Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.
Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.
Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios.
Advise managers how to apply a wide variety of existing procedures and precedents.
Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
Edit document in line with organizational style guidelines and prepare information for publication.
Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues.
Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Develop short- or medium-term work schedules in order to achieve planned commitments. Approve overtime or use additional resources as needed.
Explore issues or needs, establishing potential causes and barriers, as well as related issues.
May include such responsibilities as supporting internal customers or helping senior colleagues manage internal client relationships.
Manage relationships with small clients while also helping senior colleagues manage relationships with larger key clients and customers.
Requirements
Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
Works without supervision and provides technical guidance when required on analyzing data trends for use in reports to help guide decision making.
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 developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.
Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements.
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 achieving full compliance with applicable rules and regulations in management and/or operations.
Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.
Works without supervision and provides technical guidance when required on interpreting and applying knowledge of laws, regulations and policies in area of expertise.
Works without supervision and provides technical guidance when required on managing client accounts in a way that provides benefits both for the organization and its clients.
Works with full competence to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works without supervision and may provide technical guidance.
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.
Works without supervision and provides technical guidance when required on acquiring, organizing, protecting and processing data to fulfill business objectives.
Works with full competence to envision and document t
Benefits
Vision insuranceEquity / stock options
Additional Information
Job Description Summary
Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock. Will work on every aspect of the transaction process, including participating in drafting sessions, new business proposals and due diligence meetings.
Job Description
Raymondjames · NY