Fixed Income Operations & Reporting Specialist

Raymond James Financial, Inc.

Memphis, Northern (TN, KY)

Hybrid

USD 50,000 - 75,000

Full time

5 days ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
Retirement plan
Paid time off

Job summary

Raymond James Financial, Inc. in Memphis, TN seeks a Fixed Income Operations Advisor to support daily operational activities, onboarding, and reporting within Fixed Income Capital Markets.

The role emphasizes detail orientation, accuracy, and timely responses to internal partners. Ideal candidates have 7–12 months of general experience, strong communication skills, and proficiency with Excel, Bloomberg, and SharePoint.

Qualifications

  • Bachelor's degree required.
  • 7–12 months general experience preferred.
  • FINRA/SIE, Series 7 and 63 required within 1 year of start date.

Responsibilities

  • Support day-to-day Fixed Income operational activities, including client setup and account maintenance.
  • Prepare and maintain weekly and monthly reports, trackers, and summaries.
  • Communicate status updates and operational needs to sales and internal partners.
  • Review client information for completeness and accuracy; assist with due diligence requests.

Skills

Attention to detail
Organizational skills
Communication
Problem solving
Team collaboration

Education

Bachelor's degree

Tools

Microsoft Excel
SharePoint
Bloomberg
Fixed Income systems
Outlook
Teams
Word

Job description

Raymond James Financial, Inc. in Memphis, TN seeks a Fixed Income Operations Advisor to support daily operational activities, onboarding, and reporting within Fixed Income Capital Markets.

The role emphasizes detail orientation, accuracy, and timely responses to internal partners. Ideal candidates have 7–12 months of general experience, strong communication skills, and proficiency with Excel, Bloomberg, and SharePoint.

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