Liquidity Strategy & Reporting Analyst - Hybrid

Raymond James; Saint Petersburg (FL); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life insurance

Disability benefits

Retirement savings plan

Paid time off

Job summary

Raymond James is seeking a Liquidity Analyst to support liquidity reporting, analysis, and governance activities. The role focuses on CFP actions, ILST maintenance, and management reporting for ALCO and Board committees.

Hybrid work arrangement in a dynamic financial services environment, with collaboration across Treasury, Finance, Risk, and business units to strengthen liquidity governance and processes. CPA or relevant certifications are a plus and experience with R/Python is beneficial.

Qualifications

• Bachelor’s degree in Business Administration, Finance, or related field
• Equivalents accepted: experience/education/training
• Experience with R or Python is a plus

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 testing of Contingency Funding Plan actions
• Support ILST development: data collection, model production, results analysis
• Monitor regulatory guidance related to liquidity risk management and update processes accordingly

Skills

Excel

PowerPoint

Financial analysis

Forecasting

Variance analysis

Education

Bachelor’s degree in Business Administration/Finance

Tools

R

Python

Job description

Raymond James is seeking a Liquidity Analyst to support liquidity reporting, analysis, and governance activities. The role focuses on CFP actions, ILST maintenance, and management reporting for ALCO and Board committees.

Hybrid work arrangement in a dynamic financial services environment, with collaboration across Treasury, Finance, Risk, and business units to strengthen liquidity governance and processes. CPA or relevant certifications are a plus and experience with R/Python is beneficial.