National Accounts Data & Reporting Analyst

Raymond James; Philadelphia (Philadelphia County); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Raymond James is seeking a National Accounts Data and Reporting Analyst to support DDQ/RFP/RFI responses and coordinate data across Portfolio, Product, HR, and Compliance. The role focuses on driving accurate, timely submissions for intermediary platforms and wealth management networks.

You will work in a hybrid environment, interfacing with internal teams to compile product data, investment philosophies, and metrics while maintaining a library of proposal content and ensuring regulatory

Qualifications

• Bachelor’s degree in a business-related field preferred.
• Three to five years of experience in financial services, asset management, or investment management.
• Fundamental understanding of financial markets and investment vehicles preferred.
• High proficiency with Microsoft Office (Word & Excel); comfort with CRM and RFP tools.
• Strong written and verbal communication with a customer-service mindset toward internal and external clients.
• Excellent time management with ability to prioritize and meet tight deadlines in a fast-paced environment.

Responsibilities

• Support end-to-end DDQ/RFP lifecycle, tracking deadlines and ensuring on-time submissions.
• Coordinate with Portfolio, Product, HR, and Compliance to gather updated data and metrics.
• Tailor standard proposal responses to platform requirements of wealth management clients.
• Maintain and update centralized proposal content library with refreshed statistics and narratives.
• Route responses through legal and compliance review to adhere to SEC and FINRA guidelines.
• Assist broader teams with special projects and audits as needed.

Skills

Microsoft Excel

Microsoft Word

Written & spoken communication

Time management

Customer-service mindset

Attention to detail

Education

Business Administration

Economics

Finance

Tools

Salesforce

CRM software

RFP automation tools

Job description

Job Description Summary

Analyze data to draw insights, patterns and conclusions that will enable the business to improve their products, services, processes or to develop new strategies. Must be adept at handling large, complex datasets and developing and applying robust analytical processes including data cleaning, data interpretation models, forecasting, pattern identification and trend analysis. As well as studying product and process-related data, may also be involved in studying environmental conditions in which the firm operates, competitor behavior, or other data sources. Requires knowledge of tools and methods including statistics, artificial intelligence and machine learning.

Job Description

Position Summary

We are seeking a detail-oriented, highly organized National Accounts Data and Reporting Analystto join our team. This role is critical for supporting the growth of theintermediary business, internalplatforms, broker dealers, and financial advisors by coordinating and drafting responses to Due Diligence Questionnaires (DDQs),Requests for Proposals (RFPs), andRequests for Information (RFIs).

Key Responsibilities

• Support the end-to-end DDQ/RFP lifecycle, tracking deadlines, and ensuring all intermediary platform questionnaires are submitted accurately and on time.
• Interface with various internal teams including Portfolio, Product, Human Resources, and Complianceto gather updated product data, investment philosophies, and organizational metrics.
• Assist in tailoring standard proposal responses to address the unique platform requirements of key wealth management clients and financial advisor networks.
• Maintain,and systematically update our centralized proposal content librarywith refreshed product statistics and narrative updates.
• Route all drafted responses throughformal legal and compliance review workflow to ensure strict adherence to SEC and FINRA regulatory guidelines.
• Assist the broader internal teams with special projects and audits as needed.

Qualifications & Skills

• Bachelor’s degree in finance, Economics, Marketing, Communications, or a related business field is preferred.
• Three to five years of experience within financial services, investment management, or asset managementare highly preferred.
• Fundamental understanding of financial markets andinvestment vehicles is preferred.
• High proficiency with Microsoft Office (specifically Word and Excel). Comfort learning specialized software, such as RFP automation tools or CRM platforms such as Salesforce.
• Strong written and verbal communication skills with a customer-service mindset toward internal sales desks and external clients.
• Exceptional time management skills, with a proven ability to prioritize tasks and meet tight deadlines in a fast-paced environment.

Education

Bachelor’s: Business Administration, Bachelor’s: Economics, Bachelor’s: Finance

Work Experience

General Experience - 3 to 6 years

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

Company Culture

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.