responsibilities: Participates in manager research teams to scrutinize professional money managers and their products for potential inclusion or exclusion from a multi-billion-dollar fee-based platform. Serves as the central point of contact for outside investment manager representatives. Participates in maintaining various Due Diligence materials and research reports that may include portfolio characteristics and performance data, published regularly. Attend and host conference calls and home office visits with portfolio managers and analysts scrutinizing investment processes and products, aiding manager research to form an investment opinion. Obtain and apply a working knowledge of FactSet to conduct holdings-based analysis and Callan for performance-based analysis of managed portfolios. Obtain and apply command of Excel, Access, Word, Informa PSN, Morningstar, and eVestment for manager analysis and new manager research projects as they arise. Create and maintain complex data spreadsheets, databases, and templates utilizing various systems to analyze holdings and performance of managed portfolios on a multi-billion dollar fee-based platform. Assists in the investment manager approval process for the firm’s dual contract platform. Responds to requests for immediate projects and also detailed commentary in response to investment performance questions from the AMS Sales Team and Financial Advisors. Performs other duties and responsibilities as assigned. Qualifications - External Knowledge, Skills, and Abilities: Knowledge of: Fundamental concepts, practices, and procedures of Third Party Investment Manager Due Diligence. Fundamental 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 applications 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 as in a team environment. Licenses/Certifications: CFA candidacy preferred but not required. Education Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Economics, Bachelor’s: Finance, High School (HS) (Required) Work Experience General Experience - 7 to 12 months 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:
...for an opportunity of a lifetime? We currently have an opportunities for a motivated Sales professional. We offer the best industrial lighting products for any and all the businesses in your area. The lighting industry is booming, creating great opportunities with substantial...
...diverse audience. Leads tour activities with up to 52 attendees and theater presentations with up to 200 attendees. Facilitates ticket purchases, guest greeting and briefing, theater tech and other operational assignments in support of these programs. Assists...
...looking for experienced teachers who love working with children and making learning fun.... ...in the US or Canada Experience teaching K-12 Excellent social skills,... ...STARTED? Because youll be teaching online from your home, youll need your own computer and a good...
Jimmy John's Delivery Driver's goal is to get that sandwich in the customer's hand as quick as can be. We do this by learning the most efficient route, double checking orders to ensure everything is accounted for, and hustling on our feet (while always being safe and law...
...a long lasting income source, and making a meaningful impact. Working as an independent contractor, you'll play a pivotal role in expanding... ...Gain: Full remote flexibilitywork from anywhere using your laptop and phone. Freedom to design your schedule and live life on...