Financial Analyst

Overview

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.

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. Carry out feasibility and assessment work for proposed and current projects to contribute to the development and continuous review of business cases.

Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats. Support others by carrying out a range of economic research activities. Provide basic financial modeling input into business cases, costs, and schedules to support growth in the business. Extract and combine data to generate standard reports. Use data management systems to access specific information as and when required.

Support the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice. Resolve complex queries from internal or external customers or suppliers by providing information on policies and/or procedures, referring the most complex issues to others. Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching.

Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. Provide information and clarification on existing procedures, processes, and precedents. Conduct routine tasks of preparing and disseminating financial reporting aligning with the organization's established protocols.

Bachelor’s:
Accounting, Bachelor’s:
Finance

General Experience - 4 to 6 months

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

Less than 25%

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.

• 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.