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Description

Job Summary

Raymond James Investment Management is a global asset management company that combines the exceptional insight and agility of individual investment teams with the strength and stability of a full-service firm. Together with our boutique investment managers – Chartwell Investment Partners, ClariVest Asset Management, Cougar Global Investments, Eagle Asset Management, Reams Asset Management (a division of Scout Investments) and Scout Investments – we offer a range of investment strategies and asset classes, each with a focus on risk-adjusted returns and alpha generation. Raymond James Investment Management believes providing a lineup of institutional-class portfolio managers spanning a wide range of disciplines and investing vehicles is the best way to help investors seek their long-term financial goals.

We currently have an opportunity in our Investment Operations Department for a specialist who will be tasked with assisting with several aspect of the client onboarding process. This role is not only integral to onboarding the more technical aspects of client accounts, mainly derivatives, but is also a critical piece of the Raymond James compliance infrastructure.

Essential Duties and Responsibilities

• Counter Party Management:

• Facilitate the establishment and maintenance of derivatives trading and clearing agreements

• Partner with Legal, Compliance and Portfolio Management

• Add new accounts to existing derivative agreements

• Utilize Saphyre to manage inventory of derivative trading relationships

• Compliance on-boarding:

• Oversees initial portfolio compliance set-up

• Work with Client Service and Investment team on investment guideline interpretation

• Enter rules into Bloomberg AIM system

• Conduct preliminary testing of rules and guidelines

• Custodial account on-boarding:

• Manage custodian onboarding documentation

• Work with custodians to open global markets and derivatives trading capability as needed

• Utilize Saphyre to manage account global market status

• Assist with internal management of account transition status

• Collaborate with internal teams to establish onboarding process

Qualifications

Knowledge, Skills, and Abilities

Knowledge of

• Demonstrate a satisfactory level of technical and professional skill or knowledge in position-related areas; remains current with developments and trends in areas of expertise. Skill in

• Portfolio accounting systems and databases.

• Strong Excel skills.

• Communicating effectively in both oral and written communications.

• Demonstrating uncompromising adherence to ethical principles.

• Preparing analyses and information reports for management. Ability to

• Analyze problems and develop creative solutions.

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

• Provide efficient service to internal and external clients.

• Partner and collaborate and work in a team environment.

• Foster a cooperative work environment and partner with other functional areas to accomplish objectives.

• Attend to detail while maintaining a big picture orientation. Educational/Previous Experience Requirements

Education/Previous Experience

• Bachelor’s degree in Accounting, Finance, or related degree and five (5) years of relevant experience.

• "or"

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

• Experience with fixed income securities preferred

• Experience with derivative securities preferred

• Experience with non-USD securities preferred

Licenses/Certifications

• none

Job: Investment Management

Primary Location: US-IN-Indianapolis

Other Locations: US-FL-St. Petersburg-Saint Petersburg

Organization Raymond James Investment Management

Schedule Full-time

Job Shift Day Job

Travel Yes, 15 % of the Time

Req ID: 2402162