Fixed Income Analyst
Raymond James
- Memphis, TN
- Permanent
- Full-time
- Utilizes databases covering fixed income products and analytics (Yield Book, Bloomberg and eFolio).
- Assists in development, maintenance and interpretation of financial models for relative value analysis of fixed income products and preparation of broker and client recommendations.
- Assists in preparation of informative written reports for timely distribution to clients as well as to fixed income sales and trading.
- Gathers and synthesizes critical data from relevant sources in support of ongoing research projects.
- Prepares product specific reports.
- Handles client and broker requests for critical and time sensitive information.
- Maintains the confidentiality of company and client information.
- Performs other duties and responsibilities as assigned.
- Fundamental concepts, practices and procedures of research.
- Fundamental investment concepts, practices and procedures used in the securities industry.
- Principles of banking and finance and securities industry operations.
- Financial markets and products.
- Communicating effectively, both orally and in writing.
- Math and analytics sufficient for quantitative and analytical analysis to assist in the development of financial models.
- Problem solving and the ability to think independently sufficient to market ideas, services and products to our brokers and clients.
- Operating standard office equipment and using required software applications to produce reports, electronic communication, and spreadsheets with Microsoft Office, Yield Book, Bloomberg and eFolio.
- Gather information, identify links and trends, interpret results and apply findings to broker and client correspondence and applicable reports.
- Attend to detail while maintaining a macro orientation.
- Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
- Establish and maintain effective working relationships at all levels of the organization.
- Work independently as well as collaboratively within a team environment.
- Project a positive, professional image both internal and with external business contacts.
- Convey information clearly and effectively through both formal and informal documents.
- Remain cognizant of our commitment to regulatory and compliance requirements.
- Ideal candidate will have at least two years of relevant fixed income experience.
- Bachelor’s Degree (B.A.) in a related field. MBA, CFA or CPA is a plus.
- None required, although Series 7 and 63 designations are expected to be obtained.