Job Summary

Under general supervision, uses knowledge and skills obtained through education and/or experience to manage the firm's asset-liability efforts and capital stress testing process. Supports analysis on complex projects that are broad in nature with responsibility for recommending solutions and proper treatment. Maintains contact with business leaders across the firm in order to perform job duties.

Essential Duties and Responsibilities

• Leads the project management of the firm's Asset-Liability management function, which includes developing and maintaining relevant policies, procedures, and financial risk tolerances to help manage the firm's liquidity, capital, and interest rate risk.

• Prepares analyses and materials for a variety of senior-level meetings including the quarterly RJF Asset-Liability Committee and RJF Capital Planning committee. Takes and maintains meeting minutes during such meetings.

• Leads the firm's capital stress testing process.

• Supports Finance in developing and overseeing project plans and milestones, model development and documentation, and ensuring regulatory requirements are fulfilled.

• Collaborates with associates and management at all levels of the firm.

• Participates in meetings, as well as develops presentations for executive management.

• Stays abreast of evolving capital and liquidity regulatory requirements.

• Recommends process improvements to mitigate risk and increase efficiency in capital stress testing.

• Aids in preparation of ad hoc analyses and reports for the RJF Board of Directors and other management committees.

• Builds and maintains key relationships with stakeholders demonstrating a culture of engagement and assistance.

• Performs other duties and responsibilities as assigned.

Qualifications:

Knowledge, Skills, and Abilitie

Knowledge of

• The firm's working structure, policies, mission, and strategies.

• Financial analysis concepts, practices, and procedures.

• Fundamental concepts of financial markets.

Skill in

• Analyzing financial information.

• Building strong relationships with stakeholders.

• Identifying trends and implementing appropriate action plans.

• Strong communication and writing skills, with attention to detail and appreciation for documenting processes and procedures.

• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication and spreadsheets.

• Interpreting and applying policies and procedures.

• Proven ability to be able to multi task, complete projects on time and on budget, and be able to adapt to changing priorities.

Ability to

• Prioritize and meet critical deadlines.

• Conduct advanced analyses with the ability to develop robust models, understand all elements of financial statements, etc.

• Attend to detail while maintaining a big picture orientation.

• Gather information, identify trends, and apply findings to complex analyses.

• Organize, manage and track multiple tasks with frequently changing priorities in a fast-paced work environment; and maintain accuracy on completed work.

• Project a positive, professional image with both internal and external business contacts.

• Convey information clearly and effectively through both formal and informal documents.

Educational/Previous Experience Requirements

• Bachelor's Degree (B.A.) in Business Administration, preferably with a major in Finance or a related field. Minimum of three (3) years of experience in financial services, ideally in treasury, corporate finance, consulting, auditing, investment banking, or equity research.

• OR ~

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

Licenses/Certifications

• None Required

Raymond James Guiding Behaviors

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 outcome

• 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