National Accounts Due Diligence and Reporting Analyst

Job Description Summary

Analyze data to draw insights patterns and conclusions that will enable the business to improve their products services processes or to develop new strategies. Must be adept at handling large complex datasets and developing and applying robust analytical processes including data cleaning data interpretation models forecasting pattern identification and trend analysis. As well as studying product and process-related data may also be involved in studying environmental conditions in which the firm operates competitor behavior or other data sources. Requires knowledge of tools and methods including statistics artificial intelligence and machine learning.

Job Description

Position Summary

We are seeking a detail-oriented highly organized National Accounts Data and Reporting Analystto join our team. This role is critical for supporting the growth of theintermediary business internalplatforms broker dealers and financial advisors by coordinating and drafting responses to Due Diligence Questionnaires (DDQs)Requests for Proposals (RFPs) andRequests for Information (RFIs).

Key Responsibilities

• Support the end-to-end DDQ/RFP lifecycle tracking deadlines and ensuring all intermediary platform questionnaires are submitted accurately and on time.

• Interface with various internal teams including Portfolio Product Human Resources and Complianceto gather updated product data investment philosophies and organizational metrics.

• Assist in tailoring standard proposal responses to address the unique platform requirements of key wealth management clients and financial advisor networks.

• Maintainand systematically update our centralized proposal content librarywith refreshed product statistics and narrative updates.

• Route all drafted responses throughformal legal and compliance review workflow to ensure strict adherence to SEC and FINRA regulatory guidelines.

• Assist the broader internal teams with special projects and audits as needed.

Qualifications & Skills

• Bachelors degree in finance Economics Marketing Communications or a related business field is preferred.
• Three to five years of experience within financial services investment management or asset managementare highly preferred.
• Fundamental understanding of financial markets andinvestment vehicles is preferred.
• High proficiency with Microsoft Office (specifically Word and Excel). Comfort learning specialized software such as RFP automation tools or CRM platforms such as Salesforce.
• Strong written and verbal communication skills with a customer-service mindset toward internal sales desks and external clients.
• Exceptional time management skills with a proven ability to prioritize tasks and meet tight deadlines in a fast-paced environment.

Education

Bachelors: Business Administration Bachelors: Economics Bachelors: Finance

Work Experience

General Experience - 3 to 6 years

Certifications

Travel

Workstyle

Hybrid

The total compensation for this position includes base salary or wages and may include components such as additional compensation (cash or equity) discretionary bonuses or commissions. This position is eligible for a benefits package that may include medical dental and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation holidays and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered visit .

At 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 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.