Financial Product Operations Analyst II

Job Description

Responsibilities: Monitor specific aspects of a product life cycle, including long- and short-term development and marketing. Perform analyses on specific aspects to stay abreast of trends in the marketplace and ensure the product's competitive position. Investigate questions relating to existing programs, processes, and procedures. Support the development of new products and services by executing different responsibilities in the development plan. Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for special reports. Solve known problems and/or deliver defined outcomes by performing designated development/engineering activities using existing systems. Carry out a range of product development and engineering activities. Use established systems to analyze customer needs and define and deliver products. Support data-driven analysis to identify opportunities for product/service improvement. Support others by carrying out a range of project management activities. Contribute to the preparation of various data and analytics reports. Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate. Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols. Skills: 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 analyzing data trends for use in reports to help guide decision making. Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations and requirements. Supports business processes without supervision by understanding and effectively using standard office equipment and standard software packages, while providing technical guidance as needed. Works without supervision and provides technical guidance when required on managing and developing all aspects of a product or service so that it achieves its maximum impact and value in the market. 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 without supervision and provides technical guidance when required on using research and analysis to develop a comprehensive understanding of market conditions in order to facilitate the success of a brand, product or service. 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 while providing technical guidance when required on managing projects and/or programs within desired cost, time and quality parameters. Works without supervision and provides technical guidance when required on reviewing and creating relevant, lucid and effective reports. Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives. Works without supervision and provides technical guidance when required on achieving full compliance with applicable rules and regulations in management and/or operations. Works without supervision and provides technical guidance when required on interpreting and applying knowledge of laws, regulations and policies in area of expertise.

Education

Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Data Processing

Work Experience

General Experience - 7 to 12 months

Certifications

Travel

Less than 25%

Workstyle

Hybrid

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: - 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 - 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.

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