Raymond James Financial, Inc

National Accounts Data & Reporting Analyst

Raymond James Financial, Inc$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, economics, marketing, communications, or related field preferred.
  • 3-5 years of experience in financial services, investment management, or asset management preferred.
  • Basic understanding of financial markets and investment vehicles preferred.
  • High proficiency in Microsoft Office, particularly Word and Excel.
  • Strong written and verbal communication skills with a customer service orientation.
  • Exceptional time management skills with the ability to prioritize tasks effectively.

Responsibilities

  • Support the complete process of DDQs/RFPs, ensuring timely and accurate submissions.
  • Collaborate with internal teams to gather and update product data and metrics.
  • Customize proposal responses for specific wealth management client needs.
  • Maintain a centralized database of proposal content with up-to-date statistics.
  • Ensure compliance by routing drafted responses through legal and compliance checks.
  • Assist with special projects and audits as needed within internal teams.

Benefits

  • Medical, dental, and vision care.
  • Life, critical illness, and accident insurance.
  • Disability benefits.
  • Retirement savings plans.
  • Paid time off including vacation, holidays, and sick leave.
  • Parental leave.
Full Job Description
Job Description Summary
Analyze data to draw insights, patterns and conclusions that will enable the business to improve their products, services, processes or to develop new strategies. Must be adept at handling large, complex datasets and developing and applying robust analytical processes including data cleaning, data interpretation models, forecasting, pattern identification and trend analysis. As well as studying product and process-related data, may also be involved in studying environmental conditions in which the firm operates, competitor behavior, or other data sources. Requires knowledge of tools and methods including statistics, artificial intelligence and machine learning.

Job Description

Position Summary

We are seeking a detail-oriented, highly organized National Accounts Data and Reporting Analyst to join our team. This role is critical for supporting the growth of the intermediary business, internal platforms, broker dealers, and financial advisors by coordinating and drafting responses to Due Diligence Questionnaires (DDQs), Requests for Proposals (RFPs), and Requests for Information (RFIs).

Key Responsibilities
  • Support the end-to-end DDQ/RFP lifecycle, tracking deadlines, and ensuring all intermediary platform questionnaires are submitted accurately and on time.
  • Interface with various internal teams including Portfolio, Product, Human Resources, and Compliance to gather updated product data, investment philosophies, and organizational metrics.
  • Assist in tailoring standard proposal responses to address the unique platform requirements of key wealth management clients and financial advisor networks.
  • Maintain, and systematically update our centralized proposal content library with refreshed product statistics and narrative updates.
  • Route all drafted responses through formal legal and compliance review workflow to ensure strict adherence to SEC and FINRA regulatory guidelines.
  • Assist the broader internal teams with special projects and audits as needed.


Qualifications & Skills
  • Bachelor's degree in finance, Economics, Marketing, Communications, or a related business field is preferred.
  • Three to five years of experience within financial services, investment management, or asset management are highly preferred.
  • Fundamental understanding of financial markets and investment vehicles is preferred.
  • High proficiency with Microsoft Office (specifically Word and Excel). Comfort learning specialized software, such as RFP automation tools or CRM platforms such as Salesforce.
  • Strong written and verbal communication skills with a customer-service mindset toward internal sales desks and external clients.
  • Exceptional time management skills, with a proven ability to prioritize tasks and meet tight deadlines in a fast-paced environment.


Education
Bachelor's: Business Administration, Bachelor's: Economics, Bachelor's: Finance

Work Experience
General Experience - 3 to 6 years

Certifications

Travel

Workstyle
Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

About Raymond James Financial, Inc

The Raymond James Technology and Communications Investment Banking Group is a committed and thoughtful partner that provides a full range of investment banking services and best practices. The group is comprised of experienced professionals that have extensive investment banking expertise. They leverage the industry expertise of Raymond James' award-winning research department. The group focuses on key sectors within technology and communications including: communications software, communication towers, defense electronics, enterprise software, internet infrastructure services, homeland security, IT services, mobile technology, semiconductors, software-as-a-service, telecommunications equipment, telecommunications infrastructure and support services, and wireless & wireline telecommunications services. They take pride in a client-centric approach to M&A, with focus on delivering independent solutions that creates value for the long term. The outcome of this unique approach may be seen in the successful transactions of their clients, including over 80 public offerings totaling $17 billion and over 85 strategic advisory transactions totaling over $5 billion in value since 1998.

Raymond James Financial, Inc Careers

Join the vibrant team at Raymond James Financial, Inc, a leading financial services company where innovation, leadership, and professional growth are at the forefront of our operations. As a hub of diversity and expertise, Raymond James offers unparalleled job opportunities that propel your career to new heights. Work You’ll Do At Raymond James Financial, Inc, you’ll collaborate with some of the most talented professionals in the financial industry. Our team is dedicated to providing strategic financial solutions and advice to our clients, helping them achieve their financial goals while fostering economic growth. With a culture rooted in leadership and diversity training, Raymond James is the perfect place to enhance your skills and thrive professionally. Join our market-leading team to assist a diverse range of clients, from individuals to large corporations, in navigating their financial planning with precision and innovative strategies. Lead in a role where your expertise directly influences the success and stability of our clients' financial futures. Work with a dynamic team of advisors and experts who are committed to pushing the boundaries of the financial sector through continuous innovation and exceptional client service. Raymond James Financial, Inc Job Opportunities Introducing the Raymond James Career Development Program We are committed to nurturing talent through our comprehensive career development program designed to provide every employee—from interns to senior leaders—with the tools and training necessary for success. Whether you’re just starting out with an internship or you’re a seasoned professional, Raymond James offers career paths that align with your ambitions and skills. Do Innovative Work Join a company where innovation is part of the daily routine. At Raymond James Financial, Inc, you’ll engage with cutting-edge financial tools and resources that keep you ahead in the industry. Our commitment to technology and innovation ensures that we stay at the forefront of financial services. Be Part of a Great Team Experience a collaborative environment where teamwork and networking are encouraged. Our inclusive culture supports diversity and offers benefits that ensure the well-being of all team members. At Raymond James, you’re not just an employee; you’re part of a family that values your unique contributions and supports your professional journey. Future-Proof Your Career Advance your career with Raymond James, where opportunities for growth are abundant. Benefit from our industry-leading training programs and gain certifications that will elevate your professional standing. With a focus on career longevity and satisfaction, Raymond James ensures that your professional journey is as rewarding as it is successful. Explore Discover the various positions available at Raymond James Financial, Inc that match your skills and interests. We are continuously hiring across multiple disciplines, eager to welcome passionate, curious, and solution-driven team players. Stay Connected Join Our Team Search open positions at Raymond James Financial, Inc and find the perfect match for your career aspirations. Explore a range of opportunities from financial advising to corporate roles that align with your professional skills and goals. Keep Up to Date Stay informed with the latest career tips, insider perspectives, and industry-leading insights—all from the professionals who thrive at Raymond James. Job Alert Emails Customize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities waiting for you at Raymond James Financial, Inc. Join Raymond James Financial, Inc today and be part of a company that values innovation, leadership, and professional growth. Your future in the financial industry starts here.
Learn more about Raymond James Financial, Inc
Size
15,000 employees
Market Cap
$22.6 billion
Industry
Net Income
$862 million
5 Year Trend
+11.6%
Revenue
$8.3 billion
NASDAQ

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