Raymond James Financial, Inc

Senior Analyst, Cross-Border/International Strategy

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

Qualifications

  • Bachelor's degree in Business Administration, Finance, or International Business
  • 3 to 6 years of general experience in a related field
  • Strong analytical skills with the ability to manage data trends and reporting
  • Excellent communication skills for stakeholder engagement
  • Ability to work independently and provide technical guidance to others

Responsibilities

  • Identify and implement process improvements for better efficiency
  • Coordinate and facilitate stakeholder engagement activities
  • Assess risks and develop solutions for project-related issues
  • Generate accurate and insightful reports from varied data sources
  • Support ongoing reviews and continuous improvement initiatives
  • Provide Cross Border support and issue resolution for associated personnel
  • Contribute to preparation of data and analytics reports

Benefits

  • Medical, dental, and vision insurance
  • Life and critical illness insurance
  • Disability benefits
  • Retirement savings plan
  • Paid time off including vacation, holidays, and sick leave
  • Parental leave
  • Hybrid work environment with flexible options
Full Job Description
Job Description Summary
Ability to communicate effectively with advisors and branch personnel on how to conduct Cross Border business. Monitor and analyze the organization's international footprint and jurisdictional exposure. Review existing enterprise processes, procedures and systems and advise on improvements. Ability to manage projects and develop relationships with business stakeholders.

Job Description

Responsibilities:
  • Identify opportunities for process or procedural improvement, and design improved solution alternatives.
  • Support stakeholder engagement by arranging meetings, events, and other stakeholder engagement activities.
  • Carry out delegated activities to support the identification and evaluation of risks, issues, dependencies, and constraints associated with the project, as well as the design of mitigating solutions.
  • Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.
  • Contribute to reviewing existing operations in own area of work, and support in generating new ideas to assist in identifying continuous improvements.
  • Provides Cross Border support services, assisting internal associates and/or Financial Advisors in researching and resolving issues (via email or phone).
  • Contribute to the preparation of various data and analytics reports.


Skills:
  • 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 appropriate plans or performing necessary actions based on recommendations and requirements.
  • Works without supervision and provides technical guidance when required on achieving full compliance with applicable rules and regulations in management and/or operations.
  • Uses an understanding of numerical concepts to perform mathematical operations such as report analysis without supervision and provides technical guidance when required.
  • Works without supervision and provides technical guidance when required on reviewing and creating relevant, lucid and effective reports.
  • Identifies, assesses, prioritizes and manages risks without supervision and provides technical guidance when required.
  • Uses clear and effective verbal communications skills without supervision and provides technical guidance when required on expressing ideas, requesting actions and formulating plans or policies.
  • 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.
  • 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 acquiring, organizing, protecting and processing data to fulfill business objectives.
  • Works with full competence to conduct an enterprise readiness assessment to determine the organization's readiness for change. Typically works without supervision and may provide technical guidance.
  • 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 identifying, assessing, prioritizing and managing project-related risks.
  • Works with full competence to design, create and administer the test scripts associated with the delivery of the project, ensuring that the requirements are being met from a functional, design and user experience perspective. Typically works without supervision and may provide technical guidance.
  • Works without supervision and provides technical guidance when required on creating relevant, lucid and effective reports.
  • Works with full competence to model, analyze, assess, and quantify the impact and probability of various risk scenarios and select the most appropriate course of action for the given situation. Typically works without supervision and may provide technical guidance.
  • Engages in strategic planning without supervision and provides technical guidance when required.
  • Works under guidance (but not constant supervision) to perform costing, budgeting and finance tasks.


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

Work Experience
General Experience - 3 to 6 years

Certifications

Travel
Less than 25%

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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