Senior Analyst, Capital & Liquidity Management

Senior Analyst, Capital & Liquidity Management-2402029

Description

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

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 :

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Accounting & Finance