Senior Analyst, Liquidity Management
Pinellas County, FL - USA
Job Summary
Job Description Summary
Prepares economic financial or statistical research and analysis for use in the development of business strategies and tactics. Has excellent theoretical and practical knowledge of different financial and analytical techniques and the capability to plan own work and meet deadlines.Job Description
Under general supervision uses knowledge and skills obtained through education and/or experience to support the Firm as its builds its Liquidity capabilities in preparation for continued growth and additional regulatory requirements associated with firms in excess of $100 billion. The role will focus on the buildout of the liquidity stress testingfor the parent company and material subsidiaries liquidity forecasting and collateral and intraday analyses on complex projects that are broad in nature with responsibility for recommending solutions and proper treatment.
Essential Duties and Responsibilities
- Supports the build ongoing maintenance and running of liquidity stress testing financial statement projections and various FP&A analyses for capital and liquidity.
- Supports Finance leadership with planning and executing strategic initiatives with a focus on enhancing liquidity capabilities.
- Prepares analyses and reports for the RJF Board of Directors and management committees.
- Assists with requests from Risk Management Internal Audit and regulators.
- Collaborates with associates and management at all levels of the firm.
- Builds and maintains key relationships with stakeholders demonstrating a culture of engagement and assistance.
- Stays abreast of evolving capital and liquidity regulatory requirements.
- Recommends process improvements to mitigate risk and increase efficiency.
- Performs other duties and responsibilities as assigned.
Knowledge of
- The firms working structure policies mission and strategies.
- Financial modeling and analysis concepts practices and procedures.
- Fundamental concepts of financial markets.
- Financial modeling and risk management.
Ability to
- Gather and analyze financial information to identify key trends risks and insights. Analyze issues evaluate alternatives develop proposals and present recommendations.
- Use Excel for financial modeling data manipulation and creating financial forecasts.
- Communicate effectively both orally and in writing with all organizational levels including senior leaders.
- Prioritize and meet critical deadlines.
- Organize manage and track multiple tasks with frequently changing priorities in a fast-paced work environment; and maintain accuracy on completed work.
- Attend to detail with a focus on accuracy and precision.
- Partner with other functional areas to accomplish objectives.
- Convey information clearly and effectively through both formal and informal documents.
Education/Previous Experience
- Bachelors Degree (B.A.) in Business Administration preferably with a major in Finance or a related field. Minimum of three (3) years of relevant experience.
- OR
- Any equivalent combination of experience education and/or training approved by Human Resources.
- Experience with Empyrean QRM or other balance sheet modeling software is a plus.
- Experience with R Python or other statistical modeling program is a plus
Licenses/Certifications
None required. MBA CFA or demonstrated progress towards such is a plus.
***No SIE Required***
Education
Bachelors: Accounting Bachelors: Business Administration Bachelors: FinanceWork Experience
General Experience - 3 to 6 yearsCertifications
Travel
Less than 25%Workstyle
HybridThe 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.
Required Experience:
Senior IC
About Company
A full-service financial firm where progress is driven by connection, delivering extensive wealth management, banking and capital markets capabilities to help clients, institutions and communities reach their goals.