Acquisitions Analyst I (Affordable Housing Investments Group, Feasibility) - St.
Raymond James, St. Petersburg, FL, United States
Job Description Summary
Participate in developing investment recommendations for portfolio managers relating to existing and potential investments, through developing and amending quantitative models to analyze and forecast market developments, estimating risks, identifying factors influencing investment decisions, and quantifying potential risks and rewards.
Responsibilities
Collate and analyze data using preset tools, methods, and formats. Involves working independently.
Support the investment team on more complex activities by monitoring financial performance and preparing ad-hoc reports using a wide variety of existing processes, procedures, and precedents.
Support the analysis and assessment of risks to determine whether they are within the agreed risk appetite.
Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.
Skills
Determine and analyze trends from data that is collected to assist in compiling reports that will help in decision-making.
Analyze and research client and market conditions and facts in order to develop a full and comprehensive understanding of the client and its market to enable maximum returns.
Identify, assess, prioritize and manage risks.
Analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders.
Education Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required)
Work Experience General Experience - 7 to 12 months
Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel Less than 25%
Workstyle Resident
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 outcomes
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
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.
The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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Responsibilities
Collate and analyze data using preset tools, methods, and formats. Involves working independently.
Support the investment team on more complex activities by monitoring financial performance and preparing ad-hoc reports using a wide variety of existing processes, procedures, and precedents.
Support the analysis and assessment of risks to determine whether they are within the agreed risk appetite.
Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.
Skills
Determine and analyze trends from data that is collected to assist in compiling reports that will help in decision-making.
Analyze and research client and market conditions and facts in order to develop a full and comprehensive understanding of the client and its market to enable maximum returns.
Identify, assess, prioritize and manage risks.
Analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders.
Education Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required)
Work Experience General Experience - 7 to 12 months
Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel Less than 25%
Workstyle Resident
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 outcomes
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
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.
The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#J-18808-Ljbffr