Job Description

Duties and Responsibilities

• Completes spreadsheet financial models for assigned industry.
• Formulates new transaction proposals.
• May assist in development of financial analyses including revenue models, running the numbers, debt profiles and refinancing and cash flow analysis.
• Helps in preparation of client pitch books.
• Maintains records of market conditions and issuance, prepares regular updates, and reports for internal and external constituencies.
• Creates and presents marketing and sales materials.
• May have limited interaction with clients.
• Performs other duties and responsibilities as assigned.
• Works independently on assigned projects and tasks, meeting all delivery deadlines.
• Operates standard office equipment and uses required software applications.
• Answer incoming phones

Knowledge, Skills, and Abilities

Knowledge of

• Fundamental investment concepts, practices and procedures used in the securities industry.
• Basic knowledge of Fixed Income procedures, regulatory requirements, transactions and client relationships.
• Financial markets and products.
• Basic business case analysis.
• Financial analysis and data modeling.
• Fundamental concepts, practices, and procedures of a professional office environment.

Skill in

• Excellent analytical, critical thinking and problem solving skills sufficient to recognize and detect errors and offer resolution.
• Basic skills in coding, SQL, HTML 5, Python. “Scripting Languages”
• Communicate effectively, both orally and in writing to all level of associates and clients.
• Operating standard office equipment and using required software applications to produce documents such as reports, graphics, electronic communication, spreadsheets, and databases.
• Ability to work effectively as part of a virtual/hybrid team.
• Comfortable establishing positive/productive rapport with co-workers, financial advisors and external parties (vendors/traders – etc)

Ability to

• Multi-task and work on a fast-paced, team-oriented environment.
• Efficiently manage time and resources in order to overcome quantitative and analytical challenges.
• Establish and maintain effective working relationships at all levels of the organization.
• Work under stress restricted by time deadlines and work volume fluctuations.
• Prepare and deliver clear, effective and professional presentations.
• Communicate both orally and in writing, with all levels of the organization and external clients.
• Work independently as well as collaboratively within a team environment.
• Organize and prioritize multiple tasks and meet deadlines.
• Provide a high level of customer service.

Educational/Previous Experience Requirements

• College student with a graduation date of December 2028 or later standing student pursuing a Bachelor’s Degree (B.A.) or Master’s Degree in Finance, Economics, MIS, ISM or related field at an accredited university.
• Any equivalent combination of experience, education, and/or training approved by Human Resources.
• Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD).

Licenses/Certifications

• None required.

Location

New York, NY

• No travel required.

Education

High School (HS)

Work Experience

General Experience - 4 to 6 months

Certifications

Salary Range

$33,280.00-$52,000.00

Travel

Less than 25%

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 Myrjbenefits.com

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:

• 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.

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