Job Description
Key Responsibilities :
1. Portfolio Management :
- Oversee and manage fixed-income depository investment portfolios, focusing on liquidity and return within client defined policy, regulatory and risk constraints.
- Evaluate and implement asset / liability management (ALM) strategies, ensuring alignment with client balance sheet objectives and liquidity needs.
- Monitor, analyze, and mitigate portfolio risks related to interest rates, credit, and liquidity.
2. Client Engagement & Strategy Development :
Collaborate with C-suite executives in the development of investment / balance sheet strategies.Present comprehensive analyses / recommendations on economic, portfolio and balance sheet strategies.Build and maintain strong client relationships through regular engagement and communication.3. Bond Market Expertise :
Comprehensive fixed income market knowledge, including trends, pricing, and risks.Conduct detailed security analyses, recommending suitable strategies consistent with client objectives.4. Marketing & Business Development :
Prospect and acquire new clients focused on depository sectors. Working knowledge of both insurance and / or municipal sector is a benefit.Work with our marketing team to develop / execute strategies promoting the advisory service.5. Technical Proficiency :
Advanced Excel and database management skills to analyze portfolios, run simulations, and generate reports.Reporting development and customization.Leverage technology and analytics to enhance portfolio performance and operational efficiency.Qualifications :
Extensive experience managing fixed income portfolios, preferred focus on depository institutions.In-depth knowledge of depository asset / liability and liquidity management risk and strategies.Strong working knowledge across the various fixed income market sectors.Proven track record of working with C-suite executives to develop and present strategic recommendations.Advanced proficiency in Microsoft Excel and database management.Excellent communication, presentation, and interpersonal skills.Demonstrated ability to prospect, market, and build client relationships.Willingness to travel as required.Education
Bachelor's : Finance
Work Experience
General Experience - 10 to 15 years
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Up to 50%
Workstyle
Remote
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 sameWork with and through others to achieve desired outcomesMake prompt, pragmatic choices and act with the client in mindTake ownership and hold themselves and others accountable for delivering results that matterContribute to the continuous evolution of the firmAt 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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