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Job Description

Responsibilities: Work within established research systems to deliver prescribed outcomes for a designated part of an economic research program. Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools. Prepare and coordinate the completion of various data and analytics reports. Contribute information to business cases for research funding to quantify current costs, justify project investment, and identify the return on investment. Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others. Explore and develop a basic understanding of external developments or emerging issues and contribute to the evaluation of their potential impact on, or usefulness to, the organization. Help others get the most out of knowledge management systems by offering support and advice. Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues. Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Skills: Works without supervision and provides technical guidance when required on analyzing data trends for use in reports to help guide decision making. Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives. Independently supports business processes with comprehensive understanding and effective use of standard office equipment and standard software packages, while also providing guidance and training to others. Works without supervision and provides technical guidance when required on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations. Works without supervision and provides technical guidance when required on acquiring, organizing, protecting and processing data to fulfill business objectives. Works without supervision and provides technical guidance when required on creating research specifications and related materials. Uses clear and effective verbal communications skills without supervision and provides technical guidance when required on expressing ideas, requesting actions and formulating plans or policies. Works without supervision and provides technical guidance when required on supporting research schedules using appropriate analytical processes and procedures. Conducts research and analyzes data without supervision while providing technical guidance as needed in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments. Communicates with other people without requiring supervision and provides technical guidance when required on speaking in a clear, concise and compelling manner. Works without supervision and provides technical guidance when required on creating relevant, lucid and effective reports. Works without supervision and provides technical guidance when required on conducting research using appropriate methods, tools, processes and software. Works without supervision and provides technical guidance when required on reviewing and creating relevant, lucid and effective reports.

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

Manager Experience - 4 to 6 months

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

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:

• 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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