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Description

Job Summary

Candidate uses specialized knowledge and skills in the financial services industry obtained through education, experience, specialized training and/or certification to provide support to the options trading team within Global Equities & Investment Banking (GEIB). Aids in the operations of the desk including order entry, trade clearing, order times, documenting errors, and reconciling revenue tracking systems. Works on projects of moderate scope and complexity and is a key player in overall trade processing. Regular contact with internal departments, client operations, prime brokers, and their custodians is required to identify, research and resolve problems.

Essential Duties and Responsibilities

• Support the trade processing and billing functions of the Options desk (as applicable).

• Responsibilities may include maintenance of trade order entry systems, order data entry, order time tracking, compliance, and research and resolving trade differences and trade processing problems.

• Ensure that the correct client information is captured when onboarding new clients.

• Provides assistance to senior associates and management for Raymond James Institutional Options business.

• Contact internal and external customers to resolve clearing discrepancies.

• Assists in researching trade and billing scenarios and suggests appropriate corrective action

• Ability to work across various internal desk functions to provide variety of support when needed.

• Performs other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities

Knowledge of

• Concepts, practices and procedures of securities trading.

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

• Trade reconciliation systems, the OCC, exchanges, etc.

• Technology software used in the securities industry: Bloomberg, BOX docs, Excel & FIX providers (NYFIX, Sungard & Raptor).

Skill in

• Updating and maintaining programs and databases.

• Adhering to detail oriented processes.

• Monitoring trading activities for adherence to organizational policies and procedures.

• Incorporating appropriate technology into the business process.

• Operating standard office equipment and using required software applications, sufficient to create documents, spreadsheets, and business correspondence.

Ability to

• Analyze and solve problems.

• Communicate effectively, both orally and in writing with associates, and internal and external customers.

• Work independently as well as collaboratively within a team environment.

• Handle stressful situations and lead others in providing a high level of customer service in a calm and professional manner.

• Ability to handle high volume workloads while prioritizing sensitive tasks.

• Attend to detail while maintaining a big picture orientation.

• Establish and maintain effective working relationships at all levels of the organization.

Educational/Previous Experience Requirements

Education/Previous Experience

• Bachelor’s degree in Finance, Economics, Accounting or equivalent and a minimum of two (2) years of financial services industry experience.

• OR

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

• Bachelor’s degree in Finance, Economics, Business, Accounting or equivalent and a minimum of two (2) years of financial services industry experience.

Licenses/Certifications

• No license required, but SIE preferred

Job: Operations

Primary Location: US-FL-St. Petersburg-Saint Petersburg

Other Locations: US-TN-Memphis-Memphis, US-Michigan

Organization Institutional Equity Trading

Schedule Full-time

Job Shift Day Job

Travel No

Req ID: 2401570