Liquidity Strategy Analyst (Hybrid)

100 Raymond James & Associates, Inc.; Saint Petersburg (FL); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

Retirement savings

Paid time off

Job summary

Raymond James & Associates, Inc. is seeking a Liquidity Strategy & Planning analyst to support liquidity reporting, analytics, and governance. The role focuses on CFP action readiness, ILST execution, and management reporting for senior leadership and boards.

The candidate will collaborate with Treasury, Finance, Risk, and business units, enhance reporting, and help maintain liquidity policies and procedures. Hybrid work arrangement in a financial services environment is expected.

Qualifications

• Bachelor’s degree in Business Administration, preferably with Finance or equivalent.
• Experience with R, Python, or another statistical modeling program is a plus.
• CPA certification (certified public accountant) is preferred.

Responsibilities

• Support liquidity reporting, analysis, and governance activities for management reporting and committee materials.
• Prepare recurring management reports, dashboards, and presentations for senior leadership and governance committees.
• Assist with sizing, analysis, and operational readiness testing of CFP actions and ILST data collection and model production.
• Monitor regulatory guidance related to liquidity risk management and update processes and documentation.

Skills

Liquidity analysis

Governance reporting

Financial forecasting

Effective communication

Education

Bachelor’s degree in Business Administration

Bachelor’s degree in Finance

CPA certification

Tools

R

Python

Job description

Raymond James & Associates, Inc. is seeking a Liquidity Strategy & Planning analyst to support liquidity reporting, analytics, and governance. The role focuses on CFP action readiness, ILST execution, and management reporting for senior leadership and boards.

The candidate will collaborate with Treasury, Finance, Risk, and business units, enhance reporting, and help maintain liquidity policies and procedures. Hybrid work arrangement in a financial services environment is expected.